Bank Institution doesn't support download to QB (QB Pro2020) Is there a work around?

I'm delighted to have you here in the Community today, @LibertyMom. I'll share some details about how you can get your bank transactions in QuickBooks Desktop (QBDT).

Since the option to download bank transactions directly to QBDT is not available on your bank. Know that you can have your transactions in Quicken, and once you've got them set, you can convert the Quicken Data to have them available in your QBDT company. Also, you can choose to go with this process one time only or if you've got bank transactions that you want to have in your company. I'll gladly input the steps below so you can proceed. To begin, here's how:

1. Download the version of converter tool that matches the year version of your QuickBooks Desktop.
2. Launch the downloaded Quicken Converter, then select Next.
3. Select I accept the terms in the license agreement, then choose Next.
4. To start the installation of the Quicken Converter, select Next, then Install.
5. Select Launch Quicken Converter, then Finish.
6. Choose I am transferring data from Quicken for Windows, then select Get Started.
7. Select Open a data file located on this computer, then Select File.
8. Browse to select your Quicken file (.QDF) file and select OK.
9. Select Convert it!, then select OK.
10. To save your new Quicken Data File (.QDF) file, select Save, then select Exit.

For further guidelines, please see this article: Convert Quicken data to QuickBooks Desktop.

In addition, here's an article to help you manage bank transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

You can also check this page to learn about how to reconcile an account: Reconcile an account in QuickBooks Desktop.

Don't hesitate to get back to me if you need further assistance getting your bank transactions into QuickBooks. I'll be here, ready to help you out again. Take care, and have a nice day!

@LibertyMom 

What file formats does your bank provide? *.qbo, *.csv, *.pdf, *.qif?

THANK you.  I will give this a try.  I attempted it and was not successful, but will keep trying.  It just seems like it shouldn't be this hard.

I believe they provide a .csv and one other that I think was a super old kind, maybe a .obf (that maybe isn't correct and I already deleted that file type).

The info will down load to Quicken, so whatever file type that is also.

THANKS!!!

@LibertyMom 

As I checked, the *.obf file format is not related to any financial files. Maybe you mean *.ofx

You can utilize the converter tool if required.

https://www.moneythumb.com/?ref=110

So, I created a new Quicken file and downloaded the info to Quicken.  Do I have to accept the transactions and put them in the register or can I just use the info?

I downloaded the Quicken converter and ran the Quicken file through the converter.  When I open QB, I click on file, utilities, convert, from Quicken.  I go and locate the file, then I choose the QB file I want it to go to and it gives me an error of this is a read only file or something like that.

Can't get it to work.

Is there a YouTube video that will walk me through this step by step? 

I may have to just enter all these transactions manually.  I am getting further behind every day and don't have the brains to figure this out, I guess.  Disappointed that such an expensive software for small business is not more user friendly.

THANKS for any suggestions.

I'll help you successfully convert your Quicken file to QuickBooks Desktop (QBDT), @LibertyMom. 

Thanks for converting the data yourself. I have some data conversion troubleshooting steps to help fix the error. 

Adding your transaction to the QBDT register and storing it on your computer will suffice. Consequently, either alternative will suffice. The best action would be to convert it to continue expanding your business.

Using a converter is the right track if your Quicken version differs from your QBDT. Ensure that you select the .QDF, not the .QFX file to convert the data successfully. 

If you unintentionally convert the .QFX file, you need to convert it again using the correct data. Look for the upgraded .QDF file in a folder named Q18Files or Q17Files, which is at the exact location of your original Quicken file. The .QDF file also has the same name as your original Quicken file.

If you have a version of Quicken that is the same as QuickBooks Desktop, you don't need to use the Quicken Converter. Instead, you can use the Conversion Utility to convert directly to QuickBooks (e.g., Quicken 2019 to QuickBooks Pro, Premier, or Enterprise 2019). This way, we can avoid an error. 

For more details, see this link: Convert Quicken data to QuickBooks Desktop.

If the issue persists, I'd suggest running the verify and rebuild to help fix the error. Follow the steps below: 

1. Go to the File menu and select Utilities.
2. Click Verify Data and hit OK to close all windows. 
3. If there are no problems with your data, you're done. 
4. If you see Your data has failed the integrity check, go back to Utilities and select Rebuild Data. 
5. Click OK to make a backup to prevent data loss along the process.
6. Hit OK to continue the rebuild process.

For more information, see this link: Verify and Rebuild Data in QuickBooks Desktop.

Let me know in the comment section if you have more QuickBooks-related concerns. I'm around to take care of them for you. Stay safe always.