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Download bank feed transactions in QuickBooks Desktop

SOLVEDby QuickBooks1Updated 1 month ago

Learn how to download bank feed transactions in QuickBooks Desktop.

This article is part of a series that covers Bank Feeds in QuickBooks for Windows.

After you set up your accounts for bank feeds, you can start downloading transactions from your banks.

Here are a few things to keep in mind:

  • 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:

If you're using QuickBooks Desktop

  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.

If you're outside of QuickBooks Desktop

  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.

Back to Download Transactions

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