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Giovann_G
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I know this hasn't been easy for you, CK60606.

 

I understand how much time you spend fixing and downloading Capital One transactions. I'm with you and let's work together to get your bank connection fixed.

 

Before we begin, did you connect Capital One in QuickBooks Desktop via Direct Connect or Web Connect? Any information can assist me in providing the best solution to the problem.

 

If you connect through Direct Connect, this could be the reason why transactions aren't downloaded since Capital One discontinued this service to QuickBooks.

 

To bring your banking transactions into QuickBooks Desktop, let's switch from Direct Connect or Web Connect to the new Express Web Connect. Please update your QuickBooks to the most recent release before proceeding, and then clear any pending transactions. After that, make a backup of your company file so you can refer to it if something goes wrong.

 

Disconnect all related accounts before updating your Bank Feeds connection to ensure there are no discrepancies. Then, follow these steps to set up an account for bank feeds.

 

Here's how:

 

  1. From the Banking menu, select Bank Feeds, then Set Up Bank Feed for an Account.
  2. In the Enter your bank’s name field, type in the name of your bank or financial institution.
  3. From the My Company sign-in page, log in using your Intuit account credentials.
  4. Enter your online banking account credentials, then click Connect. QuickBooks will connect to the bank’s server.
  5. Choose the account(s) you want to connect to QuickBooks, then select Connect.
  6. Once done, hit Close.

 

Once done setting up accounts for bank feeds, you may now download your bank transactions through Express Web Connect. I'll show you how.

 

  1. From the Banking menu, select Bank Feeds, then Bank Feeds Center.
  2. In the Bank Accounts list, select the account you need to download.
  3. Click the Download Transactions.
  4. Once completed, hit Transaction List to process the transactions.

 

Check out this article for more information: Switch from direct connect to express web connect online banking.

 

Once the downloads are complete, you can now start the review process to match the ones in QuickBooks. Refer to this resource for a complete guide: Add and match Bank Feed transactions in QuickBooks Desktop.

 

If you need anything else, let me know. I'll be around to help you.

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