Other questions

Thank you but I am not quite there yet.

I have purchased a subscription to Moneythumb and have converted my Bank Statements in .pdf format to Excel  and then save that .xls file to a .csv file using Excel. That file "Test Conversion with minus sign.csv" looks like this except with 87 rows including Date, Payee and Amount as the column headers.

Date,Payee,Amount
9/16/2015,Boles Feed Nacogdoches Nacogdoches TX Card 3523,-66.51
9/21/2015,Boles Feed Nacogdoches Nacogdoches TX Card 3523,-21.90
9/22/2015,Deep East Texas Elec. Bill PPD ID: 1750229997,-135.50

I then used MoneyThumb to convert this .csv file to a .qbo file.

When try to import the .qbo file created above in to Quickbooks using the following steps

Banking>Bank Feeds>Import Web Connect Files (choose the file Test Conversion with minus sign.qbo) I get a dialog box to choose a file which I do.

(Capture one.JPG attached)

I think this is because I previously imported this file (Test Conversion with minus sign.qbo). I then click OK and it takes me to the "Bank Feeds" dialog box which looks like this:

It is at this point I am confused.  What I want to get to is the screen where you actually import the downloaded (my terminology my be wrong) in the the Bank Register and where I can create Import Rules.

(capture two.JPG attached)

Can you help me with this process?  When I go to your website and watch a video I see this screen

(Capture 3.JPG attached)

I do not understand how to get to this stage.

Thanks,

Matt