Hello there, JW360.
I appreciate you for performing the recommended troubleshooting steps to isolate the error you received.
Currently, we have an ongoing issue about uploading transactions from Bank of America. The concern likely stems from them and how they format their files. However, we are researching on our side to see if there are any changes we can implement to accommodate your file. With that, I'd suggest reaching out to our Phone Support team so we can add you as one of the affected users. You can do so by clicking the ? Help icon.
As a workaround, you'll have to upload the data using a CSV file. Let me guide you through these steps:
- From the Banking page, select Banking.
- On the Link account drop-down, select Upload from file.
- Click Drag and drop or select files and select the file you downloaded from your bank.
- Select Continue.
- Choose the account you want to upload the transactions.
- Click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you would like to import.
- Click Continue.
- Select Yes.
- Select Done.
Once uploaded, you can review the entries and match them with transactions you've already entered into QuickBooks. Feel free to pin these articles for the detailed steps of the process:
Either my colleagues or I will get back to this thread once we have an update. Thank you for your patience.
