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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
JasroV
QuickBooks Team

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Welcome aboard to the Community space, @Squishy.

 

Recently, QuickBooks release an update about the discontinuation service. QuickBooks Desktop (QBDT) 2018 and other older versions are scheduled to be discontinued.

 

Your access to Live Support, Online Banking, and add-on services will be impossible after May 31, 2021. However, if you don't have any add-on services, rest assured, your software will continue to work for you.

 

To avail of our service, you'll want to upgrade your QBDT to the newer versions. To learn more about this, you can refer to this link: QuickBooks Desktop service discontinuation policy and upgrade information.

 

With regards to manually importing your bank transactions, yes, this option is still possible. Let me show you how.

 

  1. Open a web browser and sign in to your bank’s website.
  2. Follow the instructions to download your transactions as a QuickBooks Web Connect (.qbo) file.
  3. Once done, go to the Banking menu.
  4. Select Bank Feeds, then Import Web Connect Files.
  5. Click the QBO file you saved, then select Open.
  6. When prompted to Select 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.
  7. Select Continue, then OK.
  8. Go to the Bank Feeds Center to review your transactions.

 

You can also read the Import Web Connect (.qbo) file section in this article for more details: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

Once done, you'll want to categorize your transactions and reconcile your accounts. This way, we'll ensure your book is properly recorded. To be guided, check out these links:

 

 

I'll be around if you have other concerns or questions managing your transactions. It's always my pleasure to help you. Keep safe!

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