Hi there, @bqtoenterprisesllc. Are you seeing any error messages when you try to import your CSV? Have you tried a different browser or using incognito mode? Any details you can share will help me figure out what’s stopping the import.
While you’re at it, make sure your columns are named Date, Description, and Amount. Take out any currency symbols, commas, or special characters from your data. If your file has more than 1,000 rows, you’ll want to split it into smaller files. Also, importing straight into subaccounts isn’t supported.
If you want more info or tips on importing data to QuickBooks, check out these resources:
As you import transactions into QBO, it’s a good idea to reconcile your account regularly. This helps keep your records accurate and prevents issues down the road.
If you want extra support as your business grows, you might want to look into QuickBooks Live Assisted. It gives you access to expert help, which can be really useful for managing bank transactions and other QuickBooks features.
For further concerns, you can always drop by and post them here in this thread.
