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Other questions
Welcome to the thread, @accting101.
I want to ensure you'll be able to import your bank transactions without issues.
There are reasons why you encounter problems when importing bank transactions, like incomplete bank files or incompatible formats. In addition, changes from your bank can also create issues.
If I may ask, did you encounter some error message when you downloaded transactions from your bank? This is for me to check if there's an ongoing issue about this. In the meantime, I recommend following the troubleshooting steps below:
- Create a backup of your company file.
- Make sure you're using a supported version of QuickBooks Desktop.
- If you use Advanced Mode in bank feeds, you may need to sign in to your Intuit Account or switch modes. Import of web connect files (.qbo) requires you to sign in to your Intuit Account within QuickBooks Desktop.
For more details about the process, you can check out this article: Fix Web Connect import errors.
For additional resources, this article provides information on how to review the log files and instructions to fix bank errors: Collect Bank Feeds log files.
Please let me know how things go on your end by adding a comment below. I'm more than happy to help. Keep safe!