ccraig-stemania
Level 2

Banking

Hi.   I already have the link set up with PayPal.   The problem is that there are transactions from 2018 that were not imported.   They are within the 18 month window.  Given that I already have the link established, I think that puts me at Step 8 in your response.   I can get to the PayPal Bank under the Banking left pane Nav.   I have an option to Update, but that either lets me Upload a file or Order Checks.   If I select Upload File, the options are "Get info from your bank" or "Securely connect your bank".    My bank is connected, so I think I need to select the left option.   Here's where I run into problems.  I have downloaded the transactions that I want to import as both .csv and .iif.    QBO only accepts .csv apparently.   QBO locks up when I attempt upload the transactions.    Your help file tells me to do something completely different, and it is out of date.   So, I'm hoping you can walk me through step by step on how to correctly import transactions in a manner that is consistent with the Auto Feed.   Thanks!