I'd be delighted to help you import transactions, TinaMMarino.
Before we start, we'll have to convert the file downloaded from Discover to a .QBO file to successfully import to QuickBooks.
Also, there are some possible reasons we're having trouble in importing a downloaded qbo file (Web Connect) in QuickBooks Desktop (QBDT):
- The files from the bank are incomplete or in the wrong format.
- There are changes on your bank's end.
Before we start fixing our Web Connect error, we'll have to create a backup of your company file. Then, make sure we've kept our software updated so we always have the latest features and fixes.
Next, we'll have to download the Web Connect file from your bank to ensure it's the correct file. Here's how:
- Sign into your bank's website.
- Find and download the Web Connect file (.qbo file).
- Open QuickBooks and your company file. Then, start importing your qbo file.
When you still encounter the error message, we can go back to the bank's website and review notifications. Follow the instructions to complete all the necessary updates.
In case the error continues, we can check this article to help you fix errors when using the web connect: Fix common Web Connector errors in QuickBooks Desktop.
I've also added this article for your future reference: Import and export data in QuickBooks Desktop.
Let me know how it goes in the comments below. If you have other importing concerns or managing transactions in QuickBooks, I'm just around to help.
