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Anonymous

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Re-Import Web Connect File Issue

Forum|Forum|6 years ago
June 4, 2020
2 replies
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I am having no problem importing Web Connect files. I even chose to import the CSV files my bank provides because it includes both the Transaction and Post date, where the QBO file only includes the Post date (this means my Quickbooks won't match the dates on the statements) – then I use a 3rd party tool to convert from CSV to QBO.

Where I am having a problem is if I want to reimport a file. For example:

1. I import the month of March and it goes well
2. For whatever reason, I notice an issue so I manually delete all the transactions that were just imported
3. Now if I try to re-import the same file, the transaction won't show up

The only solution I have found is to delete the account by deleting everything entered, then deleting the account, and recreating it by reconnecting to the bank and then doing the import again.

Obviously this won't work once I have a baseline of data that I don't want to delete.

What is the best way to resolve?

Many thanks.

QuickBooks Desktop

Best answer by

Hi there, Roberto Verde.

I appreciate all the troubleshooting steps you've performed to fix this. I know it wasn't an easy process for you. Let me help you get this sorted out.

Every account and transaction inside of a WebConnect file has a unique identifier which is why QuickBooks won't allow you to re-import the same .qbo file more than once to prevent duplicate entries. I've got two options you might consider doing.

You can try editing or creating a new .qbo file that contains only those 8 transactions. Once done, try to import it in QBDT. If it still doesn't work, we can manually enter them in your bank or credit card register in QuickBooks Desktop.

I've included some links you can refer about bank feeds in QBDT:

I'd appreciate it if you'd update me on how the options work. I want to make sure this is taken care of.

@lin_jcaj @ReyJohn_D @AileneA @Klent @ReymondO

I spoke with the programmer who writes the 3rd party solution which I'm using to convert QBO files from CSV files and he knew the answer off the top of his head. Please add this to your team's knowledge base.

from the programmer:

"You need to convert the CSV file again to a new QBO file (rather than trying to import the existing QBO again). My software generates unique transaction IDs every time you convert, so Quickbooks will not skip previously imported transactions as they will have different transaction IDs."

that's all – problem solved. BOOM!

I really do appreciate all the team's attempts at help, but seeing it just be this simple is illuminating.

R

ReymondO

Moderator

I'll help you fix this, @998777.

It could be that there was an issue with the file that you're using when importing your transactions to QuickBooks Desktop (QBDT). This is the reason why you're unable to view the transactions that you've reimported.

To test it out, we can create a copy of your CSV file and use it to reimport your transactions to QuickBooks.

If you're still getting the same error, I recommend updating QBDT to its latest release . Most of the time, performing this action can fix data issues.

However, if you're getting the same result, I recommend following the basic troubleshooting steps provided in this article to fix Web Connect import issues in QuickBooks: How to fix import issues in QuickBooks Desktop.

If ever the steps provided above doesn't fix the issue, it would be best to run the Verify and Rebuild Data tools in QBDT. This way, we can identify the cause of the issue and resolve it.

Once your transactions are successfully imported to QuickBooks, we can now add and match them to any entries that are already in the related account.

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

A

Anonymous

@ReymondO

I don't think I explained myself well enough based on your reply – I am 99.99% sure this is not a file related issue.

Let me take another crack at explaining the issue:

I import a QBO file into an Account
then, from the Bank Feeds screen, I select the Account I imported into and click the View Transactions button (or whatever it says)
then, I am presented with a screen that shows me all the imported transactions (some are auto filtered results based on existing rules and new items require the creation of a rule or choosing Ignore)
lets say I ignore 2 out of 10 displayed transactions (which means I approved 8 that then make there way into the Account register)
then I delete those 8
then I try to re-import the same QBO file
it won't show me the 8 I just deleted – instead it will only show me the 2 I ignored

Its as if those 8 transactions are stored somewhere and cannot be re-imported until I delete and re-create the Account.

Does this make more sense?

K

Klent

Level 8

Thanks for the additional information, Roberto Verde.

You can perform the basic troubleshooting to fix Web Connect import issues in QuickBooks provided by my colleague above first to isolate this issue (in case you haven't tried it yet). However, if the same thing happens, I encourage getting in touch with our technical supports. This way, we'll be able to pull up your account in a safe session and conduct a series of tests to rectify the underlying issue.

Here's how to connect with us:

Open QuickBooks.
Select Help from the top menu bar, then go to QuickBooks Desktop Help.
Click Contact Us.
Enter a brief description of your concern, then select Continue.
Choose Start messaging or Get a callback from the next available expert.

You may also check our support hours to ensure that we address your concerns on time.

Once your bank transactions are in, it's time to review them before adding them to the register.

Should you have any other concerns or follow-up questions, you can always find me here. Stay safe and healthy.

R

ReyJohn_D

Moderator

Thanks for the additional details, @998777.

For your first concern, you'll have to contact our QuickBooks Desktop (QBDT) Support Team so they can verify your account and if it's possible to have a QBDT free trial again. They also have the tools to check your email address and perform a password reset for you. This way, you can have access to your account again. Please refer to this article on how to contact them: Contact QBDT support.

Also, yes, you're correct that QuickBooks doesn't allow you to re-import web connect files to ensure there aren't any duplicate entries. Thus, if QuickBooks recognizes a duplicate one, it will be ignored the same with your case. I can suggest a few solutions you can consider performing.

First, you may restore a backup you created before you imported the web connect file containing the missing transactions. When done, you can import the web connect file again. Second, you may just enter them manually in your bank register if there are only a few transactions for the period.

Here's a great Community resource to check out for more info about fixing web connect file issues. It can also be an awesome site for other QuickBooks concerns such as managing payments, income, and expenses, running reports, etc. to keep track of your business: Community help articles.

Please let me know if you have more questions. I'll be here to assist you. Take care and stay safe.

A

Anonymous

@ReyJohn_D

I am kinda stuck here. If possible, I do not want to engage technical support via telephone, which is why I am using this online forum.

It seems the issue is related to the import function of QBO files and QBDT not wanting to create duplicate entries when you try to import the same data twice. I get it, like a safety on a gun.

This being the case, what is the procedure to import the same data twice and OVERRIDE the safety that QBDT is using?

This really can't be that difficult of a problem to solve.

Am I missing something? If you read the entire thread, you will see the first response told me it was a tech issue related to the creation of the QBO file from a CSV file. Then finally a Intuit person mentioned the duplicates issue – which sounds completely logical. Assuming this is the issue, that is the work around?

As I mentioned, I am not sure technical support will honor my license since they are going to say it is past the 30 day window. Which means I used ZERO of my support. At this point, I just need a simple answer on how to progress with this issue which does not paying for support, considering the one time I wanted to use it – right at the beginning of the pandemic – I was unable to bc I could not get through or leave a message for a call back. At this point, I really just need help with this single issue.

Please advise. I know several people have stated to call technical support, but I am literally broke and just had a baby without insurance (really! it aint cheap) and the recent economic events make spending money on support impossible for me. That is why I am using the online forums!

Thanks for your understanding.

A

Anonymous

Answer

Hi there, Roberto Verde.

I appreciate all the troubleshooting steps you've performed to fix this. I know it wasn't an easy process for you. Let me help you get this sorted out.

Every account and transaction inside of a WebConnect file has a unique identifier which is why QuickBooks won't allow you to re-import the same .qbo file more than once to prevent duplicate entries. I've got two options you might consider doing.

You can try editing or creating a new .qbo file that contains only those 8 transactions. Once done, try to import it in QBDT. If it still doesn't work, we can manually enter them in your bank or credit card register in QuickBooks Desktop.

I've included some links you can refer about bank feeds in QBDT:

I'd appreciate it if you'd update me on how the options work. I want to make sure this is taken care of.

@lin_jcaj @ReyJohn_D @AileneA @Klent @ReymondO

I spoke with the programmer who writes the 3rd party solution which I'm using to convert QBO files from CSV files and he knew the answer off the top of his head. Please add this to your team's knowledge base.

from the programmer:

"You need to convert the CSV file again to a new QBO file (rather than trying to import the existing QBO again). My software generates unique transaction IDs every time you convert, so Quickbooks will not skip previously imported transactions as they will have different transaction IDs."

that's all – problem solved. BOOM!

I really do appreciate all the team's attempts at help, but seeing it just be this simple is illuminating.

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