Let me guide you in importing your QBO file, @sse77mse-gmail-c,
Let's start by downloading your QBO files and saving them on your computer. Web connect (QBO) files are online banking transactions from your bank’s website.
Learn what are the file lists and transaction types you can import into QuickBooks: Import and export data in QuickBooks Desktop.
If you need clarification with the process, you can always tap on us. Have a great day!
No. You are not addressing my problem. My problem is QB 2020 does not "see" list an existing account when I click Use an existing QuickBooks account. QB sees the account when I got to List of Accounts. Previous data from 2017 is present. Obviously I do not want to create a new account unless there is a super easy way to merge transactions of one account into another.
Hey there, @sse77mse-gmail-c.
I see your response has been responded to in your other thread: https://quickbooks.intuit.com/learn-support/en-us/banking/re-how-do-i-get-qb-2020-pro-to-see-account....
Please follow the steps that were provided by my colleague. It should do the trick in getting your list imported. Please let me know if you have additional questions or concerns. You can reach out to the Community at any time. Take care!
This is normal and it happens when the account you want to import into is already associated with a bank and routing number, or a credit card account number, for import that is different than the ones in the QBO file you're attempting to import.
To get the account to show up as an option, edit it from your chart of accounts and and then on the Bank Feed Settings tab, pick Deactivate All Online Services.
Then try importing the QBO file again and you should see the account as available to associate with your QBO file.
I have ALL of my 2020 transactions I need to import into my QB. I have verified with my bank that my QBO file DOES have all necessary information to import. However, when I click to Import web connect file, and select the file, QB tells me there are no new transactions to import! Please help. I have been dealing with this for weeks now.
I cannot get my 2020 transactions into QB. According to my bank, my QBO file has everything it needs to import, but when I try to import, QB tells me there are "no new transactions". This is not correct. There should be hundreds, if not thousands for last year. Please help.
Joseph_A has actually given you a good start by sharing the steps to import a QBO file. I'd be happy to provide you with more information.
The option he said is actually still available in QuickBooks Desktop 2021. Please refer to the screenshot below.
There is a different way aside from going through the Banking menu. Here's how:
Once you have successfully imported your transactions, you can categorize and add or match them to your existing transactions in QuickBooks.
Comment below if you have other questions or clarification about this. I'll be here if you require further assistance. Have a good one!
Hi! thanks for help. Unfortunately doesn't work. I have the same issue (2020 and 2021 versions installed).
I tried web connect, also I tried to open the qbo file via menu (open file with - choose current 2020 .exe file) - nothing, the last i got is the menu "Import new transactions now" and then again error "QB is unable to verify the Financial Institution bla bla bla"
Any ideas please? (this is a new company and no transactions imported so far, bank is empty/no bank account (tried)).
I appreciate you for sharing the screenshot of the error message you're getting. It's my priority to help you with importing your QBO file into QuickBooks Desktop (QBDT) successfully.
This error message QuickBooks is unable to verify the Financial Institution Information for this download is generally caused by invalid data processed or incorrect bank details when downloading a bank statement file. The downloaded file may be saved in a format that's not compatible with QuickBooks.
To isolate the issue, let's make sure to download your Web Connect file directly from your bank, not from inside QuickBooks.
If the error continues, I recommend reaching out to your bank to check if there are any changes in your account settings when downloading transactions.
You can also follow the detailed guides from this link for additional troubleshooting steps: Fix Web Connect import errors.
For more tips about handling your banking transactions in QBDT, you can open this article: Download Bank Feed transactions in QuickBooks Desktop.
If you have any other QuickBooks or banking questions, please let me know by adding a comment below. I'm more than happy to help. Keep safe!
I am trying to manually import a webconnect file. I have tried to do this through the banking window also through file/import/utilities screen and each time I get the message: "to download and import transactions, sign in with your Intuit account" and when I click ok the login screen is totally blank
I can help you import your bank transactions, ecamp.
Have you tried performing the steps shared by Angelyn_T? If not yet, just ensure to follow the steps in creating a backup of your company file and you're using a supported version of QuickBooks Desktop. Afterward, you can update Internet Explorer to the latest version. Then, you can import the .qbo file.
If the same thing happens, I suggest reaching out to us so we can further investigate what's causing the Intuit log-in blank. Here's how to contact us:
For us to help you immediately, you can reach out to us within our support hours.
Feel free to mention me in your reply how this works so I can help you from there. Take care and stay safe!