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amandalmckay
Level 1

How do I get all of my transactions to show up without importing them? the "import transactions" is not working

 
1 Comment 1
MarkAngeloG
QuickBooks Team

How do I get all of my transactions to show up without importing them? the "import transactions" is not working

Hi there,

 

Let's do a browser troubleshooting to fix the Import Transactions function so you can continue uploading all of your transactions to QBSE. I'll provide you with the detailed steps and an alternative way without importing them.

 

First, I recommend using a private window or incognito mode of your browser to upload your transactions. Using incognito mode can help you efficiently browse into any websites without any cached files. Here are the shortcut keys to go private mode in a browser:


For Google Chrome / Microsoft Edge / Opera:

 

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N
    For Firefox:
  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P
    For Safari:
  • Shift + Command ⌘ + N

 

If you can successfully import your bank transactions using incognito mode, proceed to clear your browser's cache to clear temporary files running in your browser that have caused the import transactions malfunction.

 

Alternatively, you can also connect your bank account to automatically get all your latest transactions to your QBSE.

 

Furthermore, I recommend you categorizing your bank accounts in QBSE to ensure they're in their respective accounts. This helps you organize your profit and loss report and other financial reports.

 

Please feel free to reply if you need help categorizing your bank accounts or have other concerns in QBSE. I'm always here to help.

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