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March 2, 2019
Solved

Does anyone know how to stop Quickbooks from opening the wrong versions when downloading bank transactions?

  • March 2, 2019
  • 3 replies
  • 15 views
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Best answer by

Are you referring to QuickBooks desktop?

 

If so, save the file locally and then import it from the File | Utilities menu instead of double-clicking the *.QBO file to open it.

3 replies

Answer
March 2, 2019

Are you referring to QuickBooks desktop?

 

If so, save the file locally and then import it from the File | Utilities menu instead of double-clicking the *.QBO file to open it.

January 16, 2020

Thank you.

January 16, 2020

Hello, @George NY.

 

I’m happy to hear that the issue was resolved and we was able to help.

 

Feel free to come back to the Community if you have any questions. I hope you have a good night.

qualacctAuthor
March 2, 2019

Thank you.  It worked perfectly.

February 26, 2021

Having the same issue when import the .QBO file it opens up the 2020 QB and not the 2020 version.

It definitely is a .QBO file but it gives the following error message 

 

 

 

Moderator
February 26, 2021

Let’s sort this out, @TAX15.

 

Web Connect issues can occur for several reasons. I have some instructions here to help fix import issues in QuickBooks Desktop.

 

Before you import your transactions into the program, create a backup copy of your company file. Make sure you're using a supported version of QBDT and updated Internet Explorer.

 

Once done, check the file you’ve downloaded from your bank and make sure it is a .qbo file. If yes, review some notifications from your bank. Your bank will notify you if they have changes on how they support QuickBooks Desktop. Here’s how:

 

  1. Sign in to your bank's website.
  2. Check your messages.
  3. If you see any messages about changes, follow the instructions.

 

You can also create a test file to see if you can import your transactions into a new company file. Let me show you how:

 

  1. From the File menu, select New Company.
  2. Select Express Start or Start Setup and fill out the required fields.
  3. You can make a unique name or simply add the word "Test" so it’s easy to recognize.
  4. Click Start Working.
  5. In the test company, follow the steps to import the .qbo file.

 

If you could import, there may be a settings issue. Go back to your original company file and reset them. You can read this reference for detailed information to resolve Web Connect import errors.


Don't hold back to drop a comment below if you have additional concerns with importing process. It's my pleasure to be of great help. Take care!

February 26, 2021

Madelyn

thank you for the response.   I have a case # after spending 1 hour with tech.  support earlier.  We tried quite a few ways.    As a. Beta tester never ran into problem.

 

will you be able to email me next week to arrange a glance meeting?