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dgill56
Level 1

How to download credit card charges from BMO Harris bank

 
4 Comments 4
ReymondO
QuickBooks Team

How to download credit card charges from BMO Harris bank

Good day, @dgill56.

 

In QuickBooks Desktop, you can use Bank Feeds to connect your bank and credit card accounts to online banking. This lets you download bank transactions so you don't have to record them manually.

 

If you already connected the BMO Harris bank to QuickBooks, you can refresh its connection to download your credit card charges. Here's how:
 

  1. Go to the Banking menu.
  2. Select Bank Feeds.
  3. Click the Bank Feeds Center.
  4. Choose your account and click the Refresh icon. 

 

After updating your connection, your transactions should be available in the Bank Feeds Center. 

 

If your account isn't connected to QuickBooks, download your transactions using the Web Connect feature. Simply follow these steps:
 

  1. Open a web browser and go to your bank’s website.
  2. Sign in to your bank account using your normal process.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.
  4. Once you have the Web Connect file, import it into QuickBooks Desktop.

 

Once your transactions are downloaded, you can now categorize them.

 

Keep me updated if you have other follow-up questions in regards to your bank feeds. I’m more than happy to work with you again. Keep safe. 

dgill56
Level 1

How to download credit card charges from BMO Harris bank

Actually, that does not work anymore since BMO Harris changed their credit card platform.  Quickbooks no longer recognizes the BMO choices in the bank feed.  Quickbooks needs to update their BMO Harris choices in the bank feed to accommodate the new platform.

Candice C
QuickBooks Team

How to download credit card charges from BMO Harris bank

Good evening, @dgill56

 

Thanks for reaching back to us and clarifying some information about the issue. 

 

Since your financial institution is making changes to the existing connection, please visit this link for more details: OFX Connectivity for Financial Institutions

 

Should you need any further assistance, feel free to ask. I'm always here to lend a helping hand. Have a splendid day!

Fiat Lux - ASIA
Level 15

How to download credit card charges from BMO Harris bank

@dgill56 

Explore SlickConnect as a workaround.

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

 

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