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Banking
Thanks for joining this thread, chicagopos. I'm here to help and address your concern about importing transactions, specifically for debits.
Yes, we can customize to what transactions we want to bring in QuickBooks using Web Connect. We can export the debits from your bank, just ensure to download them as a (.QBO) file extension. If the deposits are also exported, we can remove them manually before importing them to QuickBooks.
Then, upload that file to your QuickBooks Desktop company file to add those transactions to your accounts.
- From Banking, select Bank Feeds, then Import Web Connect Files.
- Select the .QBO file you saved, then select Open.
Also, feel free to use these articles for guides:
If you encounter issues during the import process, this article is a great help to accomplish the task: Learn how to fix the import errors.
To keep them accurate from time to time, we can match and reconcile your account:
I'm always around if you have other concerns about importing transactions and any data in QuickBooks Desktop. If you need help handling your bank data, I'm also here to lend a hand. Have a good one.