Problem with Webconnect QBO File

I'm here to ensure you can import your .qbo file successfully, 

Charlottetaylor.

There are a few factors why issues when importing a .qbo file occur:

• The files from the bank are incomplete or in the wrong format
• There are changes on your bank's end

Before doing a fix, you'll have to create a backup copy of your company file first, then ensure you have the latest QuickBooks Desktop version installed to have the latest features and fixes.

Once done, download your Web Connect file directly from your bank, not from inside QuickBooks. This is to ensure you'll download the appropriate file. Here's how:

1. Sign in to your bank's website
2. Find and download the Web Connect file (.qbo file).
3. Open QuickBooks and your company file. Then, start importing your .qbo file.

To learn more about how to fix web connect import issues, check this article: Fix Web Connect import errors.

Keep me updated with additional info on this issue. I want to ensure everything is taken care of for you.

Thanks, but I've tried this several times.  It does not work.  When I import the Web Connect File (QBO), I am asked to choose the QuickBooks account into where I would like to import the transactions.  I am given a drop down menu that used to display the credit card account, which was correct.  Now, the drop down menu only displays "other current liability" accounts, which is incorrect. How can I make that menu go back to displaying the credit card account, so I can import the charges?

Hello, Charlottetaylor.

I can only imagine the frustration you've felt after knowing the feature you rely on no longer works. I appreciate your time in acknowledging my colleague's reply and taking this issue with our support agents. 

I'd like to drop a couple of solutions that can help us see the credit card account option again when importing the .QBO file. 

The support person may have missed this during your call, but have you tried doing the solutions outline in the article given by GlinetteC? If not, we can do the following steps to fix this. 

There may be some damaged component within the Bank Feeds, which is why we're unable to see the option for your existing credit card. Turning it off and on can help fix this issue. 

Before doing this, make sure to add and match all of the existing transactions. Turning off the Bank Feeds will remove unmatched or unreviewed records. 

After matching your transactions, let's follow these steps to turn off the feeds: 

1. Go to Lists, then select Chart of Accounts.
2. Find your credit card account, then right-click on it and select Edit Account.
3. Go to Bank Settings.
4. Check Deactivate all online services, then select OK.
5. Proceed with Save & Close.

I'll also add that even if you're not using the Direct Feeds (automatic download), the Web Connect version will always turn on the Bank Feeds feature for your accounts. 

Another thing to try is to toggle the Bank Feeds mode to Classic. This can also help rule out any issues related to the current feed mode. To toggle it: 

1. Go to the Banking menu. 
2. Hover on Bank Feeds,then select Change Bank Feeds Mode.
3. Select Classic mode (Register mode).
4. Re-import your file, then check for the credit card account option. 

We have an article series that talks about the Bank Feeds in QuickBooks. Check the documents out if you need a refresher: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop. 

Speaking of bank transactions, do you need to reconcile your credit card or other bank accounts after categorizing those transactions? I'll add this article in case you need help in the future: Reconcile an account in QuickBooks Desktop. 

I'm up and ready to help you out again if you have more questions about managing your bank feeds within QuickBooks. Drop the details below if you also have concerns related to your entries, reports, and more. I'll see you again soon. 

Thank you.  I've tried your steps as well.  They did not solve the problem, but they helped me understand a few issues that may help in the future. 

When I try to import the file I do the following: 

•             Bank Feeds
•             Import Web Connect (QBO) file
•             “Use an existing QuickBooks account"
•  The dropdown menu used to allow me to select “Credit Card”, but now, it only shows “Other Current Liability” options, such as Payroll Liabilities.  I believe QuickBooks sees the credit card account as associated with the “First Citizens Commercial Advantage” web platform.  We no longer use that.  We use First Citizens Digital Banking now, but I think QuickBooks associates that web platform with the payroll account only for some reason.

Is there any way to change what i see in the drop down menu using QuickBooks?

Thank you.

Hey, @Charlottetaylor. 

Thanks for reaching back on this thread. Let's work together to figure out why this is happening in your QuickBooks Desktop account. 

To clarify, is the account still listed under your chart of accounts at this time? 

This will help me determine a few details on my mind and lead us in the direction we need to go to get this resolved. I look forward to seeing your response! 

I'm having the same problem. 

For clarity,

1. My Amex account is active in the chart of accounts

2. It is not set up in the bank feed to automatically pull transactions

3. I downloaded the QBO file from my Amex portal

4. I'm trying to import the file into my Quickbooks Desktop, but the dropdown box for existing accounts is not showing any existing account

Is this a bug in the system, and how do I fix it? Does have anything to do with user rights?

Thanks for providing clarification of your concern, UPAcct. I'm here to help you import your bank transactions successfully into QuickBooks Desktop. 

Since your bank is not yet connected to QuickBooks Desktop we need to import your bank transactions manually, since importing your bank transactions into QuickBooks Desktop using a CSV file is not yet available. Excel/CSV files can only be used when importing customers, vendors, and item lists. 

Here's how to connect your Amex  account with QuickBooks:

1. Go to Banking.
2. Choose Bank Feeds.
3. Select Set Up Bank Feeds for an Account.
4. Enter your bank's name.
5. On the Link your Accounts screen, select which bank account/s to add to QuickBooks.
6. Follow the on-screen instructions to complete the process.

On the other hand, follow the steps below to import your bank transactions to QuickBooks if your financial institution supports WebConnect (.QBO) file:

Here's how:

1. Go to the File menu.
2. Choose Utilities.
3. Click Import.
4. Select Web Connect Files.
5. Choose the QBO file, then click Open.
6. When prompted to choose bank account, choose Use an existing QuickBooks account if the account is already set up or Create a new QuickBooks account if it's not yet added.
7. Click Continue.
8. When you see a window telling you that the data has been successfully read, click OK.

You may refer to these articles for more information:

• Import/Export Overview
• Export or Import Intuit Interchange Format (.IIF) Files

Stay in touch with us here in the Community if you have other questions about recording your bank transactions in QuickBooks. I'm always here to answer your inquiries.

I clearly stated that I tried uploading a qbo file--exactly how you described. The issue is within the Desktop importing function; it is not seeing or displaying the existing accounts currently active on our chart of accounts. 

What is causing this and how can I fix it?

We're sorry to hear about your experience and didn't meet your expectations. Let's ensure your existing accounts will show up on your chart of accounts, UPAcct. 

As mentioned by @GlinetteC, some of the major reasons why you encounter issues with importing it's because the files from the bank are incomplete or in the wrong format and there are some changes on your bank's end

Typically, the steps provided by the previous representative will successfully work when trying to upload transactions to QuickBooks Desktop. You'll only have to make sure to update QuickBooks to the latest release to see the existing accounts on your end.

However, if you're still experiencing the same issue, I suggest contacting our support team so they can take a look at this further. They have the tools to pull up your account in a secure environment and will have a chance to have one-to-one interactions with one of our representatives. Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Help.
3. Choose Contact Us.
   
4. Give a brief description of your issue, then Continue.
5. Sign in to your Intuit account and press Continue and Continue with my account.
6. We'll email you a single-use code. Enter your code and hit Continue.
   • If you have more than one account, select the account you want to use and Continue.
7. Pick chat with us or Have us call you.

Moreover, to provide you with more transparency to your data, take a look at this article for more details: Customize Reports In QuickBooks Desktop.

Drop me a line in case you need additional assistance when importing data. I'd be happy to help you. Have a great day ahead!

Don't waste money on this "cleaning" tool.

The real solution is that your bank most likely changed the account ID on you. Here's what you need to do:

1. Find an old .QBO file that you know was imported successfully.

2. Open the good file in a text editor like TextMate (mac) or Notepad

3. Now open the problem file in another TextMate window.

4. Find <ACCTID> in both files. Most likely, they are different.

5. Simply copy the value for <ACCTID> from the good file, and replace that value in the problem file.
6. Save the problem file and try to import it again.

This worked for me, and I didn't see anyone else post this solution. Most likely it will fix your problem.

You're awesome. This worked for me as well, thank you. Simple as changing the <ACCTID> to the correct credit card number and it worked again.

I have been struggling with this issue for months and have been putting off manually entering two months' worth of transactions into a register from last fall in order to get a credit card account into a state where I can reconcile it. This is so enticing and I can't wait to check it out and see if it's the answer. I'll come back and let you know if it solved my problem. THANK YOU!