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4Gal
Level 11

How do we download/upload bank feeds after May 31 2022?

@kedarp 

This is not my product and was just sharing an option for consideration. If you are not interested in using it, you can use other options. You can purchase QB Desktop 2024 Pro Plus to keep using the bank feed feature and you can get $100 cashback.

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

Can you tell me if you found a comparable accounting software that won’t rip us off every 2 years then force us to a subscription? 

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

Please share the 3rd party app? I’m using desktop 2021 pro

 

Deity Alpha
Level 4

How do we download/upload bank feeds after May 31 2022?

@Cidbrown  

If your bank provides *.csv files, you will need to use a 3rd party tool to import it into your QBD 2021. It's a $199 one time license and you can get $100 cashback to purchase the license via a partner.
https://get.transactionpro.com/bank_feed_alternative

 

Another option, you can use the trial version of QBD 2022 Enterprise to run the bank feed again.

kedarp
Level 3

How do we download/upload bank feeds after May 31 2022?

kedarp
Level 3

How do we download/upload bank feeds after May 31 2022?

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

How can I Find that trial version of desktop 2022? I can use the trial to do bank feeds? 

Deity Alpha
Level 4

How do we download/upload bank feeds after May 31 2022?

@Cidbrown  

The bank feed feature works in the QBD 2022 trial version. Contact @Fiat Lux - ASIA to get the the trial version.

kedarp
Level 3

How do we download/upload bank feeds after May 31 2022?

But this is: 1) free and 2) permanent wo hassle

RCV
QuickBooks Team
QuickBooks Team

How do we download/upload bank feeds after May 31 2022?

We acknowledge your need to download the QuickBooks Desktop 2022 trial version, Cidbrown.

 

Currently, we can only provide the link for the QuickBooks Desktop Enterprise 2024 trial version. If you want to try this version, you can use this link: Download a trial of QuickBooks Desktop. Then, you can use it to do bank feeds and connect online banking. For more details about connecting bank accounts, check out this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

If you want the QuickBooks Desktop 2022, I'd suggest contacting our QuickBooks Desktop Support. They might still have the link for that specific product. Here's how:

 

  1. Go to Help, then select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Give a brief description of your issue, then press Let's talk.
  4. Choose a way to connect either Start a message or Get a callback.

 

You can also use this link to reach them outside QuickBooks products: Contact Us. Once you have the link and downloaded the software, refer to this article to guide you through the installation process: Install QuickBooks Desktop.

 

I'm just one post away if you have additional questions about downloading the software trial version or any QuickBooks-related concerns. I'll get back to make sure you're taken care of. 

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

Are you lying? QB support just told me that bank feeds don’t work with a trial version AND the trial only lasts 30 days. I wish I could get straight answers here!

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

Are you lying? QB support just told me that bank feeds don’t work with a trial version AND the trial only lasts 30 days. I wish I could get straight answers here!

Deity Alpha
Level 4

How do we download/upload bank feeds after May 31 2022?

@Cidbrown  

You can use the trial version for good. Contact Fiat Lux and install the trial version to be sure.

AnneMariee
QuickBooks Team

How do we download/upload bank feeds after May 31 2022?

I understand the importance of having clear and consistent information, Cidbrown. Let me clarify some details about connecting your bank to Bank Feeds in a QuickBooks Desktop trial version.

 

In the trial version of QuickBooks Desktop, users can utilize bank feeds to download transactions into the company file. They may choose to use the Direct Connect method or the Web Connect one, depending on which service is supported by their financial institution. Check out the steps to start using bank feeds in this article: Set up or edit bank accounts for Bank Feeds.

 

Additionally, please note that the free trial version only lasts for 30 days. After the trial period, you'll need to purchase the software to continue using it. If you're interested in downloading a trial version of QuickBooks Desktop, the steps to download the 2024 version are available in this article: Download a trial of QuickBooks Desktop.

 

For future reference, here's a useful guide on ensuring your QuickBooks accounts match your real-life bank statements: Reconcile workflow.

 

Feel free to leave a reply if you have any other questions about trial versions and specific features in QuickBooks, Cidbrown. I'm here to help and address any other concerns you may have. Stay safe!

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

Even if I can use it “for good” I am now told by 2 different quickbooks support people that the trial will not allow bank feeds. Who is this Fiat Lux? A person? A company? Are they doing something illegal with quickbooks? 

MelroseV
QuickBooks Team

How do we download/upload bank feeds after May 31 2022?

I recognize the importance of downloading your transactions in the QuickBooks Desktop (QBDT) trial, Cidbrown. I'm here to provide further clarification about this one.

 

When using the trial version of QuickBooks Desktop, you can download your transactions using the Web Connect feature. Allow me to guide you on how to do it.

 

Here's how if you're using the QBDT:

 

  1. Go to Banking.
  2. Select Bank Feeds, then select Banking Center.
  3. Find your bank and click Download Transactions. This opens a browser window to your bank's website.
  4. Sign in to your bank's website to download the Web Connect file.

 

If you're using outside QBDT, you can check this guide here on how to do it: Download bank feed transactions in QuickBooks Desktop.

 

Please know that my colleague will be updating their answer about this one. Also, Fiat Lux is one of our resellers for our product.

 

For future reference, here's an article that outlines best practices for reconciling your account: Reconcile an account in QuickBooks Desktop. It also provides guidance on addressing challenges during the reconciliation process.

 

You can get back to me by clicking the Reply button if you have additional concerns about the bank feed in QBDT.

kedarp
Level 3

How do we download/upload bank feeds after May 31 2022?

I self-educated on IIFs back in 2017 to migrate from excel to QB. They're incredibly flexible and dumb---making them dangerous. Some of the things that can go wrong: any typos will create spurious accounts, vendors, etc.

 

This guy's freeware has a feature to load a CSV file of existing transactions against which the new ones are screened for duplicates. It works but there are extra steps.

kedarp
Level 3

How do we download/upload bank feeds after May 31 2022?

You and me both. He wrote in Python and I'm very tempted in collaborating with him to make this software better and free for others in the same boat as us.

 

His software does work with account numbers. In other words, in the pattern editor (rules), you can enter 1234 if that's the account number for Meals and Entertainment. 

 

Strongly advise you to watch his YT tutorial.

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

By “this guy” you mean Fiat Lux?

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

I looked into Transaction Pro but it dumps bank transactions directly into the check register instead of into the bank feeds transaction file. This means all waiting must be done perfectly before import and with no help from quickbooks. If it went into the bank feeds file, we would have the opportunity to edit and check each transaction before sending to the register. Why don’t they do that???

Cidbrown
Level 2

How do we download/upload bank feeds after May 31 2022?

That’s “all editing” must be done before import

kedarp
Level 3

How do we download/upload bank feeds after May 31 2022?

@Cidbrown  

 

No, I’m referring to Adam. He wrote a freeware to emulate the Bank Feed workflow. See link to it in my previous posts. Basically, it reads QBO files, applies rules (you create your rules) and makes an IIF file for import

Deity Alpha
Level 4

How do we download/upload bank feeds after May 31 2022?

@Cidbrown  

I am now told by 2 different quickbooks support people that the trial will not allow bank feeds.

I am using the trial version and it still works.

 

Who is this Fiat Lux? A person? A company?

They are a community member with Level 15 being the highest. Contact them and you can consider your options. They can also help to get a new legit license + you can get a cashback.

 

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