I'm here to ensure you can import your .qbo file successfully,
Charlottetaylor.
There are a few factors why issues when importing a .qbo file occur:
- The files from the bank are incomplete or in the wrong format
- There are changes on your bank's end
Before doing a fix, you'll have to create a backup copy of your company file first, then ensure you have the latest QuickBooks Desktop version installed to have the latest features and fixes.
Once done, download your Web Connect file directly from your bank, not from inside QuickBooks. This is to ensure you'll download the appropriate file. Here's how:
- Sign in to 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.
To learn more about how to fix web connect import issues, check this article: Fix Web Connect import errors.
Keep me updated with additional info on this issue. I want to ensure everything is taken care of for you.
