SarahannC
Moderator

Banking

Hello there, Rachelwo.

 

I see how important to get this work done while there's an ongoing investigation about the online bank connection to QuickBooks. Since the process did not work as expected, we can try these initial steps to successfully upload them.

 

Start by opening your company in a private window. This is a special mode that deletes the history of any visited websites visited and will not save the information collected along the way. You can use any of these keyboard shortcuts to access one: 

 

  • Google Chrome: Ctrl + Shift +
  • Microsoft Edge: Ctrl + Shift +
  • Safari: Command + Shift +

 

If it works, go back to the regular browser and clear its cache. Alternatively, you can use another supported browser.
 

Still, we advised you to contact our Support Team directly for assistance with the challenges you faced while uploading transactions via a CSV file. Rest assured you'll get the help you need in no time.  Here's how:

 

  1. Go to this link: Support Team.
  2. Select Callback- We're open Monday-Friday 8:00am-6:00pm British.
  3. Pick the Chat with us button.

Additionally, I suggest checking this article to review your CSV file format: Learn about CSV formats.

 

Know that we are all right here to help if you have other concerns. Bye for now and stay safe.