QB Desktop suddenly won't let me manually import bank transactions for reconciliation

Hello there, gorejs.

I understand the difficulty with the inability to manually import bank transactions. Allow me to assist you and ensure that your bank transactions are successfully imported.
 

In QuickBooks Desktop, the option to manually import bank transactions is typically available through the Bank Feeds feature. However, it seems that you are encountering an issue where QuickBooks is not recognizing the existing accounts for transaction import.
 

To isolate this issue, we can check some details and perform some troubleshooting steps. First, verify that the bank accounts you're trying to import transactions for are set up correctly in QuickBooks Desktop. Double-check the account names and account types to ensure they match your actual bank accounts.

Next, make sure to update QuickBooks Desktop to the latest release. Sometimes, software updates can resolve compatibility issues or bugs that may be causing the problem.

If you're still unable to upload bank transactions, we can use the Verify and Rebuild utility tools to fix possible data issues. Here's how:

1. Go to Window then select Close All.
2. Go to File, then select Utilities.
3. Select Verify Data. If you see:
   
   a.  QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
   b.  An error message—search for it on our QuickBooks Desktop support site for how to fix it.
   c.  Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.
    

You can find detailed steps on how to rebuild your data in this article: Verify and Rebuild Data in QuickBooks Desktop.

If the issue persists after trying these steps, I recommend reaching out to our Support Team directly. They have the necessary tools and resources to further investigate the issue and provide you with tailored assistance.

I've also included this link as a resource for troubleshooting Web Connect import errors: Fix Web Connect import errors.

Let me know if you need further assistance downloading your bank transactions. I'm always around to help. Have a great day!

@gorejs 

Run the Verify/Rebuild Data utility. If you didn't encounter any error message, run the Condense Data utility with any scenario. Did you encounter any error message?

I've rebuilt my data countless times, & this allowed me to import transactions on some previously blocked accounts. But there are still 2 that won't import, so I'll try contacting QB support. I'm not excited about this possibility, because QB seems dedicated to NOT helping clients & leaving it all up to community comments. But I will try.

Thanks for this. I waited until I got our accountant's okay to condense data, & I just did that, but alas, 2 accounts still won't import. I think I'm stuck with trying QB Desktop support, but I'm not confident they'll actually help.

@gorejs 

You run the Condense Data utility for testing purposes only to make sure no hidden errors. You will not use the condensed file without your accountant's approval.

@Belleport 

Run the Verify/Rebuild Data utility. Did you encounter any error message?

I have been a Quickbooks user since 2010 and over the years I have seen this problem with both credit card accounts and bank accounts specifically with Capital One.  I have never been able to resolve without creating another new account to apply the new transactions to which I find insane......   Unfortunately once again, this has happened to me of late and specifically to my business checking account.  It's insane how it was working a week ago for months / years with this account and suddenly this problem rears its ugly head. (Quickbooks Desktop Pro Plus 2024)

I have done the verify feature as suggested and it did find a problem with the account name but don't understand what really changed.  Of course, the rebuild procedure indicated that it could not "fix" the problem and pretty much let me down the "go Fish" trail..........

I too would to solve this problem and I have attached the below image so that Quickbooks technical support can help me resolve.  I remember the days of no yearly subscription to own software.  I am sure with this added stream of revenue, Quickbooks should be able to contact me and resolve in a quick and efficient manor since nothing has changed on my side and the way I upload bank transaction to my Quickbooks account........

I await Quickbooks quick resolution to this problem via this new indirect resolution process. I surely miss the good old days when humans used to resolve these problems quickly over the phone (there is so much lost in translation via texting.........) but we are living in a brave new world

Let's resolve the error you received when rebuilding data in QuickBooks Desktop (QBDT), FSC HVAC.

Error 195 exists when verifying and rebuilding company files or deleting bank accounts. It is triggered by an invalid account or routing number on the accounts that have a bank feed connection.

You'll need to edit the bank feed settings for a bank in QBDT. You can change your login and other info for the bank account you use.

Once done, we can verify and rebuild to locate and fix common issues with your company file. First, let's ensure you have updated QuickBooks Desktop to the latest release to keep your software up-to-date so you always have the latest features and fixes.

If the issue persists, you can run the Quick Fix My Program and File. That way, it will repair both files and programs in the QuickBooks desktop

 Quick Fix My File:

1. Open the Tool Hub, select Company File Issues
2. Then select Quick Fix My File.
3. Once it is complete, select OK and launch QuickBooks.

Quick Fix my Program:

1. Once done, open the file and select Program Problems.
2. Select Quick Fix My Program.
3. Start QuickBooks Desktop and open your data file.

For detailed instructions, see these articles:

• Fix company file and network issues with QuickBooks File Doctor
• Repair your QuickBooks Desktop for Windows

You can always count on me if you need further assistance managing your transactions from your Capital One business checking account. I'm just a post away.

Dear LeizylM:

I have taken your advice and have run the update of which the program needed to reboot.  Unfortunately, the problem still existed and the verify and rebuild procedure only resulted in the same answer that it could not fix the problem.

Please note that Capital One Bank does not allow an automatic updating interface, It has always been a manual process, one that I find tedious, but I cannot change that due to their security parameters on their side that disallow it.

I also ran “quick fix my file hub” which did not find any errors and consequently the problem remained the same.

The edit bank settings requires that all pending transactions are accepted before the User is allowed to edit.  Since I still have some pending transactions in the que, I will not be able to try this right now.  In the meantime, can you please send me more details on how this step could resolve the problem since nothing has been changed on my side and I don’t understand how Capital one has changed the routing and account number on their side of my business checking account to trigger off this issue.

Thanks

Keith.

@FSC HVAC 

You need to "fix" that error message. Run the Verify/Rebuild Data utility again to make sure. If the same error persists, you may consider purchasing a third-party file repair service to fix the error manually.

I appreciate you getting back to this thread concerning the resolution that can be given by the troubleshooting provided by my colleague, @FSC HVAC.

Before anything else, web connect issues can happen for several reasons, like incomplete bank files or incompatible formats. Changes from your bank can also create problems causing you to receive prompts to create a new account when importing transactions.

Also, the Verify Rebuild process scans your company file for errors or data damage and fixes them. Whereas the Quick Fix My File or QuickBooks Tool Hub has a specific component for particular QuickBooks Desktop (QBDT) issues. If you're certain that there are no changes made to your bank information, we can skip to editing your settings. 

Aside from the steps provided by my peer above, I have another way to fix your concern and import your transactions into your bank feeds. Thus, you'll have to import the .QBO file using a sample file. If it works, the problem lies in your company file. This is where you perform the Verify Rebuild process. 

Since the issues persist, I recommend contacting our Technical Support Team to check your company file and rectify your concern about importing your bank transactions. Please refer to this article to learn how to get in touch with them and their support hours: Contact QuickBooks Desktop support.

After that, you can visit these resources on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books:

• Add and match Bank Feed transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

Keep me posted if you have additional questions about banking concerns in QuickBooks. I'm just a post away to help you. Take care!