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aczachor1
Level 1

I uploaded my credit card statement .qbo yesterday and now my bank transactions are not working. I keep getting an error and then it crashes.

 
1 Comment 1
Clark_B
QuickBooks Team

I uploaded my credit card statement .qbo yesterday and now my bank transactions are not working. I keep getting an error and then it crashes.

I appreciate you for laying out the details of your concern, @aczachor1. Let me share some details below to help you resolve your bank transactions issue so you can get back to business seamlessly.

 

To begin with, may I know what error message or bank/financial institutions you're receiving those errors from? Any additional information would help me check for solutions to address your concerns better.

 

Please note that after you have uploaded your file, your transactions will flow in the For Review tab. To ensure that you can see all your transactions, you'll have to adjust the date filter to All Dates. This is because the transactions may be filtered to a specific date by default.

 

Here's how:

 

  1. Navigate to the Bank Transactions page.
  2. Filter the date to All Dates.
  3. Then, select Apply.

 

Screenshot 2025-04-27 005456 (1).png

 

Another option is to check the Categorized tab. This is because QuickBooks might automatically categorize some transactions according to your bank rules.

 

I'm including this reference for more detailed insights: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once you have your transactions successfully, you can begin categorizing and matching them. Then, when you're ready, you can perform your regular bank reconciliation.

 

Additionally, consider engaging with our QuickBooks Live Expert Assisted team. They excel in optimizing transaction processes and financial management, potentially boosting your overall accounting efficiency.

 

If you have any further concerns regarding bank transactions, feel free to tag me in the comment section, and I'll assist you in any way possible.

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