ShiellaGraceA
QuickBooks Team

Banking

Thanks for joining us here today, @knapiks.

 

Let me share some information about downloaded transactions. To verify, are you using Direct Connect? If so, QuickBooks will automatically download your bank transactions available from your bank. That could be the reason why you're unable to see the save option.

 

To see this option, you'll have to download your bank transactions using Web Connect. Right after you download the .qbo file, you'll be prompted to save the file before importing.

 

Here's a guide on how to upload bank transactions via WebConnect file: Download Bank Feed transactions in QuickBooks Desktop.

 

After downloading the file manually, you'll want to proceed with matching your bank transactions with QuickBooks.

 

Please let me know if you still have questions or concerns with bank transactions. I'm always here to assist you. Take care and have a good one.