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Replying to:
Rasa-LilaM
QuickBooks Team

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We appreciate you for being detailed about your concern, Matt_Moore. This information will direct us to the steps required to resolve the error.

 

Let's double-check the dates for your entries and then switch to Register Mode before uploading your bank data. Before we begin, allow me to share some information about why no transactions are imported:

 

  • The Web Connect file you are trying to import has no new transactions.
  • The transactions have been imported already. That is the dates collide leading to error.
  • The QuickBooks company file might have been damaged.
  • You imported a Statement with a longer date range, then attempted to re-import a statement for dates within that range.

 

It is possible that the date ranges of the transactions to be imported overlap, which leads to a web connect import error. If you are downloading and importing previously imported transactions, make sure you are not doing so. Then, switch to the Register Mode.


Here's how:

 

  1. In your company file, head to the Edit menu at the top and choose Preferences.
  2. Go to the Checking menu on the left panel and choose the Company Preferences tab.
  3. Click on Classic Mode (Register Mode) from the Bank Feeds section.
  4. Press the OK button.

 

Next, download the transactions directly from your Financial Institution's (FI) website and then import them. Here's how:

 

  1. Log in to your bank’s website.
  2. Download and save the.QBO file to your desktop.
  3. In your QuickBooks, head to the File menu to select Utilities and choose Import.
  4. Move to Webconnect files.
  5. Go through the File location and choose file and then Open.
  6. With the instructions from the Import Wizard, complete the import process. 

 

Once you've collected all of your company's data, categorize it to keep your records organized and easy to reconcile. For additional resources, you can go over the troubleshooting steps on how to resolve the following: Fix Web Connect import errors.

 

We want to make sure you have access to the information and tools you need to complete your accounting chores quickly. You can access them by going to the Community page.

 

Fill me in if you have other banking-related concerns or questions. I'd be delighted to answer them for you. Have a good one.

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