Credit Card Web Connect File Importing Problem

Hi there, FLBill.

I appreciate you taking the time to share the details of your experience. Possible reasons why imported transactions are not reported on the bank feeds it's because, transactions may have been downloaded from a wrong bank account or the date period filtered isn't the same to your imported transactions. To resolve this, ensure that you're reviewing the correct bank account where the transactions were imported and make sure the date is filtered correctly. I’ve attached screenshots to guide you in locating and verifying the accounts.

If you've confirmed that the transactions are still not appearing in the correct bank account, you can update the account ID in the QBO file. Keep in mind that the account ID is designed to prevent duplicate entries during the import process. Editing the account ID should only be one time action, and it's necessary if a previously downloaded transaction was deleted. You can follow the Solution 3 in this article:  Edit the QuickBooks Web Connect (.qbo) file.

For more information on how to match bank feeds in QuickBooks Desktop, check out this article: Add and match Bank Feed transactions in QuickBooks Desktop.

If you have any other concerns or additional questions when importing your files let us know. We're always here to assist you further. 

Hello there, FLBill.

I think the information is going to the correct account as it shows up as unmatched in the box as I described above.  It does not show up in the bank feed uncategorized or or categorized tabs when download the qbo file.  

I created new qbo files.  The new qbo files did not upload properly.  

I did not set up the bank feeds for the problematic account.  Do I need to do this in order to upload web connect files manually?

Thank you.

Hi FL,

Thank you for updating us in this thread. Let me provide clarification on why the transactions are not in your bank feeds after the importing process.

In your initial post, you mentioned that the imported transactions do not appear in either the recognized or unrecognized areas of your bank feeds. Could you confirm if you are currently using Advanced Mode?

You also referred to a screen with two boxes: Items to Send and Items to Receive from Financial Institution. Please note that this screen is part of Classic Mode, which means that your bank feeds may have been switched from Advanced Mode to Classic Mode. 

I recommend switching back to Advanced Mode for a more detailed view, which may help ensure the imported file reflects correctly.

Please follow the steps below to switch banking feed modes:

1. Navigate to Edit, then click Preferences.
2. Select Checking.
3. In the Company Preferences tab, choose the Advanced Mode and hit OK.
   
   

If the transactions are still not showing, you can also try using the Express Mode.

However, if the imported transactions do not appear in any of the banking modes, I suggest requesting a .qbo file directly from your financial institution. Once you have the file, you can proceed with importing it to QuickBooks.

If they're unable to provide the correct file format, you might consider using a different file converter. The file you imported may have an issue, which could be why the transactions are not showing in QuickBooks.

I hope this helps you successfully import your transactions into QuickBooks. Please don’t hesitate to click the Reply button below to let me know how it goes or if you need any further assistance. The Community team is here and always ready to help!