Joseph_A
QuickBooks Team

Banking

Let me guide you in importing your QBO file, @sse77mse-gmail-c,

 

Let's start by downloading your QBO files and saving them on your computer. Web connect (QBO) files are online banking transactions from your bank’s website. 

 

Here's how:

  1. Go to the Banking menu, then select Bank Feeds and Import Web Connect Files.
  2. Select the QBO file you saved, then click Open.
  3. When prompted to Select Bank Account, select:
    • Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
  4. Click Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
  5. Go to the Bank Feeds Center to review your transactions.

Learn what are the file lists and transaction types you can import into QuickBooks: Import and export data in QuickBooks Desktop.

 

If you need clarification with the process, you can always tap on us. Have a great day!