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A
arjavparikh
December 18, 2022
Question

bank feeds

  • December 18, 2022
  • 1 reply
  • 1 view

I created a new company in QuickBooks Desktop Pro Plus 2023 by using a file from the accountant.  The file had all transactions until end of last year (2021).

 

I went to my participating bank and downloaded all transactions for this year (2022) until today in the qb format and imported to the company file in QB.  While doing it, I linked bank accounts to existing accounts in the company file and all went well.

 

Now I am trying to setup online banking feed to automatically download/match all transactions moving forward.  I am able to connect to the bank and when I get to "Link" step, it shows my bank accounts on the left, and on the right hand side, it shows quickbook accounts.  The dropdown for quickbooks accounts doesn't show my existing bank accounts in the company file.

 

What should I do?

Thank you in advance for your help.

Best Regards,

Arjav Parikh

1 reply

C
Carneil_C
Level 6
December 18, 2022

Hello there, @arjavparikh.

 

I appreciate you for posting and laying out the details of your concern. I'm here to address your query about your account not existing in QuickBooks Desktop.

 

We can set up an account using the Direct Connect or Web Connect method. But before doing so, please ensure to reach out to your bank and verify what way is available in connecting to QBDT.

 

If your bank offers Direct Connect, a PIN or password from your bank is needed to use this. Then, download your electronic statements to your Bank Feeds.

 

Otherwise, if the bank offers Web Connect, download a file (.QBO) with your company's transactions from your bank or credit card and import that file to add those transactions to your accounts. I'll show you how:

 

  1. From Banking, select Bank Feeds, then Import Web Connect Files.
  2. Choose the .QBO file you saved, then tick Open.
  3. Select your bank account.
  4. Click Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.
  5. Go to the Bank Feeds Centre to review your transactions.

 

For more details about setting up a bank account, please see this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

Once everything is in place, you can utilize this article for reference in downloading and organising your bank transactions seamlessly: Download bank feed transactions in QuickBooks Desktop.

 

I’m always ready to assist you if you have any other questions or concerns about managing your accounts. Tag me in your reply, and I’ll sprint back into action. Have a good one, and keep safe.

T
The Poolman
December 23, 2022

I have a similar issue,

After down loading the bank feed saving the file to our desk top and opening up the file,  Quickbooks opens up the 2022 version we still have on our computer

We have upgraded to QB2023 and cannot get the bank feed to open in Quickbooks 2023 version.

Any suggestions

Thanks

E
Ethel_AQuickBooks Team
QuickBooks Team
December 23, 2022

I appreciate you for jumping into this thread and letting us know you had the same concern, @The Poolman.

 

I'm here to share information about your concern about being unable to open the bank feeds after upgrading to Quickbooks Desktop 2023.

 

As mentioned by one of my colleagues above, AileneA, problems with data integrity frequently bring on unusual behavior. To pinpoint the problem, I advise running the Verify Rebuild tool. This procedure checks your file for flaws and immediately fixes them. Check this article as your reference for the steps: Verify and Rebuild Data in QuickBooks Desktop.

 

I recommend downloading the QuickBooks Tool Hub and performing the Quick Fix my Program to resolve the problem if it still exists. For the entire procedure, please see this link: Repair your QuickBooks Desktop for Windows.

 

When everything is fine, you can reconcile an account in QuickBooks Desktop to match your bank accounts.

 

But if the issue continues, I suggest contacting our Phone Support staff. A representative will screen-share with you to help you further.

 

Keep me posted on how the steps work. I'll be right here if you have follow-up questions.

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