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4Gal
Level 11

QuickBooks Online Skips Steps When Importing .qbo and Fails

@nch1870 

Use the trial version of a converter tool as I mentioned before.

Rubielyn_J
QuickBooks Team

QuickBooks Online Skips Steps When Importing .qbo and Fails

Thanks for getting back to this thread, @nch1870.

 

I'll do everything to ensure you have a seamless banking experience with QuickBooks Online.

 

There are times when transactions are stuck if your financial institution makes some changes or has ongoing maintenance. In that case, we can use a private or incognito browser to view your QBO account. You can use any of these shortcut keys to access one:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N.

 

If the issue persists, I recommend reaching out to your bank. They can further assist and provide insights in resolving issues with importing bank transactions. 

 

As an alternative solution, you can consider importing a CSV file instead of a .qbo file. For step-by-step instructions, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once everything is set, your next step is to categorize and match the transactions to ensure they are allocated to the correct account in your company file. 

 

I encourage you to reach out again if you have any other questions or concerns about importing bank transactions. Your satisfaction is our top priority, and we're here to offer our full support throughout the process.

nch1870
Level 2

QuickBooks Online Skips Steps When Importing .qbo and Fails

I can try that - what is the cost after the trial period? Curious if you know if I connect directly with the bank if that fixes it too instead of uploading the files?

 

it’s so frustrating how all of a sudden things stop working in QBO and support doesn’t know but the issues are widespread.  

4Gal
Level 11

QuickBooks Online Skips Steps When Importing .qbo and Fails

@nch1870 

You can use the trial version for free. If you decide to buy it, it's $60 one time license.

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