QuickBooks Online Skips Steps When Importing .qbo and Fails

Thanks for joining the Community, AaronBookkeeperer. I appreciate your detailed information and video.

Since steps are being skipped while uploading .QBO files and the transactions aren't being uploaded, but your uploads work while browsing in an incognito window, it's possible this problem's being caused by the browser you're using. Browsers store temporary internet files and sometimes these can cause issues on certain webpages. These types of problems can be fixed by clearing Intuit-specific cookies and cached data.

Here's how to clear Intuit-specific cookies:
 

1. In your Google Chrome browser, use the More (⋮) icon, then choose Settings.
2. Access your Privacy and security section.
3. Click Cookies and other site data, then See all cookies and site data.
4. Type "intuit" in the search bar to find Intuit cookies.
5. Select Remove all shown or your Trash Can icon.
6. Restart Google Chrome for the changes to take effect.

Your steps for clearing the browser's cache can be found in our Clear cache and cookies to fix issues article.

I've also included a couple detailed resources about uploading transactions and system requirements for QuickBooks which may come in handy moving forward:
 

• Manually upload transactions
• System requirements

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

Sorry, I meant to say it DOES happen with a cleared cache and in an incognito window with no extensions.

@AaronBookkeeperer 

Use the trial version of csv2qbo converter. Did you encounter the same problem?

https://www.moneythumb.com/?ref=110

It was likely a 2QBO issue then. I don't think I'd changed any settings from the previous time I'd converted a PDF statement to a .qbo file; but it's likely mapping issues then. Thank you!

I"m having the same problem.   And the answer that was provided by QB saying it is solved is wrong.   I can prove it because i tried to re-import a file that i did last week successfully and it doesn't work this week - SAME FILE.   So something has changed on the QB side.   The stupid answer that they gave to use csv is ridiculous.  it's too much work to reform dates, combine columns, and then all the rules won't work because the import is different.   Someone at Intuit needs to find out what changed in the last week.  They either support QBO or they don't. 

TO prove that it is a QB problem, not a QBO format wrong problem, i tried to re-import a file i did last week that imported perfectly, and today that exact same file won't import.    There is a problem with QB.  You need to report it and get it fixed.

None of this is helpful.   I tried two separate computers, multiple browsers, and my remote bookkeeper tried from hers as well.  To prove that it's a QB problem, we are importing the SAME small QBO from last week that imported without issue and this week it doesn't work.   SAME FILE.  Last week works, this week doesn't work. 

Welcome to the QuickBooks Community, kwolck. I appreciate you performing some steps to fix the importing issue you encountered. I can see that things have been challenging for you when managing your bank data in QuickBooks Online. Let's ensure this is resolved.

Beforehand, may I ask which specific bank are you using, or did you receive a particular error when uploading entries using .qbo file? I appreciate any further details so I can present accurate information.

Please know that there are no changes or updates in QBO when importing bank transactions. Using a .qbo file is still possible on our end because it is designed particularly for QuickBooks. The process may fail due to changes in your financial institution or any requirement to authenticate your identity for security concerns.

For the time being, I recommend signing in to your bank's website and checking for messages, alerts, or updates. This is to determine whether your bank is undergoing maintenance or experiencing server issues. 

Furthermore, you can also utilize the .csv file when syncing your bank transactions if you still experiencing the same issue. This this to ensure you can import efficiently and organize them properly in QBO.

Then, in case the problem continues to occur, you have to contact our QuickBooks Support Team. They have the tools to pull up your account and deeply investigate the cause of the issue, then report this matter and get it fixed as soon as possible.

Lastly, click on this article if you need help reviewing your downloaded transactions by matching or adding them in QBO: Categorize online bank transactions in QuickBooks Online.

You can always add a comment below if you still have concerns about uploading entries in QBO. I'll get back to you, kwolck. Have a good one!

this is a non answer. I have not been able to upload qbo files for the last week. Multiple calls and everyone saying there is nothing wrong when it is happening to everyone. There is no easier way to upload than with QBO but now apparently Intuit has done away with it with no notice to anyone. The CSV function is a pain in the neck!!! Intuit keep raising prices and is deleting services. You last update ruined the ability to upload a qbo file. 

This is useless information and has zero to do with not being able to upload a qbo file. 

ChristieAnn

Bank is Citizens Bank, but i'm going to show that's irrelevant here.

There MUST be a change.   This is a very simple test.  I downloaded a QBO file last week from the bank and imported it fine.  The transactions are there and it is noted in the audit log.  When i had trouble THIS week, i first suspected it was a problem with the bank download.   So i REIMPORTED the QBO file from last week and it doesn't work.  It's the SAME file.  The audit log shows no import.  It's not working.  I tried multiple computers, multiple browsers and multiple users.  

CSV is too much work and will cause me to have to change all my rules again.  My bank feed on csv is complex; fields need to be trimmed; date needs to be reformatted because it doesn't have leading zeros, and i need to combine fields to get all the info into the description.  

Please take the time to see the test with me or have someone do it before we say the issue is solved.   Other users are saying it too.  Something changed in the last week.

Thanks for supporting, Karen.   If it's not all users having the problem, it might be something subtle that doesn't effect every file from every institution, but when a change was made to QB, it effected these particular files.   I hope they answer me and let them test with my particular file that worked last week and doesn't work this week - same file.   There's only a few records in it so i wasn't worried about dups.   i'm just trying to prove the point.

@kwolck 

Use the trial version of csv2qbo converter. Did you encounter the same problem?

https://www.moneythumb.com/?ref=110

Thanks.  doesn't work for me.   i can't wait for the statement,   i need to import daily.  I can download csv ffrom bank but there is so much that needs to be fixed in it before i can import

i have to open to Excel, change the date format, combine description fields to include check numbers, trim the description field and re-save as csv.    I have 4 accounts every single day with thousands of transactions.   It was fine with QBO.   Can't believe this mess.

Has anyone had success with correcting this issue?  I am having the same exact issue, have tried all suggested steps and no luck.

Please help!

Has anyone had any success with correcting this? I am having the same exact issue happen in one of my clients QBO account. So frustrating!!!

We appreciate you bringing this matter to our attention, @nmcdaniel.

We recognize the challenges you've encountered. Upon checking here, there's an open investigation (INV-93435) about importing files to QuickBooks Online.

I recommend contacting our QuickBooks Online Support Team to be added to the list of affected users. You will receive an email notification once the issue is resolved. Let me guide you on how:

1. Go to the Help (?) menu.
2. Select the Search tab, then click Contact Us.
3. Enter your issue and concern in the field.
4. Hit Continue.
5. Choose the Chat or Callback option.

For a step-by-step guide on importing Excel data to QBO, please refer to this article: Common questions about importing data to QuickBooks Online.

Please don't hesitate to reach out if you require any additional help. We're always here to assist you.

I can't upload QBO files from my credit card accounts. This started sometime in September 2023. However, I can upload a QBO file of my monthly bank statement. I use CHASE bank.

@CoCO14 

Can you download *csv file from your bank? Then use the trial version of csv2qbo converter tool to isolate the problem.

https://www.moneythumb.com/?ref=110

We appreciate you updating us here in the thread, CoCO14.

I can see how importing QBO files would help you manage your business seamlessly. 

Currently, there's an ongoing investigation regarding uploading QBO files downloaded from Chase Bank. Our product engineers are carefully assessing this matter and realize the issue arises from the file alone.

While we cannot provide you the time frame for resolution, I recommend contacting our customer support team. They can add you to the list of affected users and send updates via email.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Select Help (?).
3. Proceed to the Search tab and select Contact Us.
4. Pick the topic you need help with or choose to Ask about something else, then enter your concern.
5. Click on Continue.
6. Determine how you would like to connect with our support.

On the other hand, consider reviewing this article whenever you can't upload your bank transactions manually: Fix bank upload errors in QuickBooks Online.

Feel free to comment below for additional information when importing your bank transactions or any related concerns in QuickBooks Online. You can always count on us.

I am having the same issue. Only some of the banking transaction pull in but not all of them.  Anyone know a fix clearly QuickBooks doesn’t know how to fix their own software. 

I hear your sentiments and how challenging it can be when some of the transactions are pulling in, while others are left out, @nch1870.

You can count on me to share insights about this matter.  

As mentioned by my colleagues above, there was an investigation about importing QBO files downloaded. This issue has been resolved already. 

Since you're having the same issue, please log into bank and re-download the files. These new files should be formatted correctly and can now be uploaded to QBO.

If the issue persists, I recommend getting in touch with our support. They have the necessary tools and expertise to examine your account thoroughly and can initiate a ticket to conduct a more in-depth investigation into the issue.

Here's how: 

1. Sign in to your QuickBooks Online company.
2. Choose Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Once you download or import your transactions in QBO, we can proceed with reviewing and categorizing the bank transactions to ensure the precise organization of your charts of accounts.

If you have additional queries about importing data, please don't hesitate to tag my name. I'm dedicated to ensuring your satisfaction and restoring your confidence in QuickBooks.

We are not downloading with Chase Bank. We are trying to download from Key Bank. Can they fix that?