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DRVC
Level 2

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

I need help on an urgent problem:

Is there a way to clean up/delete all bank feeds/pending transactions and (re) import all transactions from Webconnect QBO files?

A Bank Account got deactivated for Bank Feed and I'm not able to activate it nor able to import a WebConnect file...  On Edit Account dialog - Bank Feed Settings tab shows 6000 pending transactions from two years ago, Deactivate Online Services is checked and Activate Online Services is not checked.

 

How I reached here:

- I had 3 accounts in my Bank Feed ("A", "B", "C") with pending transactions and wanted to import fresh transactions via WebConnect.  However, when I tried to import a WebConnect QBO file, these three accounts would not come up in the Select Bank Account dialog...

- So, I cleared all transactions in one of the accounts ("A") and selected deactivate online service for the account, as I recalled what I had done last year.  This cleared all accounts from the Bank Feed.

- Then, Account A was visible when I tried to import the QBO file and I was able to import it into Account A. This properly imported transactions for Account A and somehow restored B but Account C is not visible in the Bank Feed...

 

Is there a way to clean up/delete all bank feeds/pending transactions and (re) import all transactions from Webconnect QBO files?

 

Thank you for your help!

 

 

8 Comments 8
gayatriluthfias20
Level 7

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

Hi DRVC , thank you for posting in quickbooks community. 

 

To delete your transaction:

Remove duplicate transactions in Side-by-Side mode
  1. Go to the Banking menu.
  2. Select Bank Feeds and then Bank Feeds Center.
  3. In the Items Reviewed section, select the account with the transactions you want to remove.
  4. Select Items to Delete.
  5. Select the transactions you want to delete.
  6. Select Delete Selected.

But, if you want to delete in batch you could see this article batch delete transaction . To import it, you need to download qbo file first then import it.

you could see this article about how to Import with web connect .

 

Glad to assist you.

 

 

 

 

DRVC
Level 2

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

Thank you for your prompt response, gayatriluthfias20 with detailed instructions!


The issue with this account which I would like to delete transactions from is not visible in Bank Feeds Center...

 

The transactions number is shown when I access Edit Account dialog from Charts of Accounts for that bank account... May be they are not pending transactions but the total from the last import for which all transactions were processed. 

 

Thus this bank account is not visible in Bank Feeds, and the account doesn't come up in the existing accounts list when importing webconnect file, and the "Activate Online Services" checkbox on the Edit Account dialog can not be checked on. 

 

If this account can be made to come up as an existing account into which I can import its webconnect file, that will be ideal...  If not, I was hoping that there was a way to cleanup/delete all feeds and pending transactions and be able to import webconnect files into these existing accounts.

Candice C
QuickBooks Team

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

Good Afternoon, @DRVC

 

Thanks for reaching back out to the QuickBooks Community. Your bank account has to be connected in order to import the web connect files. Once you have downloaded and saved the files, then you can import the transactions so they'll show in your bank feeds. Here's how: 

 

  1. Go to the Banking menu. 
  2. Pick Bank Feeds and then Import Web Connect Files
  3. Choose the file you saved and then Open
  4. Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks. Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account
  5. Press Continue
  6. Click OK
  7. Navigate to the Bank Feeds Center to review the transactions. 

 

Here's an article that can provide some additional details: Import web connect files

 

If you're still having issues, then I recommend contacting our Customer Support Team. They have additional tools to help look further into your account. 

 

If there's anything else I can help you with, just let me know. Have a great day!

DRVC
Level 2

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

Thank you, Candice, for your prompt response.

 

In Step 4, the account is not showing up in the existing accounts list.  

 

I understand accounts already on Bank Feeds Center don't show up in the import menu if they have open transactions. In this case, this account is not showing up on Bank Feeds Center; earlier it had open transactions and disappeared when I deactivated the online feed for another account for which I had cleared all transactions. 

 

So how do I import from a qbo webconnect file into an account that is not showing up in the existing account list in the import dialog?  Or, how do I make an account show up as an existing account for import or is there's a way to start afresh with the accounts/imports?

 

BTW, when I back up QB Company file, I got the following errors:

3 of the following for each of my 3 accounts which were in Bank Feeds at that time:

Error: Verify Online Account Information: Invalid bank account number --> Record = 120.
Details: List: 'Account', record name: 'Wells Fargo Checking x-xxx (Automatic Account Setup)'

and 9 of the following:

Bank Feeds :DecryptData : Decryption of OLB data failed

 

Could this be fixed by restoring from a back up?

 

Thank you for your help.  BTW, when I click on 

Rasa-LilaM
QuickBooks Team

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

Thanks for adding more details about the issue, DRVC.

 

I appreciate you for following the steps shared by my colleagues. Since you continue to get the same result, we'll have to perform in-depth troubleshooting. The procedure requires collecting personal data to access your account.

 

Here in the Community, I'm unable to perform this task for security reasons. I recommend contacting our Technical Support Team. They have tools to help identify what keeps the account not to show in the Bank Feeds Center. Also, our specialists will assist in importing the entries into QuickBooks.

 

Here's how:

 

  1. Click on the Help icon at the top menu bar to select QuickBooks Desktop Help F1.
  2. In the Have a Question window, scroll down to choose the Contact us link.
  3. This will display the Contact Us screen.
  4. Navigate to the Tell us more about your question section to enter the issue or topic in the field box.
  5. Hit the Search button to display the Get Phone Number or Start a Message button.

qbdt new contact.pngqbdt new contact1.pngqbdt new contact2.png

 


Here are some articles that cover all information about the Bank Feeds features and instructions on how to move past import issues.

 

Click on the Reply button if you need help with banking or other QuickBooks concerns. I’ll jump right back to assist further. Have a good one.

DRVC
Level 2

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

Thank you, Rasa-LilaM.

 

As you suggested, after I closed the real company file and opened a sample company file, QB Desktop Premier doe not let me import Web Connect files and also doesn't allow setting up of Bank Feeds - because this is a sample company. It indicates that Web Connect or Bank Feed functionality is available only for real company files, not for sample.

 

Other suggestion?

RCV
QuickBooks Team
QuickBooks Team

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

I understand it can get frustrating going through multiple troubleshooting steps and not having any of them work can be a real pain, DRVC.

 

Banking related concerns usually require troubleshooting steps that need to be performed more than one attempt. I appreciate you for performing the recommended solutions provided by my colleagues.

 

Yes, you are right, the option to import Web Connect files into QuickBooks when opening a sample company file is unavailable. This gives you a warning message and advises you to open a real one.

 

Instead of downloading your Web Connect file inside QuickBooks, let's do it directly from your bank. Let me show you 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, try connecting your bank account and import the .qbo file.

Just in case you'll encounter some import issues, check out the Fix Web Connect import errors to troubleshoot the problem.

 

If the same thing happens, I'd suggest contacting our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. Here's how to reach them:

 

  1. Click the Help icon on the top menu. 
  2. Choose QuickBooks Desktop Help
  3. Tap Contact us.
  4. Select Search for something else and enter your concern in the Tell us more about your question: field. 
  5. Tap Search
  6. Choose Start a Message or Get Phone Number to connect with our support. 

I've got a link here that provides you with articles about managing your bank feeds transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Desktop.

 

The Community will always have your back if you need a hand with reconciling your bank accounts or any QuickBooks related. Wishing you and your business continued success. Take care always.

DRVC
Level 2

How to cleanup/delete all bank feeds/txns and (re) import all transactions from Webconnect QBO files?

I greatly appreciate everyone who tried to help me.  My problems became worse as QuickBooks Desktop started crashing if I tried to deactivate one of the feeds even though it had not transactions pending.


The following article as of great help to me and I was able to clean up all my bank feeds by Solution 4 mentioned here: Deactivate, create new, merge then reactivate:

 

https://quickbooks.intuit.com/learn-support/en-us/bank-feeds/message-no-new-transactions-when-import...

 

With the above, all my feeds worked flawlessly.

 

Thank you again for everyone's help!

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