Let me provide some insights about importing transactions in QuickBooks, @WFB.
The reason why the only account showing on the drop-down menu is the account is due to the system being unable to recognize the Web Connect file you're trying to import. So it's providing you a credit card account that isn't linked to online services yet.
To avoid this, let's download the Web Connect file (.QBO) from within QuickBooks Desktop.
Here's how:
- Go to the Banking menu.
- Select Bank Feeds and then choose Banking Center.
- Locate your bank and click Download Transactions.
- Sign in to your bank's website to download the Web Connect file.
This way, you can ensure that the Web Connect file will be downloaded directly to the correct credit card account.
You may open this article if you encounter any issues doing Web Connect: Fix Web Connect import errors.
To guide you in importing transactions in QuickBooks, I've added these articles:
Feel free to utilize the comment section below if you have other concerns. I'll be sure to get back to you. Have a wonderful day.
