Unable to upload bank transactions to new bank accounts
under review
P
Pat Hartley
Set up new company banking and credit card accounts. Do not want to link at this time. Want to upload transactions from CSV files. QBO bank transactions is not recognizing all the accounts, unable to upload via the "upload from file" because QBO does not find the account name. This should be fixed
P
Pat Hartley
Seems that now you need to use the gear icon to import CSV bank files, adding more steps. Could this please be fixed? Thank you
M
Mia Dreher
Hey Pat I don't think it accepts CSV files anymore. Think you have to use .qbo files from the banks
The status was updated to
under review