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sse77mse-gmail-c
Level 2

Unable to import QBO file

 
7 Comments
Joseph_A
QuickBooks Team

Unable to import QBO file

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. 

 

Here's how:

  1. Go to the Banking menu, then select Bank Feeds and Import Web Connect Files.
  2. Select the QBO file you saved, then click Open.
  3. When prompted to Select Bank Account, select:
    • Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
  4. Click Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
  5. Go to the Bank Feeds Center to review your transactions.

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!

sse77mse-gmail-c
Level 2

Unable to import QBO file

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.

Tori B
QuickBooks Team

Unable to import QBO file

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!

 

BigRedConsulting
Community Champion

Unable to import QBO file

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.

Docks
Level 1

Unable to import 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. 

Docks
Level 1

Unable to import QBO file

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.

Fiat Lux - ASIA
Level 15

Unable to import QBO file

@Docks 

Utilize the trial version of this converter app to isolate the issue. If the same error persists, the problem is on your bank.

https://www.moneythumb.com/?ref=110

 

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