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Replying to:
JenoP
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Hi there, RexV.

 

I'd be glad to share another option with you. If your bank provides a .QBO file of you banking transactions, you can download them from their website. Then, import them in QuickBooks. Here's how:

 

  1. Open a web browser and go to your bank’s website.
  2. Sign in to your bank account following the normal process that you usually do.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.

 

After getting a copy, follow these steps on how to import it in your company file:

 

  1. Go to the Banking menu, select Bank Feeds, and then click Import Web Connect Files.
  2. Look for the QBO file you saved, then select Open.
  3. When prompted to select a bank account, select:
    • Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
  4. Click Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks.
  5. Select OK.

 

Once done, use this article as a guide on how to match and add categories: Add And Match Bank Feed Transactions In QuickBooks Desktop

 

Please know that you can always reach out to us again or reply below if you have follow-up questions.

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