Let me help ensure you're able to bring in your bank transactions to QuickBooks Desktop, nanban.
I can provide some steps to isolate and check if the issue is coming from the .qbo file. You can start by downloading the Web Connect file from your bank outside of QuickBooks. Then, manually import them to record your transactions.
Here are the steps you can follow:
- Sign in to your bank's website
- Find and download the Web Connect file (.qbo file).
- Open QuickBooks and your company file. Then follow the steps to import the .qbo file.
If you see an error when you download or import the file, there may be an issue with your bank. Reach out to your bank for help.
If you can import and see your transactions in QuickBooks, follow the steps to reset your bank connection.
On the other hand, you can check to see if the issue is with your company fie. To continue, you can import transactions into a new company file. Here's how:
- From the File menu, select New Company.
- Select Express Start or Start Setup and fill out the required fields. Add the word "Test" to the company name so it’s easy to recognize.
- Select Start Working.
- In the test company, follow the steps to import the .qbo file. Import the transactions into the same bank account you're having issues with in your main company file.
If you can import the file in the test file, there may be a settings issue. Go back to your original company file and reset them.
- Open your original company file.
- Follow the steps to disconnect the account you're having problems with.
- Then reconnect the account.
- Once you reconnect, import the .qbo file again.
If you can import your transactions in your original company file, everything is fixed.
If the issue persists, I recommend contacting our QuickBooks Desktop Team. They can create a case and investigate this behavior.
Let me know how this goes by commenting below. I'm always right here to help you.
