I can provide options to help you integrate online banking functions in QuickBooks Desktop, Christal3.
Since you're using QuickBooks Desktop 2020, the services you receive from this version will not be supported and may lose access to your file. As shared by my colleagues above, QBDT 2021 will eventually be discontinued after May 31, 2024. Thus, access to any updates, security, and support will no longer be entertained.
As of now, in recent desktop versions like 2022, 2023, and 2024, the online banking function is supported by the program. You can download your transactions using via Web Connect.
Please refer to these steps if you're within QuickBooks Desktop:
- Go to Banking.
- Select Bank Feeds then select Banking Center.
- Find your bank and select Download Transactions. This opens a browser window to your bank's website.
- Sign in to your bank's website to download the Web Connect file.
When outside of QuickBooks Desktop:
- Open a web browser and go to your bank’s website.
- Sign into your bank account using your normal process.
- Download your transactions as a QuickBooks Web Connect (.qbo) file.
Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.
Furthermore, you can utilize this reference if you've successfully upgraded your desktop file and imported your online bank transactions: Add and match Bank Feed transactions in QuickBooks Desktop.
I'll be around in this thread if there's anything else you need assistance with. Just let me know in the comments below, and I'll ensure to get you covered. Keep safe!
