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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
ReymondO
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Hey there, @Lovelandcpa.

 

I'd be glad to share insights about the import functionality in QuickBooks Desktop. 

 

Currently, this feature is still available in the program. May I know where did you get this info and the version you're currently using right now?

 

There are two ways to import transactions via Web Connect. Feel free to follow the steps below.

 

Within QuickBooks Desktop:

 

  1. Go to Banking.
  2. Select Bank Feeds then click Banking Center.
  3. Find your bank and select Download Transactions. This opens a browser window to your bank's website.
  4. Sign in to your bank's website to download the Web Connect file.

 

Outside of QuickBooks Desktop:

 

  1. Open a web browser and go to your bank’s website.
  2. Sign into your bank account using your normal process.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.

 

After you get the file, follow the steps from this article to download your data: How to import bank transactions into QuickBooks Desktop.

 

Please know that QuickBooks requires you to sign in to your Intuit Account once you import web connect files (.qbo). Once your transactions are downloaded, you need to match or add any new ones. That way, you can tell what transactions your financial institution has processed and which ones haven’t cleared the bank yet. 


If you have any other concerns, please let me know. I'd be glad to help you further. Have a good one.

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