BettyJaneB
QuickBooks Team

Banking

Hi there, @JeffLyden.

 

It's nice to have you in the Community today. I'd be glad to assist with downloading your bank transactions to the correct account.

 

If the transactions are coming from your bank, you'll need to reach out to our financial institution to verify why is it showing on the incorrect account. This is because QuickBooks is only dependent on the transactions that were transmitted from your bank. 

 

However, if the transactions are from a third party application, you'll need to check on the settings to map the accounts correctly. QuickBooks Desktop does not receive data through automatic sync since it's an offline product. Data is instead exported to an Intuit Interchange Format (IIF) file, which you will then download and upload it to your QuickBooks Desktop account.

 

To learn more about importing files in QuickBooks, please check out this article: Import Intuit Interchange Format (.IIF) files. 

 

There you have it!

 

Please let me know if you're referring to something else by replying into this thread. I want to make sure everything is accurate on your end. Have a good one!