MirriamM
Moderator

Account management

Let me make it up to you by making sure you'll be able to import your file into QuickBooks, @JCAbooks4taxes.

 

When having issues with importing WebConnect files, we can create a new test bank account. Then, merge it to your original account to avoid duplicates. Doing so will help us determine if the account is corrupted or not. 

 

To do this, here's how:

  1. Go to the Lists menu at the top. 
  2. Choose Chart of Accounts from the drop-down.
  3. Tick the radio button for Bank and click Continue.
  4. Enter the correct bank's name in the Account Name field.
  5. Click Save and Close.
  6. Right-click the old account and rename it to the correct bank's name.
  7. Click Save and Close.
  8. Choose Yes when you get the prompt to merge the accounts.

You may check this article for additional reference: Fix Web Connect import errors.

 

Keep me posted if you have more questions about managing your file in QuickBooks. I'll be here to help.