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suds1
Level 3

Error importing QBO files into Desktop Pro 2021

I can see that I am missing transactions in desktop. I created a QBO file from the AMEX website. When I try to import that file into desktop (file->Utilities->Import->Web Connect Files, I get the message that there are no new transactions. I can see the transactions. Is the best course of action to kill all links between desktop and AMEX? (This is what I'm going to try)

7 Comments 7
Fiat Lux - ASIA
Level 15

Error importing QBO files into Desktop Pro 2021

Can you download the file in *.csv from AMEX?

You can use the trial version of the csv2qbo converter tool to get the *.qbo file and try importing it into your QBD to isolate the problem.

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

 

SirielJeaB
QuickBooks Team

Error importing QBO files into Desktop Pro 2021

We value your continued participation in the Community space. It's our goal to QuickBooks users utilize the program smoothly. Please know that experiencing runtime error isn't what we want for you. 

 

Web Connect issues can happen for several reasons, like incomplete bank files or incompatible formats. Changes from your bank can also create issues.

 

Before we proceed, please make sure that you have a backup of your company file and that you are using a supported version of QuickBooks Desktop. If you use Advanced Mode in bank feeds, you may need to sign in to your Intuit Account or switch modes. Importing web connect files (.qbo) requires you to sign in to your Intuit Account within QuickBooks Desktop.

 

We are delighted to guide you through the process of resolving the error you are experiencing when importing QBO files into your QuickBooks Desktop. Please follow the steps outlined below:

 

Step 1: Download the Web Connect file

Step 2: Review notifications from your bank

Step 3: Switch Bank Feeds modes

Step 4: Create a test file

If you are able to import the file and see your transactions, there may be a settings issue. In that case, please revert to your original company file and reset the settings. However, if you are unable to import the file or cannot see your transactions, the issue is likely with the .qbo file from your bank.

 

For detailed instructions on each step, please refer to this article: Fix Web Connect import errors.

 

Additionally, you can visit this article about using the verify and rebuild tools in QuickBooks Desktop. These tools can help identify and resolve common data issues in your company file going forward: Verify and Rebuild Data in QuickBooks Desktop.

 

In case you encounter any errors while using, installing, or updating QuickBooks, you can utilize the repair tool for QuickBooks Desktop to resolve common issues and errors that the program may experience. 

 

To ensure the program has the latest features and product improvements, learn how to keep QuickBooks up-to-date by reading this article: Update QuickBooks Desktop to the latest release.

 

Please don't hesitate to reach out if you have any further questions or need assistance with other QuickBooks challenges. The Community is always available to help you. We wish you success in your business endeavors. Take care!

BigRedConsulting
Community Champion

Error importing QBO files into Desktop Pro 2021

Yes, it is likely that if you delete the bank feeds setup from the Amex account, by editing the account from your chart of accounts, that QuickBooks will then import all of the transactions that are in the *.QBO file.

dccblue
Level 1

Error importing QBO files into Desktop Pro 2021

I'm having this exact same issue. Did you ever find a way to resolve it?

4Gal
Level 10

Error importing QBO files into Desktop Pro 2021

@dccblue 

Do you have QBD 2021 or else?

dccblue
Level 1

Error importing QBO files into Desktop Pro 2021

I have Premier Plus 2023. Importing credit card transactions has always worked for me in the past. Its my Capital One credit card transactions that aren't working. 

dccblue
Level 1

Error importing QBO files into Desktop Pro 2021

When I go to import the file that I downloaded from Capital One it says there are no transactions even though I know there are a ton of them.

 

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