Common issues encountered when importing a .QBO file typically stem from incorrect mapping, improper formatting, mismatched transaction types, and incompatible account types, accounting476.
Step 2 of the importing process involves mapping the corresponding fields of the imported .QBO file to their proper locations in QuickBooks Online. Be sure to map them accurately to avoid errors and smoothly transition to Step 3. For guidance on correct column formatting, you can refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.
If the issue persists despite correct filed mapping, we can consider clearing your browser cache to resolve potential data buildup. New cache improves performance after the program update. Additionally, ensure that you're using a supported browser version for compatibility.
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From there, categorizing the transactions should be a few clicks away in the Bank transactions tab. Once done, we will be confident that it will be easier when we start reconciling the accounts.
Please keep us updated on the results, and we'll be glad to provide further assistance.
