Bank upload with manual csv items are not showing up

Try opening your QBO account on any private/incognito browser. If the same problem persists, use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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Thanks for bringing this matter to my attention, @jerhow. Let me share my expertise and help you upload your bank transactions to get you back to business. 

In QuickBooks Online (QBO), you can manually upload your bank transactions in CSV form supporting two formatting types. These options include the 3-column format, which consists of a Date, Description, and Amount, and the 4-column format with Credit and Debit as an add-on for the amount.

Since you can't see the items when you upload the file into QBO, I recommend checking and reviewing the format of your CSV file. This way, you can ensure that the data is in correct format. 

Once done, you can proceed with uploading it to QBO. Here's how:

1. Click on Transactions, then select Bank Transactions.
2. Click on the Link Account dropdown, then select Upload from the file.
3. Select Drag and Drop or select Files, and select the file you downloaded from your bank, then click Continue.
4. Select the account you want to upload the transactions in the QuickBooks Account dropdown button, then click Continue.
5. Follow the onscreen steps, then select Continue.
6. Choose the transactions you want to upload, then select Continue.
7. Click Yes to confirm.
8. Select Done.

Additionally, you can categorize and match your transactions to make them balanced and accurate in your QBO account. 

Don't hesitate to send a reply if you need further assistance with uploading your bank transactions or have any QuickBooks-related concerns. I'm here to provide you with the necessary support and guidance. Have a great day ahead!

Thanks for the prompt reply. I’ve done all of these things and even compared  the # of items on the spreadsheet vs those transferred

over…they show to be transferred, but when I reconcile, they are no longer there. 

It's nice to hear from you again, @jerhow. 

I appreciate the steps you've taken. Let me share some insights on why you can't see the transactions when you reconcile. 

When bank transactions in QuickBooks Online can't be seen during reconciliation, ensure that you've posted the transactions in the correct account. Additionally, you can check the date filters in the table to confirm that all relevant transactions are being displayed. By taking these steps, you can ensure that your bank transactions are reflected accurately in QBO. 

After reconciling, consider closing your books to prevent changes. You can refer to this article: Close your books in QuickBooks Online.

Don't hesitate to hit the reply button if you have further questions regarding reconciliation. The Community space is always here to assist you.

I have tried multiple times downloading my credit card information like into CSV and QBO files into Quickbook online thru bank transaction download. from 145 transactions in both formatted files (CSV & QBO) 30 transactions do not show up to be categorized or excluded. As I said I tried QBO fand CSV files bank transaction import. 

30 transactions do not show up.

It looks like Quickbook transaction download does not work properly.

Any Ideas

Russ

We'll have to review the filter set on the Bank transactions page to locate the missing entries, RussAz. I'll guide you through the steps to accomplish this task.

The date selected and transaction types affect how entries are displayed on the Bank transactions. Thus, make sure to choose the right one to show all data.

Here's how:

1. Navigate to the Transactions menu on the left panel and select Bank transactions.
2. Click the Blue tile icon drop-down and choose your credit card account.
3. In the For review tab, click the drop-down arrow and choose All dates and All transactions
   
   

Next, look for the missing credit card transactions from the list. If you still can’t find them, configure the Page size option to display all entries.

1. Click the Gear icon above the Action column.
2. In the Page Size section, select 200.
   
   

When you have all the imported data in QuickBooks Online (QBO), categorize them to the correct account for a seamless reconciliation process.

In addition, these resources contain solutions to help you fine-tune your CSV to the correct file format and troubleshoot upload errors:

• Format CSV files in Excel to get bank transactions into QuickBooks
• Fix bank upload errors in QuickBooks Online
  
  

Keep in touch if you still have other banking concerns or additional questions about importing transactions via CSV files. We're here to make sure you're well taken care of.