Hi there, Ian. Did you encounter a specific error message or code while uploading your bank transactions to QuickBooks? If so, please let us know the error code or description so we can investigate further and provide a tailored solution.
In the meantime, please ensure the file follows the standard mapping and formatting requirements to ensure a smooth import into QuickBooks.
As an alternative, you can also try connecting your bank account directly to QuickBooks. This eliminates manual data entry by syncing your bank activity automatically. Once the connection is live, your transactions will be waiting for you to review and categorize.
Please note that QuickBooks will pull in data from the last 90 days up to 24 months of your transactions, depending on your bank’s specific limits.
If you need further assistance, feel free to come back here.
