Banking
Hi Steve,
Joseph_A has actually given you a good start by sharing the steps to import a QBO file. I'd be happy to provide you with more information.
The option he said is actually still available in QuickBooks Desktop 2021. Please refer to the screenshot below.
There is a different way aside from going through the Banking menu. Here's how:
- Go to the File menu.
- Select Utilities and then Import.
- Choose Import Web Connect Files. Then follow steps 2-5 in JosephA's answer above.
Once you have successfully imported your transactions, you can categorize and add or match them to your existing transactions in QuickBooks.
Comment below if you have other questions or clarification about this. I'll be here if you require further assistance. Have a good one!
