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nicholascutler
Level 1

QBO will not upload transactions manually

QBO lost six months of transactions in 2024 and will not accept any manually uploaded format — QBO / CSV / TXT etc.

 

it goes through the uploading process and (1) with a QBO file it tells me to go reconcile as if everything uploaded or (2) with a CSV file it never progresses beyond step 4 - accepting negative and positive values.

 

both steps result in no transactions being uploaded.

 

i have tried in multiple browsers and multiple file formats as mentioned — nothing is working.

2 Comments 2
RoseJillB
QuickBooks Team

QBO will not upload transactions manually

I appreciate all the details you've shared regarding the issue you've encountered with uploading bank transactions, Nicholas.

 

We can connect you with our live support team, who will securely review your account and identify the root cause of the issue. They have specialized tools and resources to investigate why transactions are not uploading.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
  4. Type your reason for contacting us in the What can we help you with? section and click Continue.
  5. From there, choose a way to connect: Chat or get a Callback.

 

Please check their support hours to reach them conveniently.

 

You'll also find these articles helpful in categorizing your transactions and reconciling your account to ensure accurate categorization and avoid discrepancies in your records:

 

 

Keep me posted if you have additional questions about banking concerns in QuickBooks. I'm just a post away to help you.

SIAB
Level 7

QBO will not upload transactions manually

@nicholascutler 

Try opening QBO account on any private/incognito browser. Did you encounter the same problem?

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