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Replying to:
mguthrie
Level 1

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@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:

 

  1. In the File menu, choose Utilities, then Import.
  2. Click Web Connect Files
  3. Locate the QBO file you saved, then Open.
  4. When prompted to Select Bank Account, select the Create a new QuickBooks account.
  5. 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:

 

 

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



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