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rajanbhallaupwor
Level 1

Unable to import the CSV

While importing the CSV file the bank account isn't showing in bank category
2 Comments 2
Fiat Lux - ASIA
Level 15

Unable to import the CSV

Use the trial version for csv2qbo to isolate the problem.

https://www.moneythumb.com/?ref=110

 

ReymondO
Moderator

Unable to import the CSV

Thanks for sharing your concern in QuickBooks Community, @rajanbhallaupwor.

 

It's possible that the problem you're getting right now might due to a cache issue. There are times when too much-accumulated cache in a browser can cause unexpected behavior with the product. This can be the reason why you're unable to see the account in the bank category.

 

To isolate the issue, let's run these steps:

 

  1. Open your browser's private window. This can help us identify if the problem is cache-related.
    • Google Chrome: Ctrl + Shift + N
    • Microsoft Edge: Ctrl + Shift + P
    • Firefox: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works, go back to your regular browser and clear its cache.
  3. If the issue persists, open an alternative browser available for you.

 

When importing data using a CSV file(comma-separated values), please take note of the accepted CSV file template format. You can refer to articles below for guidelines:

 

 

Once the format is followed correctly, try to import again and check if it now works. 

 

Have other questions in mind? Place them in the comments below, and I'll get back to you.