Banking

Hi AMT2,

You can use the WebConnect (.QBO) feature to import the transactions in QuickBooks. The (.QBO) files can be downloaded from your bank's website and saved it on your computer.

Then, follow these steps to import the WebConnect file:

1. Click File located in the upper left-hand corner.
2. Select Utilities, and choose Import, then Web Connect Files.
3. Select the .QBO file saved on your computer, and then click Open.
4. When prompted to Select Bank Account, choose: Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks. Otherwise, click the Create a new QuickBooks account.
5. Click Continue and a dialogue box show up telling you that the data has been successfully read into QuickBooks.
6. Click OK.

Once done, go to the Bank Feeds Center and review your transactions.

You can also check this article for more information: Import WebConnect (.qbo) Files.

If there's anything else you need help with QuickBooks, please let me know. Thanks.