Rose-A
Moderator

Banking

Thanks for looping in, NickPace.

I'm here to help you get the QFX file into QuickBooks Desktop. Let's get started.

 

The QFX file is also known as a WebConnect file. However, this format is only supported in QuickBooks Online. While in QuickBooks Desktop, the supported format is the .qbo file

 

You will first need to convert the QFX file into .qbo file to import the transactions into the desktop version.

 

To download web connect files:

 

  1. From the QuickBooks File at the top menu bar.
  2. Select Utilities and click Import.
  3. Choose Web Connect Files.
  4. Select the QBO file you saved, then select Open.
  5. When prompted to Select Bank Account, select:
    • Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
  6. Select Continue. You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
  7. Go to the Bank Feeds Center to review your transactions.

 

You can get more details in this article: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Import-web-connect-qbo-files/m-p/1858....

 

If you need more help with importing bank transactions in QuickBooks Desktop, please let me know. Have a great rest of your day.