Batch Transactions crashing when saving CSV upload

Try opening your QBO account on any private/incognito browser.

Hello there.

We always aim to provide the best experience when navigating QuickBooks Online to perform different tasks. I'll provide relevant troubleshooting to isolate issues that prevent you from importing transactions by batch. Let me walk you through the process.

I agree with @Chrea. You can access your company file using a private window, as this will avoid interruptions from corrupted cache files. Outdated data can cause the software to crash, get stuck on a particular page, or other unexpected behaviors.

You can proceed to these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

Once it works, switch to your regular browser and clear its cache to update the website's preferences. We also recommend using an updated and supported browser to maximize your navigation experience.

Moreover, you'll want to generate custom fields to monitor specific information about your vendors and expenses that are most important to you. For more information, refer to this article: Use custom fields for vendors and expenses in QuickBooks Online Advanced.

We're a few posts away if you require additional assistance regarding importing transactions by batch in QuickBooks Online. Please keep us updated by tagging us in your response in this thread.

I'm using the QBO desktop app, not a browser. However, I tried it in a private window, same result. It's a batch of four items, I tried each one separately, each failed. I used this process a few days ago, no problems. In fact, I used is about 30 mins before my original attempts last week with a batch of bills, that works. This is a batch of credit card charges / expenditures. Fail. Fail. Fail.

If there is a problem with my batch, it would be nice to know what it is. All QBO does is choke.

I use plenty of other SaaS products, including Salesforce and Microsoft web products, but only Intuit trots out "clear the cache" with such regularity as a solution to the myriad functional problems in QBO. It's tiresome. No doubt a result of poor product design and testing. 

But just out of curiosity, which cache would I clear for the QBO desktop app?

Hello there. We appreciate you getting back into this thread for clarification. Ensuring a seamless process for you when importing expenses by batch is essential to us.

Please know our product engineers are currently investigating the issue with batch transactions, where you can see the message "Hold Tight! Do not close your browser while we save your expense." They're determined to get relevant fixes to get you back to business.

In the meantime, I recommend contacting our customer support team to be added to the list of affected users. This way, you'll receive timely updates about the progress of this case via email.

Here's how:

1. Click (?) Help and choose the Search tab.
2. Select Contact Us, then pick Ask about something else.
3. Enter your concern in the designated box and hit Continue.
4. Determine how you would like to talk with an expert: Start a chat or Have us call you.

Additionally, ensure to observe their support hours to connect with them conveniently.

On the other hand, you'll want to clear corrupted cache files accumulated as you navigate the QuickBooks Online Desktop app. This refreshes your application to prevent unexpected behaviors that affect its functionality and features. To do this, go to Help and select Reset App Data.

Moreover, maximize your experience while performing different business tasks in the app by exploring this material for more guidance: Download and use the desktop app in QuickBooks Online (all versions) and Accountant.

Furthermore, the Expenses by Vendor Summary report can be your resort if you want to review all payments made to your vendor. Understanding your current expenditures will help you plan your future finances.

We encourage you to post any future inquiries about importing or entering batch transactions in the QuickBooks Online desktop app. We'll be available anytime you need additional assistance.

My gosh, QBO can't help but trip over it's own shoelaces. By resetting the data, I lost my customized menu settings. WHY?!?!? Is this for real? Every time I turn around this app requires more of my time just to maintain it. Can this application get any stupider?!?

Resetting the data created a lot of work putting my customizations back, but did not fix the saving of imported items. 

It's never easy when the tools you rely on aren't working as expected. Let's get you back on track as quickly as possible.

When you reset your app data in the QuickBooks Online Desktop app, it will lead to the loss of any customized menu settings you have configured. This action essentially restores the app to its default state, which means all personalized settings, including your customized menus, will be removed.

Also, I want to reassure you that we are diligently looking into the issue with batch transaction imports. In the meantime, I suggest contacting our Customer Care Team. They can add you to the list of users affected, ensuring you receive timely email updates as soon as a resolution is found.

Here's a step-by-step guide on how to contact us:

1. Go to the Help menu and select the Search tab.
2. Next, click Contact Us.
3. Select a topic to connect with the right expert or choose to ask about something else to enter a brief description of your concern. Then, press Continue.
4. Lastly, pick either Start a Chat or Get a Callback to start connecting with them.

For more info on using the QuickBooks Online desktop app, check out this article: Download and use the desktop app in QuickBooks Online.

For future use, here's a guide on generating reports to obtain a quick overview of your business transactions: Run a report in QuickBooks Online.

I appreciate your patience as our dedicated product engineers work diligently toward a solution. If you have any further questions or need assistance adjusting settings to suit your workflow or importing transactions into QuickBooks, please don't hesitate to reach out.