Banking

Hi there, @GSCHMIDT.

Thank you for joining the Community. I'd be happy to help share some information about importing the .qbo file to the correct account. 

It's possible that when you set up the account for bank feeds, the bank connected to QuickBooks is Business Checking and not Wells Fargo. To fix this, you can disable and re-enable Bank Feeds to correct the settings. This way, the most current information will be posted to the accurate location during re-setup.

To start, let's make sure to create a backup of your company file to protect against accidental data loss. After that, let me show you how to deactivate bank feeds for an account:

1. From the Lists menu, select Chart of Accounts.
2. Right-click the account that needs to be deactivated then select Edit Account.
3. Go to the Bank Feed Settings tab.
4. Select Deactivate all online services. You should get a confirmation that you have just disabled one or more online services for the account, but it does not cancel the services with the bank.
5. Choose OK then click Save & Close.

After that, make the necessary changes if there's any, then re-setup the account for bank feeds.

Here's how: 

1. From the Banking menu, select Bank Feeds.
2. Choose Set Up Bank Feeds for an Account.
3. In the Enter your Bank’s name field, enter the name of your bank. Note that as you type, QuickBooks displays possible matches.
4. Click Continue.
5. Enter your Direct Connect login credentials. 
6. Select Connect.
7. Select the bank account you want to connect to QuickBooks.
8. Select Finish after the process completes.

That should do it. You have now successfully activated online banking and can download the transactions in the correct account.

I've attached an article for additional reference about this, as well as a series of basic information that covers about bank feeds in QuickBooks Desktop: Edit Bank Feed settings for bank or credit card accounts.

Keep me posted how it goes. I'll be happy to help you further about importing bank feeds to the correct account in QuickBooks. Wishing you and your business success.