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rahul-beruwar-sh
Level 1

Am facing issue to upload the bank transactions from upload Button

 
1 Comment 1
MirriamM
Moderator

Am facing issue to upload the bank transactions from upload Button

Thanks for reaching out to us here in the Community, rahul-beruwar-sh.

 

Let me get the help you need to successfully import your bank transactions to QuickBooks Online (QBO).

 

One of the main reason why you're unable to import it to the program is due to the CSV file format. To help resolve this, let's check your template format if it's right. After that, try to import the file again and check to see if it works.

 

However, if you've encountered an error message during the process, I have some articles for troubleshooting steps to fix the problem:

Once imported, you can now go to the For Review tab to categorise, add, and match your transactions. 

 

If you need anything else, let me know by commenting below. I'm always here to help. Take care always.