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ckshea13
February 14, 2023
Question

Manual transaction download

  • February 14, 2023
  • 11 replies
  • 66 views

I can download my bank transactions into QBO files.  However, when I try to import them, I get a message that says:

"QuickBooks is unable to verify the Financial Institution information for this download."

 

I have a copy of a QuickBooks bank ID list, but my bank is not in the list.  How do I get it there? Do I contact QuickBooks support or the bank?  

 

Any help is greatly appreciated!  Thank you!

11 replies

BigRedConsulting
BigRedConsulting
Level 15
February 14, 2023

If the bank is creating the QBO file properly it should work.

 

What version of QuickBooks are you using?

ckshea13Author
February 14, 2023

Just updated to 2023... Same result...

 

I'm sure the problem is that the bank isn't in the list of currently supported banks in QuickBooks...  I had a similar issue with another client using TD Bank and all I have to do is change the Bank ID in the QBO file for it to work properly... This is a little town co-operative bank...  

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
February 16, 2023

Yes, I can download as a .csv file.  Once I do that, how do I import them?


@ckshea13 

Use the trial version of csv2qbo converter tool to isolate the problem. If you can import the *.qbo file, something is wrong with the *.qbo file your bank generated.

https://www.moneythumb.com/?ref=110

 

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