SusCSRA
Level 2

Setup Banking

I have Quickbooks for Mac ver 2021, R10. I'm just getting started.....I've worked with QB before, so not a complete newb. I follow the steps to add my Online Banking, but when I browse to Downloaded Transactions to import my banking statement, QB won't let me select a file and upload it. I've tried using both PDF and CSV. I have Catalina (10.15.7) if that matters...Seems like a pretty simple process. I click Online Banking, a window pops up and I click Setup. I find my financial institution, then login and download a statement. I go to the Downloaded Transactions box and I get the prompt to setup. I cancel that, click on Import, but no love.

Any help is appreciated!

C

Solved