Bank feed downloads

5 replies
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I go to my bank's website and download to quickbooks and it saves it to a pdf file that cannot be opened. I used to have no problem downloading to qbo. Has anyone ever seen this issue? I believe it may be a setting in my computer but not sure how to fix it.

QuickBooks Desktop

JenoP

QuickBooks Team

Hi there, Dmessina.

Let's make sure you're able to import your banking transactions to QuickBooks.

Just to clarify though, was the bank statement (PDF copy) downloaded directly from your bank? If so, I would suggest reaching to them to check why you're only getting PDFs instead of .qbo files.

In case they can only give you PDF copy of your statement, you can use third-party apps or websites that can convert your file. You can find them here: https://desktop.apps.com/home.

The Community is always here if you have other questions.

DmessinaAuthor

Thanks for the reply JenoP...in my apps default file section of my computer the qbo.file was defaulting to Adobe Acrobat pdf. I would like it to default to Quickbooks, which I believe would solve the problem, but can't figure out how to do that. I worked on it with a support from Intuit and he could not help other than finding a way around the problem. So for now I have a temporary fix until I can figure it out. If anyone has seen this issue, I would love to hear from you.

JenoP

QuickBooks Team

Hi again, Dmessina.

Thanks for giving me additional details. If this has something to do with your computer settings, I would suggest reaching out to Microsoft's support or have an IT person check on it.

Let me know if you need anything else. I'd be glad to get back here and offer my help again.

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