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gorejs
Level 2

QB Desktop suddenly won't let me manually import bank transactions for reconciliation

Using the very expensive QB Desktop Pro Plus 2024. Each month, I've been manually downloading statement transactions from the bank and importing them into QB for account reconciliation. Suddenly, QB has stopped importing the transactions. When I try to do so, I get a "Select Bank Account" popup saying that QB "does not have an online account to handle these transactions" with 2 radio buttons: "Use an existing QB account" and
"Create a new QB account." When I select "use an existing" (because these accounts have existed in QB without problems for years), no accounts show as existing. How can I fix this, please? I repeat that I'm using manual downloading, NOT bank feeds that connect directly to our bank.

 

I wangled a tech support phone number from a reluctant QB employee, only to spend an hour listening to a very nice lady reading all the QB fixit articles I've already read and that do no apply to my issue. So Intuit will not help me.

5 Comments 5
Archie_B
QuickBooks Team

QB Desktop suddenly won't let me manually import bank transactions for reconciliation

Hello there, gorejs.

I understand the difficulty with the inability to manually import bank transactions. Allow me to assist you and ensure that your bank transactions are successfully imported.
 

In QuickBooks Desktop, the option to manually import bank transactions is typically available through the Bank Feeds feature. However, it seems that you are encountering an issue where QuickBooks is not recognizing the existing accounts for transaction import.
 

To isolate this issue, we can check some details and perform some troubleshooting steps. First, verify that the bank accounts you're trying to import transactions for are set up correctly in QuickBooks Desktop. Double-check the account names and account types to ensure they match your actual bank accounts.

 

Next, make sure to update QuickBooks Desktop to the latest release. Sometimes, software updates can resolve compatibility issues or bugs that may be causing the problem.

 

If you're still unable to upload bank transactions, we can use the Verify and Rebuild utility tools to fix possible data issues. Here's how:

 

  1. Go to Window then select Close All.
  2. Go to File, then select Utilities.
  3. Select Verify Data. If you see:

    a.  QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
    b.  An error message—search for it on our QuickBooks Desktop support site for how to fix it.
    c.  Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.
     

You can find detailed steps on how to rebuild your data in this article: Verify and Rebuild Data in QuickBooks Desktop.

If the issue persists after trying these steps, I recommend reaching out to our Support Team directly. They have the necessary tools and resources to further investigate the issue and provide you with tailored assistance.

 

I've also included this link as a resource for troubleshooting Web Connect import errors: Fix Web Connect import errors.

 

Let me know if you need further assistance downloading your bank transactions. I'm always around to help. Have a great day!

4Gal
Level 10

QB Desktop suddenly won't let me manually import bank transactions for reconciliation

@gorejs 

Run the Verify/Rebuild Data utility. If you didn't encounter any error message, run the Condense Data utility with any scenario. Did you encounter any error message?

 

gorejs
Level 2

QB Desktop suddenly won't let me manually import bank transactions for reconciliation

I've rebuilt my data countless times, & this allowed me to import transactions on some previously blocked accounts. But there are still 2 that won't import, so I'll try contacting QB support. I'm not excited about this possibility, because QB seems dedicated to NOT helping clients & leaving it all up to community comments. But I will try.

gorejs
Level 2

QB Desktop suddenly won't let me manually import bank transactions for reconciliation

Thanks for this. I waited until I got our accountant's okay to condense data, & I just did that, but alas, 2 accounts still won't import. I think I'm stuck with trying QB Desktop support, but I'm not confident they'll actually help.

4Gal
Level 10

QB Desktop suddenly won't let me manually import bank transactions for reconciliation

@gorejs 

You run the Condense Data utility for testing purposes only to make sure no hidden errors. You will not use the condensed file without your accountant's approval.

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