upload bank transactions via batch QFX file

frank53
frank53 Quicken Mac Subscription Member
edited April 14 in Registers & Transactions (Mac)

I created QFX file from the bank statement and I imported it manually. This method worked out for the account Credit card but not for the account checking. Could you give me a suggestion how to succeed?

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Answers

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod

    Hi @frank53,

    Thanks for reaching out to the Quicken Community.

    I have a few questions to help provide the best troubleshooting steps:

    • During the import process, does it ask you to select two different accounts to link, or only one?
    • Do you receive any error code or message when importing the QFX file for the checking account?
    • Did you download two different files from the Financial Institution, or were the transactions all in a single QFX file for both accounts?
    • Has the sort order been changed in your checking account register? Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register.
    • Do you have any filters set? Click the Clear Filters button to the right of the account register’s filter dropdown. 
    • Are these transactions still marked as "pending" on your bank's website?

    I look forward to your reply!

    Quicken Carlos

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