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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:
- Go to the Banking menu, then select Bank Feeds and Import Web Connect Files.
- Select the QBO file you saved, then click Open.
- 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.
- Click Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
- 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!