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Replying to:
GlinetteC
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Hi, Malinda. I'm here to provide the information necessary to resolve the error message regarding Web Connect import issues in QuickBooks Desktop.

 

Incomplete bank files, incompatible formats, and changes made by your bank are the possible reasons for experiencing Web Connect issues.

 

Before proceeding, ensure to do and verify the following:

 

 

After ensuring and verifying the steps mentioned above, let's move forward by downloading the Web Connect file directly from your bank and confirming that it is in the .qbo file format. Here's how:

 

  1. Access your bank's website and sign in to your account.
  2. Locate and download the Web Connect file.
  3. Open QuickBooks and your company file, then import the .qbo file.

 

If you successfully import and notice your transactions are visible in QuickBooks, it will be necessary to disconnect your account and then proceed with setting it up again. 

 

If an error occurs during the file download process, consider reaching out to your bank for assistance, as they are best equipped to address any issues that may be occurring on their end.

 

If the error persists, you can proceed to Step 2 in this article to resolve the problem: Fix Web Connect import errors.

 

Rest assured that I'll provide continued assistance whenever you require help importing bank transactions in QuickBooks.

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