Thanks for your quick response, ProGaitWays.
I know how important the bank feeds for you, and I'm here to help get this working.
Creating a new test bank account is one of our troubleshooting when we have issues with importing WebConnect files. You can merge it to your original account to avoid duplicate.
This process helps us determine if the account is corrupted or not.
Here's how:
- Go to Lists at the top menu bar and select Chart of Accounts from the drop-down.
- Right-click on the pop-up window and select New.
- Tick the radio button for Bank and click Continue.
- Enter the correct bank's name in the Account Name field and hit Save and Close.
- Right-click the old account and rename it to the correct bank's name.
- Hit Save and Close.
- Tick Yes when you get the prompt to merge the accounts.
Another solution that I'd recommend is to import the .QBO file in a new test company. This way, we'll be able to determine if the issue lies in the original company or with the formatting of the .QBO file.
Here's how:
- From the QuickBooks File menu, select New Company.
- Choose Express Start.
- On the newly created test company, add your bank account to the Chart of Accounts.
- Set up the account for Bank Feeds.
- Download or import the .qbo file.
If you've ever successfully imported transactions from the problem bank account to this company data file (.QBW):
- Reset the problem account in QuickBooks by deactivating the online connection.
- Re-establish the connection to the bank by importing the Webconnect file.
Lastly, performing the verify and rebuild process usually resolves the issue. You can always refer to the article shared by my colleague JuVielL for the complete troubleshooting of bank feeds.
The Community is always here, so please let me know if you have any questions or concerns. I'm wishing you continued success.
