Hello there, @ChrisAC.
Here are some of the possible reasons you're having trouble in manually importing a downloaded qbo file (Web Connect) in QuickBooks Desktop (QBDT):
- The files from the bank are incomplete or in the wrong format
- There are changes on your bank's end
Before we start fixing your Web Connect error, you'll first have to create a backup of your company file. Then, make sure you've kept your software updated so you always have the latest features and fixes.
You'll first have to download your Web Connect file directly from your bank, not from inside QuickBooks. This is to ensure you'll download the appropriate file. Her's how:
- Sign in to your bank's website
- Find and download the Web Connect file (.qbo file).
- Open QuickBooks and your company file. Then, start importing your qbo file.
When you still encounter the error message, you can go back to the bank's website and review notifications. Follow the instructions to complete all the necessary updates.
In case the error continues, I'd recommend performing the suggested fixes in this article starting Step 4: Fix Web Connect import errors. It also includes Advanced troubleshooting steps to further isolate the issue.
Additionally, I'd recommend reconciling your accounts every month. This is to effectively monitor your income, expenses, and the growth of your business. For the step-by-step guide, you can refer to this article: Reconcile an account in QuickBooks Desktop.
Let me know how it goes in the comments below. If you have other importing concerns or follow-up inquiries about managing transactions in QuickBooks, I'm just around to help. Take care always.
