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DesiraeSA
Level 1

Bank Account downloads in the wrong format

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?

2 Comments 2
ReyJohn_D
Moderator

Bank Account downloads in the wrong format

I've got your back, @DesiraeSA.

 

First, let me share the possible reasons why you're having the said error when importing your files into QuickBooks:

 

  • QuickBooks wasn't installed or a damaged installation of the program.
  • Pending Windows updates.
  • The file format isn't supported.

I have the needed fixes to resolve them. First, let's ensure to install QuickBooks Desktop on your computer. If you already do, then let's perform a clean install to refresh the system.

 

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:

 

  1. Click the Windows icon, and then select Settings.
  2. Choose Update & Security.
  3. 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.

 

When you're ready, you can now proceed with importing the file. Here's how:

 

  1. From the Banking menu, select Bank Feeds.
  2. Choose Import Web Connect Files.
  3. Select the .QBO file you saved, and then Open.
  4. Choose your bank account.
  5. Click Continue, and then OK when you get the prompt for a successful import.

In case you encounter any Web Connect import errors along the way, you can use this article to resolve them: Fix Web Connect import errors.

 

Then, you can go to the Bank Feeds Center to review your transactions. If need be, you can add and match your transactions to prevent duplicates and ensure they're accounted for correctly.

 

Feel at ease to comment back below if you have some follow-up questions about handling your files in QuickBooks. I'll be here to lend a hand.

BigRedConsulting
Community Champion

Bank Account downloads in the wrong format

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

 

You can also write your own *.QBO file from a Comma Delimited or Excel file downloaded from your bank using our BRC Excel to OFX/QFX/QBO Converter 

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