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Level 1

trouble import QuickBooks OFX data (.qbo)

when I try to import a QuickBooks OFX data (.qbo) bank file.  In to QuickBooks Desktop Pro 2020. it just closes down.

 

3 Comments
Highlighted
Moderator

trouble import QuickBooks OFX data (.qbo)

Hello there, diegosan,

 

If you're having a problem with using WebConnect to importing transactions from your bank. Please refer to some common issues with Web Connect:

  • “QuickBooks found an error. We can’t read the file {Your financial institution} sent.”
  • "An error occurred while processing your online banking data."
  • "Your data was not imported into QuickBooks."
  • "QuickBooks is unable to verify the Financial Institution information for this download."
  • QuickBooks seems stuck and asks you to select a new or existing account when you try to download.

Once done checking the cause of the error of WebConnectn and you're able to fix it. You can now reimport the missing transactions.

 

You can check this article for more detailed steps on fixing the common Web Connect errors in QuickBooks Desktop: Fix Web Connect import error.

 

Feel free to get back to us if you need more help.

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Level 1

trouble import QuickBooks OFX data (.qbo)

I check the file to make sure it is a QBO file. yes, it is. check to see if CitiBank support Quickbooks. yes,
change the bank fee mode to classic mode.
check the file to make sure it is a QBO file? yes, it is. check to see if CitiBank support Quickbooks. yes
change the bank fee mode to classic mode.
did a verify data, all so rebuild data? all O.
Quickbooks will open too. when I get import new transactions now. say ok. QuickBooks shut down. and no error is given out.

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QuickBooks Team

trouble import QuickBooks OFX data (.qbo)

Good day, diegosan. 

 

Since you've already verified that the file was saved in the QuickBooks folder, and the bank is supported by QuickBooks. Also, you've performed troubleshooting, and all fail. I recommend reaching out to our customer support team. This way, we'll be able to pull up your account in a secure session and verify the underlying issue. 

 

I want to make sure your issue gets prioritized and addressed on time. I'll be providing this resource for the support hours. It contains the time on when the support is available, depending on your type of subscription. Just go to the QuickBooks section of this article for more info: Contact QBO support

 

Here's how to contact our support team:    

 

  1. Sign in to your QuickBooks Online company. Then click Help (?).  
  2. Select Contact Us.  
  3. Type in your questions in the How can we help? field.  
  4. Click Let's talk.   
  5. Tap Get a callback. Or also you have the option to press Message an agent if you prefer to chat agent.     

I'd suggest visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop.  

 

Please keep me posted if there's anything I can help you with your QuickBooks. I'm always around here in the Community whenever you need further assistance. Have a great day, and stay safe!

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