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lindak1119
Level 7
January 2, 2019
Question

How do I import qbw file manually?

  • January 2, 2019
  • 1 reply
  • 15 views
No text available

    1 reply

    D
    David-212915
    Level 5
    January 2, 2019

    Hi @lindak1119,

     

    Welcome to the Community. I'm here to lend a hand with importing a .qbw file. 

     

    In order to import the file into QuickBooks Online, you will first need to open it in QuickBooks Desktop and import the file from there. If you don't have a version of QuickBooks Desktop installed on your computer or it's an older version, there's no need to worry, as there are trial versions that can be utilized. I'm including some articles that will assist you with this process:

     

     

    I'm confident that these resources will help you with getting the file imported. 

     

    Lastly, since you're importing into QuickBooks Online, I suggest the following link which contains tutorials for the software: QuickBooks Tutorials. This can help to ensure that you get the most out of the software for your business. 

     

    Don't hesitate to let me know if you have questions or need anything. Wishing you a wonderful to start to the year. 

    O
    Oligschlager73
    April 12, 2020

    So your saying I cannot take a qbw and just upload it?? I have to download an entirely different program (which I have to use a prepay free trial time)  to then upload a file to the online version? Seems like a massively lazy design issue. There should be a upload option on the online version not the other way around. 

    C
    CharleneMaeFQuickBooks Team
    QuickBooks Team
    February 17, 2021

    Hi,

     

    Thank you for your guidance. It worked well. Can I have another question re: Bank feed? 

    I am using Pro 2021, I see they have bank feed feature. I am currently manual record our bank transactions to QB. With the bank feed, I can connect with my bank, and the transaction will be automatic record on QB? if not, could you please explain more about bank feed. Thanks and really appreciate!


    I'm here to share how Bank Feeds work, HaPhung.

     

    Yes, you're correct. Bank Feeds is an online banking feature in QuickBooks Desktop that lets you connect to your financial institution. Through this feature, you can automatically download transactions, so you don't have to record them manually. Also, you can process bank and credit card transactions efficiently.

     

    If you'd like to use this feature, there are two primary requirements needed:

    • Access to the internet.

    • A banking account at a financial institution that offers services for QuickBooks.

     

    If you already have these, please ensure your bank supports online services for QuickBooks. You can check this by going to the Banking menu, select Bank Feeds and then choose Participating Financial Institutions.

     

    Aside from that, it's also best to coordinate with your bank. This way, you’ll know what connection method they support, what fees are (if any), and what information you need to set up before using the feature.

     

    Please note that you can't add online services to a QuickBooks account until you have received all the information required by your FI.

     

    Once everything is all set, you can now set up your bank account for Bank Feeds in QuickBooks.

     

    After setting it up, you can now download your bank transactions. Then, add and match them to ensure your books are accurate.

     

    I suggest getting back to this thread if you need help managing your bank transactions. It's always my pleasure to assist you again.

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