Forum Discussion

MDL's avatar
MDL
3 years ago

Cannot import bank statement since upgrade

Hi

 

Since we upgraded to the new platform I cannot manually import bank statements.   I hit the import button and the screen just hangs.   Any help appreciated.

 

thanks

  • Melisa_D's avatar
    Melisa_D
    Former Staff
    2 years ago

    Hi MDL, 

     

    Thanks for your post. I'd suggest clearing your browser cache and trying again, if that doesn't work can you try via a different browser. 

     

    This Help Article also has information on importing statements. 

     

    Do let me know how you go. 

    • MDL's avatar
      MDL
      2 years ago

      Thanks Melisa.  I have tried both options and unfortuntely neither has helped.     This is rally frustrating having no bankng data for a month.  Im not sure what else I can do

      • Melisa_D's avatar
        Melisa_D
        Former Staff
        2 years ago

        Hi MDL, 

         

        Is the bank statement a .QIF or .OFX file ? Also, can you please check to see that the bank statement is less than 10mb as it cannot be bigger than this requirement.

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