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Replying to:
MadelynC
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Let’s sort this out, @TAX15.

 

Web Connect issues can occur for several reasons. I have some instructions here to help fix import issues in QuickBooks Desktop.

 

Before you import your transactions into the program, create a backup copy of your company file. Make sure you're using a supported version of QBDT and updated Internet Explorer.

 

Once done, check the file you’ve downloaded from your bank and make sure it is a .qbo file. If yes, review some notifications from your bank. Your bank will notify you if they have changes on how they support QuickBooks Desktop. Here’s how:

 

  1. Sign in to your bank's website.
  2. Check your messages.
  3. If you see any messages about changes, follow the instructions.

 

You can also create a test file to see if you can import your transactions into a new company file. Let me show you how:

 

  1. From the File menu, select New Company.
  2. Select Express Start or Start Setup and fill out the required fields.
  3. You can make a unique name or simply add the word "Test" so it’s easy to recognize.
  4. Click Start Working.
  5. In the test company, follow the steps to import the .qbo file.

 

If you could import, there may be a settings issue. Go back to your original company file and reset them. You can read this reference for detailed information to resolve Web Connect import errors.


Don't hold back to drop a comment below if you have additional concerns with importing process. It's my pleasure to be of great help. Take care!

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