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Nice to have you in the Community space, @Estera1.
I can help you get around this issue. To start, let's ensure to enter the amount in your spreadsheet when importing your trial balance in your QuickBooks Online (QBO) account. This way, we can guarantee the importation is successful.
If the issue persists, I recommend accessing your QBO account in a private window (incognito) and import your trial balance from there. This way, we can verify if this issue is caused by the browser cache.
QBO uses cache files to load the page faster. When this gets full, this can cause an issue to the browser and affects the performance of your account.
Using a private window doesn’t save any cache files. Thus, this can help us identify the issue easily. To start, you can refer to these keyboard shortcuts in opening a private window:
- Press keys: Ctrl + Shift + N (Google Chrome browser)
- Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
- Press keys: Command + Shift + N (Safari browser)
Once open, import your trial balance again. If you’re able to import it without issue, I recommend clearing your regular browser cache to refresh the system. If this is not the case, I suggest using other supported browsers. This way, we can verify if this is a browser-integrated issue.
On the other hand, you can follow these steps on how to export your statements to MS Excel:
- Go to the Accounting menu.
- Select Chart of Accounts.
- Locate your preferred account and click the View register link.
- Then click the Export to Excel icon.
Let me also add this article that you can read for your future reference: Reconcile an account in QuickBooks Online. This resource can guide you in matching your bank balance and QuickBooks balance seamlessly.
If you need further assistance importing your accounts in QuickBooks, you can always tag me in your reply. I’ll be around ready to back you up. Have a good one and keep safe!
