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Margie- MGL
Level 2

anyone else having issues with the bank upload file?

 
1 Comment 1
JoesemM
Moderator

anyone else having issues with the bank upload file?

You can use other file formats and perform browser troubleshooting steps, Margie.

 

Before doing so, did you encounter any error messages when uploading the file in QuickBooks? If so, sharing a screenshot would help address the issue more effectively.

 

For now, ensure you're using a supported file format, such as CSV, Quicken (.QFX), QuickBooks Online (.QBO), Microsoft Money (.OFX), or text (.TXT). Then, you can manually upload your transactions using these formats in QuickBooks.

 

Also, an outdated cache can slow down the program and can cause upload errors. Clear your browser's cache to avoid future issues.

 

Use these links for guidance based on your browser:

 

 

If the upload still doesn’t work, use a different supported browser to prevent browser-specific issues.

 

I'm adding this material for more hints while reviewing your downloaded bank and credit card transactions in our system: Categorise online bank transactions in QuickBooks Online. You can also reconcile your accounts regularly to compare each transaction with the ones entered into QuickBooks and your statements.

 

Count on me if you need further help with your banking data. I'm here to lend a hand.