PDF Import not working
in discovery
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Laura Gershman
Import bank transactions as PDF - I have tried this a few times with different clients using different banks/credit cards and the same issue is happening. I am able to upload the pdf, select the transactions, continue, then a pop up saying "Ready to import?" appears. I am unable to check the check boxes or click import. Nothing happens. I have used this feature in the past and it worked. I saw that someone in the BL facebook group and several others had the same issue. Please look into this issue as I believe it to be a major bug. I called customer support and they told me I need to upload a CSV. I would like to be able to use the PDF feature that should be working.
Aditi Sahani
updated the status to
in discovery
N
Nicholas Guan
Hi Laura -
On the "Ready to import?" screen, did you see an action to "Map to account"?
In order to import transactions using PDF import, you have to select a ledger account that is in the QuickBooks company to import the transactions into.
If you haven't selected an account yet, then the card during the transaction review process would say "Map to an account in QuickBooks" - where you will then be able to select an existing ledger account (or create a new one) to import the transactions into.
The "Ready to import" screen has the additional reminder and messages in case you haven't selected one already. Let me know if this resolved your issue.
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Laura Gershman
Nicholas Guan No, I don't have either of those options.
N
Nicholas Guan
Laura Gershman: Are you only seeing a card that says "Unmapped transactions"?
I'm attaching a few screenshots to this reply with some commentary each step of the way. There are a lot of steps highlighted here, but I hope it breaks it down into manageable pieces. I will also send you an email separately in case you want to follow up over a Zoom call if you would like me to walk through the experience in real time.
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The status was updated to
under review