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If you are using QuickBooks Desktop, we can use the Web connect (.QBO) files feature to download bulk credit card transactions from your bank’s website into QuickBooks. The (.QBO) files can be downloaded and saved on your computer. Then, you can import the transactions so they become available in your Bank Feeds. If your bank offers Web Connect, juts follow the steps below:
- Go to the Banking menu.
- Select Bank Feeds, then Import Web Connect Files.
- Choose the QBO file you saved, then tap 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.
- Hit 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.
You an also download your credit card transactions using the Direct Connect feature. The first time you connect, QuickBooks automatically downloads the maximum number of transactions available from your bank. This is as much as QuickBooks can download depending on the bank, this can give you up to a year of historical transactions. Most banks may only download the previous 90 days. See the Download Bank Feed transactions in QuickBooks Desktop article for the steps and details.
Feel free to visit our Banking page for more insights about managing your bank feeds in QuickBooks Desktop.
I'm just one post away if you need a hand with reconciling your accounts or any QuickBooks related. I'll be here to ensure your success. You have a good one.
