Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
IrizA
QuickBooks Team

Reply to message

Thanks for getting back, John R1. I'll share some explanation as to why you're receiving a message prompt when importing your transactions.

 

If you're using the discontinued version of QuickBooks Desktop (QBDT), please know that using other services through QBDT will no longer be available. It includes importing your transactions from Web Connect. To continue using your company file, I can think of two options. You can upgrade your QuickBooks Desktop to the latest release or manually import your transactions.

 

After importing your transactions, you can categorize them from your Banking menu. Navigate to the Banking Feeds dropdown and click on Banking Feeds Center, or access this article for more detailed steps: Create rules to categorize transactions in QuickBooks Desktop.

 

When you're ready to reconcile, you can make this as a reference: Reconcile an account in QuickBooks Desktop.

 

Please let me know whenever you want to ask more questions about importing transactions in QuickBooks. I'll be glad to help you.

Need to get in touch?

Contact us