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I'll make sure that you can successfully upload your file, kwvint.
Currently, QuickBooks Online only supports these file extensions for manually uploading of bank transactions:
It could be that the .qbo file has been damaged that's why QuickBooks was unable to read it. To isolate this issue, we can download them again from your bank's website, then reupload it again to QuickBooks. You can refer to this article to be guided in doing it: Manually upload transactions into QuickBooks Online.
If the same thing happens, we can perform some browser troubleshooting steps to fix this issue. It's possible that the accumulated cache in the system is the cause of that error. First, let's access your QuickBooks account in a private/incognito browsing window. Doing this process will help identify if it's a browser-related issue since this mode doesn't save site data. You can use these shortcut keys:
Then, let's upload the file again. If it succeeds, we'll have to go back to your regular browser then clear the cache to delete the stored junk files and improve the system performance. In addition, we can use other supported browsers to further isolate the issue.
Once all of your transactions are in QuickBooks, we can now start matching and categorizing them.
I'll be right here to continue helping if you have further questions or any other concerns. Feel free to tag me in your comments.
This problem has been going on since February and Quickbooks continues to ignore all of us asking about it and just tell us over and over again to do the same things which DON'T WORK!
Bank of America business credit cardholders that have always downloaded the VERY SAME .QBO file from BofA and then upload it manually to Quickbooks, have NOT BEEN ABLE TO DO SO since February 2020! I have done several calls, each one was several hours and each time there is no solution other than creating more work for us and taking more time to do what should take seconds. Each time I speak to someone, they tell me Quickbooks is aware of the problem, they have it escalated to the highest level, and they are working on getting it fixed but after 3 1/2 MONTHS, it still doesn't work.
Quickbooks, GET THIS FIXED NOW!
Ive had the exact same issue!!!! Quickbooks wont upload the qbo file and I have a BoA credit card too and since February !!! UGGHHHH!
Is Web Connect working now? I've been experiencing all connection issues with TD Bank - no Direct Bank Feed, no web connect not even manual up loads.
Thanks for joining this thread, @Marie_K.
May I know if you have encountered any error messages when connecting or uploading files from TD bank to QBO? I'd appreciate it if you can elaborate more about this so I can provide you the best route to resolve the issue.
I've checked in our end and there isn't any open investigations related to your financial institution, I'd recommend reaching out to our QuickBooks Technical Support. They use specific tools to do screen-sharing to identify the root cause of the issue and help fix it for you.
Here's how:
Also, I’ve added this handy article that will guide you in uploading web connect files to QuickBooks Online (QBO): Manually upload transactions into QuickBooks Online.
Then, to review your accounts and make sure they match your real-life bank or credit card statements, you may visit our Reconciliation guide page.
Please keep in touch with me here if you have any additional questions about bank feeds. I'm always around to help. Thanks for coming to the Community, keep safe.
My bank recently upgraded its website, initially I was able to export the transactions but now the Web Connect doesn't work. I've read the thread on this, tried a couple of suggestions but so far no luck. I've cleared the cache/cookies and that doesn't seem to do anything. Any other suggestions?
Hello, PCA - Calgary.
I appreciate you sharing the steps you've taken so far to try fixing your issues with Web Connect. The steps you've mentioned and the one shared on this thread are the possible troubleshooting used to resolve this issue.
Since the issue persists, I recommend contacting our QuickBooks Care Support so they can further investigate the reason why you're having trouble working with Web Connect.
Here's how you can reach us:
The availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on the QuickBooks Online (QBO) drop-down to see the most updated support schedule: Support hours and types.
Know that you're always welcome to post here in QuickBooks Community if you have any other concerns.
I'm having the problem as well, so it has now been happening for over a year???????
Another thread said something about creating a batch file which includes
findstr /v /i /c:"<MERCHCAT>" /c:"<EXPCAT>" /c:"<CARDNUM>" /c:"<CARDNAME>" /c:"<MCC>" stmt.qbo >stmt1.qbo
HOWEVER, WHY CAN'T INTUIT/QUICKBOOKS FIX THIS? OR BANK OF AMERICA???
Hi there, bellcommons.
I'm glad to see you posting your concern here in the QuickBooks Community forum.
In the meantime, we didn't receive any reported concerns about uploading transactions from the Bank of America using the Web connect feature in QuickBooks. Since you still encountered the same problem and it has been happening for over a year, you can follow the troubleshooting steps shared above to isolate this issue.
However, if the problem continues to occur, I suggest contacting our QuickBooks Support Team. They have the tools to pull up your account to check and further investigate the cause of why the file isn't working using Web Connect.
Here's how to contact them:
You can browse this article to learn more about the different types of support we offer at Intuit and its availability: Support hours and types.
You can refer to this article to see steps on how you can review downloaded bank and credit card transactions by matching or adding them to avoid duplicate entries: Categorize and match online bank transactions in QuickBooks Online.
You can post again here in QuickBooks Community if you have any other concerns or questions about QuickBooks. Please know I’m always ready to answer them for you. Have a good one.
Utilize the trial version of a converter app to isolate the issue.
https://www.moneythumb.com/?ref=110
October 15, 2021 and the issue hasn't been fixed yet. The problem is only Bank of America credit card file, I have no issues uploading Bank of America bank transactions as qbo file.
Nov 8th 2021 and unable to upload Bank of America CC statements QBO file.
The CSV format doesn't take too long. Took less than five min compared to QBO download. Still annoying this doesn't work but easy to work around for now.
As far as Bank of America credit cards are concerned, the .QBO file import has been broken for years now.
Hello, tjbertram.
I wish you didn't have to go through all these hurdles. I want to ensure your concern is taken care of.
It may seem a bit strange, but you may have a cookie on there now that needs to be cleared. What I’d suggest is just clearing your cache, cookies, temp internet files, and history, then closing your browser and re-launching.
Once done, you can download it again from your bank's website, and re-upload it to QBO. For more info about the steps and the different supported file formats, please refer to this article: Manually upload transactions into QuickBooks Online.
If the same thing happens, please log in to your account using a private window. This can help us determine if it's a browser-related issue due to stored cache. You can use the shortcut keys below to access one:
Once finished, re-upload the said file to QBO.
Then, go back to your regular browser and perform the normal task again. If the issue persists, you can use another supported browser instead.
If you run into some bank upload errors in the future, you can refer to this article for the steps to resolve them: Fix bank upload errors in QBO.
For good practice, you can categorize and match your transactions to ensure they go to the right accounts and prevent any duplicates. Then, you can reconcile your account to make sure your books are correct.
Know that the Community and I are always here to help if you have other questions about managing your bank transactions. Have a great day ahead!
Why can't you (or QuickBooks staff) just have a look at the file and get back to me as to whether it's a valid Web Connect file or not?
I hear your sentiments, @tjbertram.
I know that it’s more convenient to verify your file directly, whether it's a valid Web Connect file or not. Please know that accessing your account requires some verification and specific tools that can’t be done here in the Community since this is a public space. Thus, I recommend contacting our support team to check and help you further.
Before that, please check our support hours so you can connect with us quickly and at a time convenient to you. Then, follow the instructions below:
Here are some resources that help manage your bank feeds in the program:
Don’t hold back to drop a comment below if you have any other banking questions or concerns. We’ll always be here to help. Take care!
I have tried to clear all browser's data including cookies, catches, temporary files etc. close browser, still got same error. anything else?
Hello there, JW360.
I appreciate you for performing the recommended troubleshooting steps to isolate the error you received.
Currently, we have an ongoing issue about uploading transactions from Bank of America. The concern likely stems from them and how they format their files. However, we are researching on our side to see if there are any changes we can implement to accommodate your file. With that, I'd suggest reaching out to our Phone Support team so we can add you as one of the affected users. You can do so by clicking the ? Help icon.
As a workaround, you'll have to upload the data using a CSV file. Let me guide you through these steps:
Once uploaded, you can review the entries and match them with transactions you've already entered into QuickBooks. Feel free to pin these articles for the detailed steps of the process:
Either my colleagues or I will get back to this thread once we have an update. Thank you for your patience.
This is not a Bank of America problem. This is a QuickBooks problem.
I have the same issue with JP Morgan and have not been able to get an update in 24 hours.
I am getting the same issue with JP Morgan just now. Unable to upload cc .qbo file, getting the same error. I have tried all of the above suggestions, as listed by the moderator and qb employees, to no avail. Any updates?
I understand the importance of resolving the issue related to importing .qbo files from your bank accounts as quickly as possible, Source1. Rest assured that I'll route you to the department that can help sort this out.
I've checked our records and found out that the investigation of this error has been marked as closed by our engineering team. As a workaround, you can import the transactions manually via CSV file in QuickBooks Online (QBO). To do so, you can follow the steps provided by my colleague Adrian_ Aon on how to import them.
After that, you can categorize them in order to allocate them to the appropriate account.
Since the issue persists, I'd recommend contacting our Customer Care Team. This way, they can take a closer look at your situation and re-investigate this further. Here's how to reach them:
To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: Support hours and types.
I've got here a helpful guide that you can use when performing the reconciliation process to make sure your accounts are balanced: Learn the reconciliation workflow in QuickBooks.
Feel free to post a reply below if you have other questions about managing your bank transactions, Source1. I'll be here to help you. Stay safe.
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