I'm here to share information on how you can upload your bank transactions, @OspreyVillage.
Since your bank feeds no longer work and QuickBooks allows Internet Explorer for your bank transactions. I'd be glad to share another option with you. If your bank provides a .QBO file of your banking transactions, you can download them from their website. Then, import them in QuickBooks. Here's how:
- Open a web browser and go to your bank’s website.
- Sign in to your bank account following the normal process that you usually do.
- Download your transactions as a QuickBooks Web Connect (.qbo) file.
Once done, you can now manually upload your transactions. Let me guide you how:
- Open a web browser and sign in to your bank’s website.
- Follow the instructions to download your transactions as a QuickBooks Web Connect (.qbo) file.
- Once done, go to the Banking menu.
- Select Bank Feeds, then Import Web Connect Files.
- Click the QBO file you saved, then select Open.
- When prompted to Select Bank Account, select:
- Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
- Select Continue, then OK.
- Go to the Bank Feeds Center to review your transactions.
You can also check the Import Web Connect (.qbo) file section in this article for more details: Set up bank accounts for Bank Feeds in QuickBooks Desktop.
Once you’re done, you can now confidently categorize your transactions and reconcile your accounts in the future. To be guided accordingly, you can utilize these links for reference:
Please continue to reach out to me if I can be of help while you're working in QuickBooks Desktop or if you have any other program-related concerns. I'm always here to help you out. Stay safe, @OspreyVillage.
