It will be my pleasure to help you get to the bottom of this, @JCQ76.
QuickBooks Desktop (QBDT) recommends using Internet Explorer (IE) when connecting your bank to the system. It is also the default browser when accessing the internet and other online services.
As an alternative, I recommend manually uploading your transactions. Let me guide you on how.
- Open a web browser and sign in to your bank’s website.
- Follow the instructions to download your transactions as a QuickBooks Web Connect (.qbo) file.
- Once done, go to the Banking menu.
- Select Bank Feeds, then Import Web Connect Files.
- Click the QBO file you saved, then select 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.
- Select Continue, then OK.
- Go to the Bank Feeds Center to review your transactions.
You can also check the Import Web Connect (.qbo) file section in this article for more details: Set up bank accounts for Bank Feeds in QuickBooks Desktop.
Once you’re done, you can now confidently categorize your transactions and reconcile your accounts in the future. To be guided accordingly, you can utilize these links for reference:
I can see having the option to set another default browser in QBDT is a great additional feature to the system. Rest assured our Product Developing team is always looking for ways in improving QuickBooks. To stay current on the latest updates and improvements about QBDT, you can visit our Product Updates page for reference.
If you need further assistance uploading your transactions or with your account, you can always tag me in your reply. I’ll be around ready to help you any time. Have a great day ahead.
