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How do I import transactions when it says it is 'up to date'?

When I import the transactions from my bank it says 'Nothing imported. This account is up to date.' I assure you it is NOT up to date.  I downloaded one statement last night just fine, then when I did the next month it came up with that message.  The register does not show any 'new' transactions either.  I have imported from two other accounts just fine since this as well, one of them from the same banking institution.  I NEED to get these transactions ASAP. Please help me find them or figure out how to download them.  There are way too many to input them individually.
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Best answer 12-10-2018

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Established Community Backer ***

If this is web connect I suspect the .qbo file is formatt...

If this is web connect I suspect the .qbo file is formatted the same as the last import. Confirm that this in fact is a new file and use the below instructions to re import.

How to re import web connect files


Reloading web connect files. Each transaction within the file contains a unique identifier. With a little manual manipulation you can modify this identifier and reload the file. However, be careful the purpose of this unique identifier to make sure you don't import duplicate entries.  


1. Open the web connect file with the text edit.   


2. Select edit>find>find and replace.  


3. In the search field enter <FITID>  


4. In replace field enter <FITID>1  


5. Select "Replace All", then done.  


6. Import the web connect file into quickbooks (file menu-> Utilities-> import->web connect) 

24 Comments
Established Community Backer ***

If this is web connect I suspect the .qbo file is formatt...

If this is web connect I suspect the .qbo file is formatted the same as the last import. Confirm that this in fact is a new file and use the below instructions to re import.

How to re import web connect files


Reloading web connect files. Each transaction within the file contains a unique identifier. With a little manual manipulation you can modify this identifier and reload the file. However, be careful the purpose of this unique identifier to make sure you don't import duplicate entries.  


1. Open the web connect file with the text edit.   


2. Select edit>find>find and replace.  


3. In the search field enter <FITID>  


4. In replace field enter <FITID>1  


5. Select "Replace All", then done.  


6. Import the web connect file into quickbooks (file menu-> Utilities-> import->web connect) 

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THANK YOU! Really, I appreciate it! It worked. Hopefully...

THANK YOU! Really, I appreciate it! It worked. Hopefully I won't need to do this with every month. But even if I do, at least I can get it done!
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YES!!! Worked for me.

YES!!! Worked for me.
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hm didn't work for me, still says no the account is up to...

hm didn't work for me, still says no the account is up to date. any ideas? I tried disconnecting the account itself and now i can't reconnect it.
Established Community Backer ***

Open your .qbo file and confirm the edit.

Open your .qbo file and confirm the edit.
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actually just took the last number off of <ACCTID> and th...

actually just took the last number off of <ACCTID> and that worked, wondering if i have to do that now every time for that account...
Established Community Backer ***

The financial institution should take care of this. QB is...

The financial institution should take care of this. QB is trying to prevent duplicate imports and looks for certain formatting in the file, if QB sees something unexpected it will not allow reimport without manipulating the file.
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AMEN!  This worked!  Thank you so much!

AMEN!  This worked!  Thank you so much!
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Still cannot import - got rid of the not up to date messa...

Still cannot import - got rid of the not up to date message just no records importing
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Did not work for me. 1)Tried  <ACCTID>1 (putting it in fr...

Did not work for me. 1)Tried  <ACCTID>1 (putting it in front of the long number that begins with 20170502 and goes on for 23 total digits.  2)Tried putting a "1" at the end of that 23-digit string;  3)Tried replacing the last digit with the next digit (replace a "1" with a "2')  Any help?
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Awesome!  Used this with Quicken 2017.

Awesome!  Used this with Quicken 2017.
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Re: If this is web connect I suspect the .qbo file is formatt...

I tried what you said. Now I no longer get the "all transactions are up to date" message. Now I get one that says, "The file you are importing contains transactions for the following accounts at __________ - QB WebConnect.

For each downloaded account, select a matching QuickBooks account from the Store in the QuickBooks Account menu. When finished, click Continue."

The problem with this is that it tried to make me set up a new account to import into every time. I want to use the same account every time. This is an ongoing issue. Thank you for trying to help.

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Re: If this is web connect I suspect the .qbo file is formatt...

Have you figured this out yet?  I am having the same issue.  QB has gone downhill as far as I'm concerned.  Ever since I renewed my membership I have had these problems.  When I called customer service, they wanted me to pay a membership fee for service help on their product! That is the most ridiculous thing I have ever heard!  Your product is not working properly, so I should pay you to tell me how to go through loopholes to make it work every time I need to update?  UGH!

 

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Re: If this is web connect I suspect the .qbo file is formatt...

Have you figured out what to do about this?  It is ridiculous!  I am having the same problem.  When I called customer service to ask how to fix it, they wanted me to pay a membership fee to receive their help on their malfunctioning product.  QB has gone downhill as far as I'm concerned.  Will definitely look into other products when this one expires!

QuickBooks Team

Re: If this is web connect I suspect the .qbo file is formatt...

Hello there, @Sternlc.

 

Thanks for adding your concern on this thread. I can provide information about downloading transaction into QuickBooks Desktop.

 

There are no a reported issue with regards to Web Connect file, however, I have some troubleshooting steps to add that should work for you.

 

You may download directly from the banks website, outside of QuickBooks:

  1. Visit your bank's website outside of QuickBooks.
  2. Download and Save the .QBO file to your Desktop.
  3. In QuickBooks:
    1. Go to File menu.
    2. Select Utilities.
    3. Choose Import.
    4. Click Webconnect files.
    5. Browse to the file location, choose the file and select Open.
    6. Follow the import wizard to complete the import.

You can also duplicate the issue in a new test file:

  1. From the QuickBooks File menu, select New Company.
  2. Choose Express Start.
  3. On the newly created test company, add your bank account to the Chart of Accounts.
  4. Set up the account for Bank Feeds.
  5. Download or import the .qbo file.

If the import is successful in a new test file, the issue lies in the original data file. Otherwise, the issue is with the .QBO file formatting provided by your bank. To fix it, check out solution 2 detailed in this article and 3-4 for more troubleshooting steps: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Troubleshoot-Bank-Feeds-Web-Connect-i....

 

This information should help you with your concern. Let me know how things go once you've tried the steps. If you have other questions about QuickBooks, leave a reply below. I'll be happy to answer. Have a lovely day!

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Re: If this is web connect I suspect the .qbo file is formatt...

I have tried this numerous times and QB keeps crashing on me.  Why?

QuickBooks Team

Re: If this is web connect I suspect the .qbo file is formatt...

Hello there, davyslocker2.

 

I appreciate you for letting me know about the steps you've taken to resolve this.

 

Since all of the above steps doesn't work for you, I recommend calling our Phone Support. They can initiate a screen sharing session to help you get to a resolution quickly.

 

Here's how you can reach them:

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Desktop.
  3. Select your QuickBooks Desktop version.
  4. Select a topic.
  5. Click the Get Phone Number button.

If there's anything I can assist you further, just let me know and I'll do my best to help.

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Re: If this is web connect I suspect the .qbo file is formatt...

I have tried this and it is still not working.  I have waited a day for more credit card transactions to be posted to my online account, and I am still getting the same message.  

QuickBooks Team

Re: If this is web connect I suspect the .qbo file is formatt...

Hello there, smacfadden,

 

Thanks for joining the discussion. I can share some information about the error or crashing behavior when importing .qbo files in QuickBooks Desktop.

 

Our Support Team recently tagged this unexpected hitch as an ongoing issue with QuickBooks. They're already investigating the root cause of this hurdle and are working to roll out a fix. While they do, I'd recommend getting in touch with our QuickBooks Desktop Support, so you're added to our notification lists of affected users.

 

There they can provide you with additional workarounds to complete your work temporarily. Here's how you can get them:

  1. Open this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop.
  3. Choose your QuickBooks Desktop version.
  4. Click on the Solving Issues & Error Messages menu then select Common Errors.
  5. Scroll down and click either Get Phone Number or Start a Message button.

That should get you on the right track, smacfadden. You can have our representatives add you to the investigation number INV-24949. Once added, you'll receive live notifications when an update is available.

 

Please fill me in whenever you need further assistance. Have a good one!

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Re: If this is web connect I suspect the .qbo file is formatt...

You guys won't fix this problem over the phone either. I spend an hour messing with the export file every time i try to import, the hacks above used to work but for whatever reason don't anymore. I spent a lot of money on this program and support told me I had to buy a subscription for help. 

 

QB is garbage. go somewhere else.

QuickBooks Team

Re: If this is web connect I suspect the .qbo file is formatt...

Hi asjdfhaksdjhfakjsdh, 

 

I appreciate that you've reached out to us and for performing the steps in resolving the issue. As a workaround given by our investigations team, any transactions not in QuickBooks will need to manually be entered. 

 

Thanks for your continued patience. 

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Re: If this is web connect I suspect the .qbo file is formatt...

THANKS MEN, IT WORKED

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Re: If this is web connect I suspect the .qbo file is formatt...

Still not working for me. Which process solved the issue? I'm dumping 12 months of data into QB via web connect and it says its up to date but is obviously not on the ledger for that account.

QuickBooks Team

Re: If this is web connect I suspect the .qbo file is formatt...

Hello, @theoaronson.

 

Let me help share information about the issue with importing transactions to QuickBooks Desktop (QBDT).

 

The ongoing issue as mentioned above was already tagged as closed and resolved by our product engineers. If you're still experiencing the problem, I recommend getting in touch with our QuickBooks Desktop Support Team. This way, they'll be able to check and investigate this further securely.

 

For the support's contact information, you can check it here: Contact the QuickBooks Desktop Customer Support Team.

 

You can also check this article for further details about fixing bank feed web connect import issues: Troubleshoot Bank Feeds Web Connect import issues and errors.

 

Feel free to drop a post if you have any other banking concerns. I'm always available to help!

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