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Glen19
Level 1

sales invoice activity

I am trying to import some products into QB and I keep getting a message saying "double check to make sure you chose the right type for each product" I have each type set as inventory in the CSV file, why is it that QB will not upload the file?

DHeraV
Moderator

sales invoice activity

Hello there, @Glen19. I'm here to ensure that you'll get to import your products in QuickBooks Online (QBO).

 

One of the possible reasons for encountering error messages when importing data in QuickBooks is that the file format is incorrect. To make sure that you'll be using the correct file format, I recommend downloading the CSV sample file and manually entering the products you want to import in QuickBooks.

Let me guide you through the steps on how to download the sample file:
 

  1. In your QBO account, go to the Sales tab, then select Products and services.
  2. On the Products and services page, click on the dropdown arrow next to the New button, then select Import.


     
  3. Then click on Download a sample file.


     
  4. You can then manually add the products in the Excel file that you want to import to QBO.

 

I also suggest importing your data by batch if your products and services exceed the limit of 100 items. 

 

For detailed information about formatting tips, kindly visit: Import products and services into QuickBooks Online.


However, if the issue persists, I recommend importing your data using a different browser or a private window. QBO can occasionally stop working properly since locally stored internet cache files can cause the product to behave unexpectedly due to overloaded site data. This can help us remove any cache-related matters that may have contributed to QBO's unusual behavior. 

 

Here's how to activate incognito mode in some of the most common online browsers:
 

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

 

If you can finally import your products and services with no error, it's safe to say that the browser has caused it. This can be fixed by clearing your cache and cookies. This helps refresh website preferences that might be causing problems when you use QuickBooks.

 

Moreover, I'll also share this article that can serve as your reference to know answers to the most frequently asked questions about importing: Common questions about importing data to QuickBooks Online.


I'm looking forward to getting this sorted out. Feel free to leave a reply if you require further assistance. The Community team always has your back. Have a good one.

RDAVIS5467
Level 1

sales invoice activity

Are you available live now

Angelyn_T
QuickBooks Team

sales invoice activity

Hi, RDAVIS5467.

Our live support is available M-F from 6 AM to 6 PM PT, and Saturdays from 6 AM to 3 PM PT only. The good news is that the Community forum is open 24/7 to cater to our customer's needs.

I want to take care of your concern firsthand on our page. With that, may I know what are you trying to achieve or what specific concern you need help with QuickBooks? This way, I'll be able to give you the right amount of information as quickly as possible.

Additional help is much appreciated. Just leave a comment below. Have a good one!

jayanthi 1
Level 1

sales invoice activity

talk to human

jayanthi 1
Level 1

sales invoice activity

whether Quickbooks closed in india for all users

 

Fiat Lux - ASIA
Level 15

sales invoice activity

@jayanthi 1 

QBO India version is discontinued. You can use QBO Global version if required.

jayanthi 1
Level 1

sales invoice activity

Thank you 

Temesia
Level 1

sales invoice activity

I live in Fiji and we use QuickBooks online.... i just found out i couldn't connect my bank account to QuickBooks online , i have a westpac banking account.

GebelAlainaM
QuickBooks Team

sales invoice activity

Thank you for reaching out here in the Community, @Temesia. I'll make sure to help you connect your bank to QuickBooks Online (QBO).

 

I'd appreciate additional information about this issue. I want to ask if you get an error message when you connect to the bank, so I can provide a resolution that fits your situation.

 

In the meantime, you can perform basic browser troubleshooting to improve and speed up your browser. You may be unable to connect to Westpac banking due to the number of cookies and caches.

 

Here's how:

 

  1. Restart your browser.
  2. You may run your payroll in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

 

Google Chrome: press Ctrl Shift N

Mozilla Firefox: press Ctrl Shift P

Safari: press Command Shift N

 

If it works, you can return to your regular browser and clear your browser's cache. Then you may see if it fixes the problem and gets started on the tasks at hand. Nevertheless, you can use another supported browser.

 

Your transactions will automatically download once you connect your bank account to QBO. All you have to do is approve the way QuickBooks categorizes them. You may visit this page to learn more: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know if you have further clarification or additional information about your bank connectivity or how to manage your bank transactions. I'll be around. I hope you have a beautiful day!

Temesia
Level 1

sales invoice activity

Thank you for this but i don't think you understand. My bank provider (Westpac Fiji) is not listed in the Bank providers when i try to add connection to on quickbooks. I have made numerous request for Quickbooks to add my bank provider.

Temesia
Level 1

sales invoice activity

I dont think you understannd. My bank provider Westpac (Fiji) is not available on your list of banks. Please advice why this is happening

ChristieAnn
QuickBooks Team

sales invoice activity

I appreciate you for coming back to the thread and clarifying your issue about connecting your bank to QuickBooks Online. Also, for making a request for support for your bank. With this, I'll ensure you can perform alternative steps so your transactions from your FI show up in QuickBooks.

 

Please know there are a number of reasons why you can't find your financial institution when you set up this in QBO. These are:

 

  • Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
  • Use very specific names to search for your bank. If you still can't find anything, try broader names like "HSBC".
  • Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
  • Search for the name of the issuing bank, meaning the bank that issued your bank card. "Chase", "HSBC", or "Bank of America" should work, but "Visa" may be too generic.

 

Since you already asked support for your bank, I suggest manually downloading your transactions in the meantime by importing a CSV file into QBO. You may open this article to see instructions on how to complete the process: Manually upload transactions into QuickBooks Online.

 

Lastly, I'm adding this article if you need help categorising your imported entries by matching or adding them to avoid duplicate data: Categorise and match online bank transactions in QuickBooks Online.

 

I'm looking forward to having your bank added to QuickBooks. Feel free to leave a reply if you need further assistance with managing your bank to QuickBooks. I'm always around to help, Temesia. Have a good one.

Fiat Lux - ASIA
Level 15

sales invoice activity

@Temesia 

Use the converter tool (e.g csv2qbo) as a workaround 

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

 

Cathyj0911
Level 2

sales invoice activity

Hi QBO support i am unable to reconnect the bank feeds?

 

LieraMarie_A
QuickBooks Team

sales invoice activity

We're here to ensure everything is running and working seamlessly, @Cathyj0911.

 

May I know your bank's name and the error message you're getting when linking it to QuickBooks? Some banks have multiple names on our list. You can try logging in to all bank's extensions if there are multiple results when you search it.

 

Here's how:

 

  1. Go to the Banking menu.
  2. Select Connect account.
  3. Enter the name of your financial institution. When it appears, select it from the list.
  4. Select the link to go to your bank's website. This opens a new window.
  5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
  6. If you can access everything, sign out of the financial institution's website.
  7. Go back and continue to add the account in QuickBooks Online.
  8. Continue to add the account to QuickBooks Online.

 

You can also refer to this article for additional information: Find Your Bank or Credit Card Account.

 

If you're still unable to connect it, you may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

 

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl Shift N
  • Firefox: Ctrl Shift P
  • Safari: Command Shift N

 

If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. After you import your transactions in QuickBooks, you can review them in the For Review tab.

 

I'd be happy to see you again here in the Community. We're always here to help if you need assistance with managing bank feeds. Have a good one.

Robinslay
Level 1

sales invoice activity

Set up is not working wirh my new Inuit.

DHeraV
Moderator

sales invoice activity

We appreciate you joining here in this thread, @Robinslay.

 

In order to assist you effectively, could you please provide us with more details about your situation? Specifically, let us know what specific setup is not functioning as expected and which Intuit product you are currently using. 

We would greatly appreciate it if you could share any screenshots or relevant information that you have. This additional information will help us gain a better understanding of your concern and allow us to provide you with the appropriate assistance.

 

We're looking forward to hearing back from you. Don't hesitate to drop a reply. The Community team always has your back. Have a good one!

timhardt
Level 1

sales invoice activity

I need help with my account. Im not able to log in to OB D

Jane Reyzel
QuickBooks Team

sales invoice activity

We appreciate your time raising this concern with us, @mike-themauiartg. Rest assured, we'll get this fixed. 

 

If you are having trouble with logging in to you QuickBooks Online account. We can try to recover your Intuit Account if you can’t sign in.

 

We can also try troubleshooting your browser. Here's how: 

 

1. Open a new incognito browser shortcut:

  • Google Chrome: press Ctrl Shift 
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

2. Log in to your QBO account (quickbooks.intuit.com)

 

If you can perform this without trouble, go back to your regular browser and clear its cache

 

May I also know the error message you've encountered while logging in? Any additional information about your concern would help us assist you. 

 

We are looking forward to hearing more from you. Feel free to reply below. Stay safe, have a good day. 

 

4Gal
Level 11

sales invoice activity

@timhardt 

QB Online or QB Desktop?

Bestpainters1
Level 1

sales invoice activity

I need help with one of my employees sign in 

MorganB
Content Leader

sales invoice activity

Thanks for joining this thread, Bestpainters1.

 

I'm happy to lend a hand so your employee is able to sign in.

 

Just so I'm able to give you the best info, which software are you using - QuickBooks Online, QuickBooks Desktop, QuickBooks Time, or something else? Let me know and I'll be here to help.

Bestpainters1
Level 1

sales invoice activity

I have 2 employees who can’t sign in the workforce 

MorganB
Content Leader

sales invoice activity

Thank you for getting back to me with that info, Bestpainters1.

 

I want to make sure your employees are able to sign into Workforce (QuickBooks Time). 

 

Have the employees been sent an invite to join the QuickBooks Time account? If they haven't been able to set up their profiles yet, here's how you can resend the invitation:

 

1. In QuickBooks Time, go to My Team and select a team member to open their details.
2. In General, select Send invite or Resend invite.

 

Once the invite has been sent, the employee will then create a new Intuit account, or use one they already have to sign in. They’ll be taken to their QuickBooks Time account and given a short video tutorial. The following article provides additional info about adding and managing team members for QuickBooks Time.

 

If they're still not able to access the account, this link offers solutions to sign in another way, update their password, or recover an account: Get help if you can't sign in to your QuickBooks Time account

 

Please let me know how things go after giving this a try. I'll be here if you need any additional assistance.

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