Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy now
@katherinejoyceO wrote:Welcome to the Community, @lenaraiwa. The supported file when importing bank transactions in QuickBooks Desktop is (.qbo) file.
Here's how to download web connect files:
- In the File menu, choose Utilities, then Import.
- Click Web Connect Files.
- Locate the QBO file you saved, then Open.
- When prompted to Select Bank Account, select the Create a new QuickBooks account.
- Click Continue, then OK.
Once done, go to the Bank Feeds Center to review your transactions. For additional information on this process, check out this article: Import web connect (.qbo) files.
Just in case, I'm adding these articles for future reference:
- Import and export data in QuickBooks Desktop
- Get started with Bank Feeds for QuickBooks Desktop
- Import/export CSV files
Feel free to leave a comment below if you need more help. I'm here for you. Have a great day!
I have a slightly different question. I am getting an error when trying to import a QBO file.
QB supports blames the bank...and guess what, the bank blames QB. IMO, QB should step up and analyze the file...I have not been waiting a week.
So I am thinking of trying to convert a .CSV file from my bank. I understand the QB has a plug in to do this. but I can't find it. Any clue how to get it?
I know there are 3rd party apps, that is my next option. This one looks the best, and you can try 10 trans for free. https://www.propersoft.net/products/transactions