I'll provide information about importing data into QuickBooks Online, Kathryn.
If you are importing a CSV file, make sure that there is a title header. I would also like to ensure that I can provide an efficient answer to your importing concern. A screenshot of the error message you're getting would be much appreciated. This way, I can check for related issues.
In the meantime, I recommend troubleshooting your web browser because the cache saves files from websites you've visited to make loading faster. Nevertheless, if it accumulates too much data, it might slow down your browsing speed or lead to odd behavior on websites such as QuickBooks Solopreneur.
Consider a full cache as a possible reason for the problem. Therefore, using incognito or private browsing modes might solve this since they do not retain your data.
Here are the shortcut keys:
- Chrome: Press Ctrl + Shift + N
- Internet Explorer and Mozilla Firefox: Press Ctrl + Shift + P
- Safari: Press Command + Shift + N
If the steps above don't work, you can use supported browsers as an alternative. Otherwise, clearing your browser's cache is advisable as it prevents using outdated forms, secures your data, and boosts your computer's performance.
I’ve included this helpful article that offers additional insights into data importation: Common questions about importing data to QuickBooks Online.
Comment below if you have any other questions about backing up your files by clicking the Reply button below. I'll be around if you need any help.
