Hello there, KNB Books.
I understand the frustration you're experiencing with importing older transactions in QuickBooks Online (QBO).
I want to make sure that this matter is addressed promptly. To begin, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.
First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl + Shift + N
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
Once done, import the transactions again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.
For more information about importing data, check this link: How to import bank transactions using Excel CSV files.
You might find the following articles helpful about adding and matching transactions in QBO:
Keep me posted if you have any other questions about importing data to QuickBooks. I'm always here to help. Take care.
