Hi there, @TobyAM.
If you're unable to see your financial institutions and it doesn't offer online banking import or download services for QuickBooks, you can ask your FI to sign up through https://fi.intuit.com. Your financial institution controls what and how information is received by QuickBooks.
However, we can manually import the transactions so they become available in your Bank Feeds.
To download web connect files, here's how:
- From the QuickBooks File menu, select Utilities then Import and then Web Connect Files.
- Select the QBO file you saved, then select Open.
- When prompted to Select Bank Account, select:
- Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
- Click Continue.
- You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
- Go to the Bank Feeds Center to review your transactions.
You can browse this article it provides a series of information about Bank Feeds in QuickBooks: Get started with Bank Feeds for QuickBooks Desktop.
Also, you can contact our Customer Support Team to discuss the refund process. Here's how:
- Open QuickBooks.
- Go to Help, then select QuickBooks Desktop Help.
- Select Contact Us.
- Enter your concern, then select Continue.
- Choose Get a callback to connect to our support.
I'll share our Help articles it provides tips on how to manage your account in Quickbooks.
If you need more help, please let me know. Take good care.