Download bank feed transactions in QuickBooks Desktop

Learn how to download bank feed transactions in QuickBooks Desktop.

Download your bank transactions to reduce manual entry and save time with your bookkeeping.

Important guidelines before you download

• Set up your accounts for bank feeds first, before you download your transactions.
• Back up your QuickBooks company file before you start downloading.
• You can't download transactions into the same QuickBooks Desktop company file more than once. However, your bank may be able to reopen the transactions on their side so QuickBooks can download them again. Reach out to your bank to get help with this.

Download using Web Connect

Some banks let you set a date range for downloads. If your bank doesn't have this option, you automatically get the maximum number of transactions available the first time you download. This may be 30, 60, 90 days, or more depending on the bank.

There are two ways to import transactions via Web Connect:

Download from your QuickBooks company file

1. Go to the Banking menu.
2. Hover over Bank Feeds and select Set Up Bank Feed for an Account.
3. Select your QuickBooks account, then select Next.
4. Select the Financial Institution for this account, then select Next.
5. Select Go to My Bank's Web site.
6. Sign in to your bank's website to download the Web Connect file.

Download from your bank’s website

1. Open a web browser and go to your bank’s website.
2. Sign into your bank account using your normal process.
3. Download your transactions as a QuickBooks Web Connect (.qbo) file.
   Note: Every bank has a different method for downloading QuickBooks Web Connect files. If you're not sure how to do it, visit your bank's website and look for their steps. If you can't find any, reach out to your bank for help.
4. Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.

Add and match your downloaded transactions

Add and match your downloaded transactions with the ones that you manually entered in your QuickBooks company file.

Note: You can delete any remaining previously matched or added transactions. Once you delete your downloaded transactions, you can't download them again. This avoids duplicate entries.