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AlexV
QuickBooks Team

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Hi lnc216!

 

Thanks for posting here. Let me help you in importing the bank transactions.

 

First, I'd like to know if you encountered any specific errors. That way, I'll know exactly what's the reason you can't continue.

 

Before you upload the file, make sure that your QuickBooks Desktop is updated. You can follow the steps in this article on how to install the latest version: Update QuickBooks Desktop to the latest release.

 

Also, ensure that the file you downloaded is in .QBO format. This is the only supported file format for Web Connect. If the same thing happens, please check this link: Fix Web Connect import errors. Then, follow the steps from Step 4.

 

Once everything's good, you can now add and match the imported entries.

 

Need help in balancing your books? Please check this link: Reconcile an account in QuickBooks Desktop. This explains the steps in reconciling your accounts as well as how to print the reconciliation report.

 

Comment again here if you have additional concerns. Thank you!

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