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mtnonline
Level 1

How do I import transactions when it says it is 'up to date'?

Where do I start this process "Open the web connect file with the text edit."

Kristine Mae
Moderator

How do I import transactions when it says it is 'up to date'?

I'll help you download the WebConnect file, Mtnonline.

 

You can start the process by opening the file. Choose an application to open .qbo to a text file. Then, edit it.

 

Once done, you can download it inside QuickBooks. 

 

I'll also include the article on how to fix Web Connect import errors for future reference.

 

Feel free to get back to this thread if you need more help with importing the file. We're just around. 

 

txlabradors1
Level 2

How do I import transactions when it says it is 'up to date'?


@SkinnyRaven wrote:
If this is web connect I suspect the .qbo file is formatted the same as the last import. Confirm that this in fact is a new file and use the below instructions to re import.

How to re import web connect files

 

Reloading web connect files. Each transaction within the file contains a unique identifier. With a little manual manipulation you can modify this identifier and reload the file. However, be careful the purpose of this unique identifier to make sure you don't import duplicate entries.  

 

1. Open the web connect file with the text edit.   

 

2. Select edit>find>find and replace.  

 

3. In the search field enter <FITID>  

 

4. In replace field enter <FITID>1  

 

5. Select "Replace All", then done.  

 

6. Import the web connect file into quickbooks (file menu-> Utilities-> import->web connect) 


Hello, I want to let you know, this piece of advice has saved me SO MUCH GRIEF.  I was literally going crazy, I had to start over my books and nothing would import. I have read this post from you about 2 years ago, wrote it down and used it and somehow never got back here to properly thank you. I praise your name every single time I use this feature, and it just took a little while to dig up the thread again to find your message so I can properly express my eternal gratitude. You may have helped hundreds with this little trick and they may not have come bac to dig up the thread. It is unbelievable how much frustration and grief a little know how can save, a small tip maybe on your end, but it has been HUGE help in my life. So I was again thinking of you this Thanksgiving!  THAK YOU!

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