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nettieprice
Level 1

Transactions from August to December 2023 are not showing up and there is an error when I try to upload the CSV from my bank. What can I do? Thank you in advance!

 
2 Comments 2
ChristineJoieR
QuickBooks Team

Transactions from August to December 2023 are not showing up and there is an error when I try to upload the CSV from my bank. What can I do? Thank you in advance!

Thank you for notifying us, nettieprice. I recognize you're having difficulties while trying to upload older transactions in QuickBooks Online. Let me share possible solutions to the error you encountered.

 

You can attempt to download the transactions using an incognito or private window. Sometimes, accumulated cache in the browser can disrupt the connection between your bank and QuickBooks Online (QBO). 

 

Here are the shortcut keys:

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Firefox: press: Shift + CTRL + P

 

If you've successfully downloaded the transactions, close the private window and return to your regular browser. Afterward, clear its cache to remove any stored junk files. Alternatively, you can try using other supported web browsers to further troubleshoot the issue.

 

For more helpful tips when dealing with your banking transactions in the future, you can explore a topic from this link: 

 

 

I’m always ready to assist you with other questions or concerns about managing your bank transactions. Tag me in your reply, and I'll get back here as soon as possible to help you again. Take care always.

4Gal
Level 11

Transactions from August to December 2023 are not showing up and there is an error when I try to upload the CSV from my bank. What can I do? Thank you in advance!

@nettieprice 

You can use one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

 

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