BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
GlinetteC
Moderator

Reply to message

Hi, VBPB. I understand the frustration that arises when you encounter difficulties uploading your bank transactions into QuickBooks. Allow me to provide you with further information on this matter.

 

QuickBooks is dependent on the data transmitted by your financial institution. You may contact your bank and ask for a .qbo. file. I'll walk you through the steps to upload your transaction to your QuickBooks Desktop account. 

 

Here's how:

 

  1. Go to the File menu and select Utilities.
  2. Choose Import and then Web Connect Files.
  3. Locate the .qbo file you want to upload and select it.
  4. Click Open to start the import process.
  5. QuickBooks will prompt you to select the bank or credit card account to which you want to import the transactions. 
  6. Review the transactions in the import preview window. Ensure they are correct and match your bank or credit card statement.
  7. Click Continue to complete the import process.
  8. QuickBooks will import the transactions from the .qbo file into the selected account.

 

Also, ensure you're in Classic Mode

After successfully uploading the transactions, you can match them accordingly. 

 

If you need additional questions on this matter, you can post them below. I'll be sure to assist you more.

Need to get in touch?

Contact us