Importing a local QBO file that does not require connecting to financial institution

Hello there, @gnocchi.

After May 31, 2023, access to add-on services for QBDT for Windows 2020, including payroll services, will be discontinued. Once effective, your connected bank accounts can no longer pull up your latest transactions.

That said, I'd suggest upgrading your QBDT to a compatible version so you can continue importing your bank transactions.

Moreover, you may want to know about the QuickBooks Desktop service discontinuation policy and how it affects your service. Read this article for more information: QuickBooks Desktop Service Discontinuation Policy.

Furthermore, I'll share this article to learn about the features included in the QBDT 2023 release and how you can utilize them to your company's benefit: What’s new in QuickBooks Desktop 2024.

Feel free to get back to us if you have any other questions about the upgrade. We're always right here to help you.

@gnocchi 

Does your bank provide data in csv format?

Hi,

Indeed, the bank already lets me download all transactions in QBO format (and CSV).

I don't need to connect to the financial institution at all as I'm just locally importing into QB desktop.

Thank you,

Marty

@gnocchi 

You can use an importer tool as a workaround. It's a $199 one time license. You can purchase it thru a partner and get $100 cashback.

https://get.transactionpro.com/qbd

Intuit has been doing this for about 20 years, has been shutting off connected features and services when the version-year of QuickBooks is about three years old.

One solution for the bank feeds feature is to download OFX files from your bank or credit card provider and then convert them to IIF files and then import the IIF files (which Intuit doesn't shut off).

The files are in completely different format. Our OFX/QFX/QBO to IIF Converter, an Excel add-in, can convert them for you. It includes a free trial mode so you can see if it works for you.

It handles all three 'flavors' of OFX files, and so it even works when your financial institution doesn't support QuickBooks special 'QBO' OFX file variant.