I recently purchased QB desktop as I hated the online version. Went to link bank accounts and getting an error, no problem! log into our bank and choose the Quicken (Web Connect) download option and receive the following msg "The file does not have an app associated with it for performing this action. Please install an app or, if one is already installed, create an association in the Default Apps Settings page." How do I do this or what do I need to simply get our bank accounts uploaded into QB. If I download using Comma Delimited is there a way to upload this file?
Then, let's make sure your Windows is up-to-date to prevent an error like this. Here's how to check for any pending updates:
Click the Windows icon, and then select Settings.
Choose Update & Security.
On the pop-up window, you'll know if your operating system is updated. If not, then you can just click the Check for updates option. Then, follow the on-screen prompts to proceed.
Also, please ensure to import a .qbo file. This is the format supported in QuickBooks Desktop. Since you have a Quicken file, you can consider converting it first, or you can use a third-party app/service to achieve this.
To answer your questions, yes, there's a way to import the CSV file from your bank. You can convert it to an IIF format. To do that, you may follow this article as your guide: IIF Overview or use a third-party app as well.
Yes, if you've downloaded a Quicken bank file, a *.QFX file, and you have never installed Quicken, then if you double-click the file to open it locally, you'll get that message because your computer doesn't know what program to use to open the file. This is standard Windows behavior.
Also, you likely can't use the *.QFX file with QuickBooks, which wants the *.QBO variant of am *.OFX file.
You can clean up and convert a *.QFX file to a *.QBO file, or using our BRC OFX Cleaner