I uploaded my Bank Trans. for 1 Month on QO. The system says the upload was successful, but when I look under "Banking" to review the transactions they do not Display?

shayila · ‎February 12, 2020

Michelle_b · ‎February 12, 2020

It's good to hear that you already determine the cause of the problem. I appreciate you for giving the details you've done to get this resolved. The resolution you've shared can benefit other users who've also encounter this situation.

Please visit this article on how to use basic features in banking for future reference: Learn how to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QBO.

Feel free to leave a comment below by clicking the Reply button if there's anything else you need. I'm always here be ready to support. Take good care always, shayila.

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shayila · ‎February 12, 2020

I figured out what I did wrong. The "Year" I uploaded for each transaction was incorrect. I uploaded each transaction as the year 2020 instead of the year 2019, so when I used the filter under Banking >Review the transactions did not display.

To fix the issue, I selected all the transactions from the Banking Review Tab only for the 1 month that was associated to the 2020 year and used the option to "Exclude" them. Then I went to the "Exclude" tab selected those same transaction again and Deleted them. I was then able to fix the date on my CSV file to 2019 and upload them again to QO.

Regards. SB

Michelle_b · ‎February 12, 2020

Hi, @shayila.

It's good to hear that you already determine the cause of the problem. I appreciate you for giving the details you've done to get this resolved. The resolution you've shared can benefit other users who've also encounter this situation.

Please visit this article on how to use basic features in banking for future reference: Learn how to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QBO.

Feel free to leave a comment below by clicking the Reply button if there's anything else you need. I'm always here be ready to support. Take good care always, shayila.

View solution in original post

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I uploaded my Bank Trans. for 1 Month on QO. The system says the upload was successful, but when I look under "Banking" to review the transactions they do not Display?