Thank you for visiting the QuickBooks Community again, BB7301. I'll be sharing details on how the WebConnect file works in QuickBooks Desktop. Then, I'll ensure you can import transactions into QBDT without errors.
Before uploading the WebConnect file from your bank, you have to deactivate Bank Feeds first for the specific account. This is to make sure that it allows you to import a web connect file to a connected credit card.
Here's how:
- Click the List tab at the top menu bar.
- Select Chart of Accounts.
- Right-click the account.
- Click Edit Account.
- Go to the Bank Feed Settings tab.
- Select Deactivate all online services.
- Select OK.
- Click Save & Close.
Then, keep in mind that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process. For additional insight into deactivating Bank Feeds, you may visit this article: Deactivate Bank Feeds for an account.
Once done, you can now start importing your transactions using Web Connect.
Lastly, you may refer to this article on how you can reconcile your accounts to avoid discrepancies: Reconcile an account in QuickBooks Desktop.
Keep me posted on how everything goes or if you're referring to something else in the comment section. I'm always around for further assistance. Take care and have a good one, BB7301.
