Hello there, @Smccall22.
I hear your sentiments. Let me make it up to you by sharing a couple of details regarding pulling up bank information in QuickBooks Desktop (QBDT).
Since you mentioned above that you’ve been on the phone with a representative, we’ll also take note of that experience to share with the team and put an action into it. This also helps us improve our way of delivering a resolution to our valued customers.
If you want to import your transactions into QuickBooks Desktop, you can do it with Web Connect files so they become available in your bank feeds. You can obtain the transactions from your bank's website by logging in. Save them to your PC after you're finished. Then you can import them right away by following these steps:
- From the main menu click File, select Utilities. Then, choose Web Connect under Import.
- Select the file you saved and click Open.
- Select bank account, you can either select Use an existing Quickbooks account or Create a new QuickBooks account.
- Select Continue and then, OK. Once done, you can now review your transactions by going to the Banks Feed Center.
On the other hand, if the names of your vendors and customers are not available when you import your bank transactions, you can enter them manually in your account.
Furthermore, you can check out the following articles about adding and matching transactions as well as reconciling your account in QuickBooks Desktop.
Let me know if you need further assistance with banking. I’ll make sure to get back to you as soon as I can. Have a great day!
