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I have tried on numerous occasions to get Online Banking set up in QB Desktop for Mac. When I go to import transactions, it doesn’t allow me to select any of the files that have been downloaded. I can’t control the type of file my bank sends. What am I supposed to do?
Hey there, @JonesAdventureRentals.
Hope you've had a great week. QuickBooks for macOS currently support .QBO files (Web Connect). I recommend asking your bank if they can generate that type of file. Once you have the file, you can import it super easily. Check it out:
That's it! If you'd like to connect directly to your bank, I recommend checking out: Set up and use Online Banking (Mac)
Hit the Reply button and I'll be here if you have any other questions. Have a great weekend!
I have the same issue. My bank does not use Web connect and the import files are .csv, not QBO. I would convert the files if I could see a way to do that via Quickbooks, but it appears you have to buy a converter program for that!
If you're outside of QuickBooks Desktop
1- Open a web browser and go to your bank's website.
2- Sign into your bank account using your normal process.
3- Download your transactions as a QuickBooks Web Connect (. QBO) file. ...
4- Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.
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