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millasz1203
Level 1

Why is my transactions not uploading even through I have updated everything and refreshed the bank connection

 
1 Comment 1
Dandie_A
QuickBooks Team

Why is my transactions not uploading even through I have updated everything and refreshed the bank connection

I appreciate you for laying out the details of your concern, millasz1203. Let me explain why you can't upload transactions to QuickBooks Online.

 

Before we proceed, ensure there are no issues on your bank's end, such as maintenance or security updates. Also, please verify if any errors occurred when connecting your bank to QuickBooks Online.

 

In the meantime, you can manually import transactions using a CSV file if your bank supports this format. This will help ensure your financial records in QBO remain accurate and complete, despite any technical issues.

 

Here’s how to manually upload transactions in QuickBooks:

 

  1. Go to Transactions, then Bank transactions.
  2. Select the Link account ▼ dropdown, then choose Upload from file.
  3. Use Drag and drop or select files to upload the file from your bank and click Continue.
  4. In the QuickBooks account▼ dropdown, choose the desired account, then click Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Choose the transactions to import and click Continue.
  7. Confirm by selecting Yes, then click Done.

 

Once your transactions are in QuickBooks Online, you can begin matching and categorizing each transaction. This process helps ensure that all entries are accurately reflected in your accounts.

 

Moreover, you can reconcile the transactions that you uploaded. This practice helps to prevent discrepancies and ensure the integrity of your financial reports.

 

Revisit us if you need additional assistance with uploading transactions in QuickBooks Online. We're always here to help.

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