Import a QBO file

Hi there, Berl Spit.

I appreciate you for coming back to the thread to add further details about your concern. I'll be sharing details on how connecting a bank account to import transactions works in QuickBooks Desktop. Then, to ensure you'll be able to achieve this matter.

When setting up Web Connect, you'll be prompted to select your bank account Use a QuickBooks account that exists which means that the account you're importing transactions into is already set up in QuickBooks. That said, it could be that the account you're trying to connect isn't in QuickBooks yet and that is the reason why you don't see the existing account. I suggest selecting the Create a new QuickBooks account so you're able to set up the account from your chart of accounts.

Once done, click Continue. Then, you'll see a dialog box telling you that the data has been successfully read into QuickBooks and click OK. After that, go to the Bank Feeds Center to review your transactions. You may open this article to view extra details: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

Lastly, you may refer to this article to view steps on how you can reconcile your accounts so they match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Desktop.

If you have other concerns or inquiries about importing transactions, let me know in the comments below. I'm just around to help. Take care and stay safe always.