Question

Desktop Premier 2020

Forum|Forum|6 years ago
November 6, 2019
2 replies
0 views

How do I manually import bank statements using Desktop Premier 2020?

QuickBooks Desktop

Level 9

It's nice to have you here, Mo19.

In QuickBooks Desktop, you can import bank statements using a Web Connect files (.QBO). Below are the instructions on how to do it:

Go to Files and choose Utilities.
Select Import.
Click Web Connect Files.
The Select Bank Account window will pop up. Choose either to Use an existing QuickBooks account or Create a new QuickBooks account.
Hit Continue. Then you can start importing transactions

I'm adding this article to learn more about importing .QBO files: Import web connect (.qbo) files.

Do let me know if you have other questions. I'm always happy to help.

M

Mo19Author

Thank you for your response. What can I do if the Select Bank Account window does not pop up?

R

Ryan_M

Moderator

Hi @Mo19,

Allow me to join this conversation and share some suggestions you can do to fix this issue.

You can download and run the QBRefresher Tool, which helps end QuickBooks processes in the background that are stuck. After the tool has worked its magic, re-open your QuickBooks.

You can also suppress your QuickBooks Desktop to ensure the app itself is working fine, and we can isolate the cause of this issue. Let me show you how:

Hold down the Ctrl key, then double click the QuickBooks Desktop icon.
Note: Don't release the Ctrl key until you see the No Company Open window.
Select a company file, then press Open.
You can then follow the steps provided by my peer, @Charies_M above.

You can restart your computer as well, and then try to run the QuickBooks Desktop app after that.

In situations such as this, you can refer to the steps given in this article: QuickBooks Desktop doesn't start or won't open.

If you have other questions, leave them below, and I'll get back to you.

C

composite-fx

I would like to import QBO files from a bank that is not listed in the bank feeds (Drummond Community Bank). When I use "File", "Utilities", "Import", "Web Connect Files" I see a list of .qbo files. When I select one to import, I'm given a screen for my previously entered Bank of America Credit Card account.

I have two options: "Use an existing QuickBooks account" or "Create a new QuickBooks account".

If I choose the existing account, all of the accounts that are listed are Credit Card accounts. If I choose "create a new...account", it only gives me the option of creating a new credit card account.

I have had this BANK account for a long time. How do I tell "Bank Feeds" to import a BANK account?

I'm truly perplexed. Nothing seems to give me an option to manually import bank feeds for this account.

How do I manually import QBO files for bank accounts for which I do not have the passwords, but the client gives me the .pdf statements? I use PDF2QBO to create the QBO files.

G

GraceC

Level 4

Thanks for posting in the Community, @composite-fx.

Allow me to enter this conversation and provide a few information. The steps shared by my colleague above is to import data in QuickBooks Desktop.

Since the file provided by your client is .pdf. I encourage getting in touch with our technical supports. They have the tools to pull up your account securely and further help to import your transaction in QuickBooks Desktop.

Here's how to connect with us:

Open QuickBooks.
Select Help from the top menu bar, then go to QuickBooks Desktop Help.
Click Contact Us.
Enter a brief description of your concern, then select Continue.
Choose Start messaging or Get a callback from the next available expert.

You may also check our support hours to ensure that we address your concerns on time.

We're always here to help if you have other questions. See you around!

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