Hi there, RexV.
I'd be glad to share another option with you. If your bank provides a .QBO file of you banking transactions, you can download them from their website. Then, import them in QuickBooks. Here's how:
- Open a web browser and go to your bank’s website.
- Sign in to your bank account following the normal process that you usually do.
- Download your transactions as a QuickBooks Web Connect (.qbo) file.
After getting a copy, follow these steps on how to import it in your company file:
- Go to the Banking menu, select Bank Feeds, and then click Import Web Connect Files.
- Look for the QBO file you saved, then select Open.
- When prompted to select a bank account, select:
- Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
- Click Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks.
- Select OK.
Once done, use this article as a guide on how to match and add categories: Add And Match Bank Feed Transactions In QuickBooks Desktop.
Please know that you can always reach out to us again or reply below if you have follow-up questions.
