I appreciate you for sharing your concern in the Community, @PBentley83. I'm here to share some information on how CSV files work in QuickBooks Online (QBO).
To fix this, you can export a report to Excel from QuickBooks and save it as CSV so you can import the transactions from an Excel spreadsheet.
To import a spreadsheet into QuickBooks, you'll need to format it correctly. Check this article as your reference in preparing your CSV entry: Format CSV files in Excel to get bank transactions into QuickBooks.
When your file is formatted correctly, follow these steps to upload them into QuickBooks Online.
Nonetheless, I recommend performing some basic troubleshooting steps. This way, we can eliminate common errors that occur in their company files. A stored cache can usually cause this kind of issue. Let’s rule this out by using a private window or incognito:
- Google Chrome: Press CTRL + Shift + N
- Safari: Press Command + Shift + N
- Mozilla Firefox: Press CTRL + Shift + P
Check the page after logging into your QuickBooks Online account. Manage your clients once the page loads correctly. To solve the problem altogether, clear the cache in the default browser.
To complete the procedure, close any open browser windows after the prompts are finished. This will update your browser's cache with new, accurate information. Since they don't use the data from the already-existing webpage, you can also use another supported browser.
Please let me know if you have any other questions while importing your transactions to QuickBooks. I'll be right here to provide additional assistance. Keep safe!
