QBD 2020 does not import my QBO file for my CC

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This is unusual, gerdgoebel. I appreciate you for attaching a screenshot.

There can be various reasons behind Web Connect issues, including incomplete bank files or incompatible formats. Also, changes made by your bank can contribute to these problems. I'm here to help you resolve this.

Beforehand, create a backup of your company file to restore it if any changes occur. Then, make sure you're using a supported version of QuickBooks. If you use Advanced Mode in bank feeds, you may need to sign in to your Intuit Account or switch modes.

To begin, let's ensure you downloaded your Web Connect file directly from your bank, not from inside QuickBooks. Here's how to re-download and re-import your file:

1. Sign in to your bank's website
2. Find and download the Web Connect file.
3. Open QuickBooks and your company file.
4. Then, import the .qbo file.

If the issue persists, review notifications from your bank. They may notify you of changes or the need to confirm your identity. To address this, I recommend signing in to your bank's website. Then, check your messages, and follow any instructions to fix this.

In case you don't see a message, I suggest following Step 3 in this article: Fix Web Connect Import Errors.

Additionally, I've added these articles that you can utilize to help manage your bank transactions in QuickBooks Desktop:

• Add and match Bank Feed transactions 
• Create rules to categorize transactions in QuickBooks Desktop

Please don't hesitate to comment below if you have other questions about importing your bank and credit card transactions. I'll be around to help. Keep safe!

Thanks for your reply CharleneMae_F

I ran all the steps in the link you mentioned as step 3.

Step 1: I downloaded the CC transactions again for period May, selecting download type Quickbooks, which defaults to QBO. No error messages were triggered.

Step 2: I did not get any error messages when download my Capital One transactions.

Step 3: I already had tried to switch from Express to Classic mode in Change Bank Feed Mode. It did not make a difference, I still get the same error

Step 4: I created a new company file as suggested, I had not created the Capital Once account, just tried the import (as that normally ask what account the transactions should be assigned to), but again, I get the same popup.

I just have this one CC, thus, can't try another QBO import.

Would you have a sample QBO that I could try to import into the test company?

I am still puzzled why it worked once, then all subsequent imports triggered the same error right after starting the import.

I just realized, that when the error is triggers QB creates a log file (see attachment). I went through it, but don't see anything specific to QBO file issues. It seems to be doing lots of other stuff during the import.

Maybe you see something in the log file that is off.

I'm sorry you've had to deal with this, gerdgoebel. 

I appreciate you for performing the troubleshooting steps in resolving the issue. It's our priority to ensure that all concerns are being addressed right away. 

Since the issue persists, I suggest contacting our Customer Care Team. They have tools that can check your accounts and determine the root cause of this issue. 

Here's how to reach them:

1. Open QuickBooks Desktop.
2. Go to the Help menu, then select QuickBooks Desktop Help.
3. Click Contact Us at the bottom.
4. Enter a brief description of your issue, then select Let's Talk.
5. Choose a way to connect.

You can use the following resources for managing your bank transactions moving forward:

• Add and match Bank Feed transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

Don't hesitate to visit me here if you have other concerns aside from importing your bank and credit card transactions. I'm always here to help. Have a great day!

@gerdgoebel 

You are using QBD 2020, correct?

As I know, you can't import *.qbo files into an outdated QBD version. Does your bank provide other formats (e.g *.csv)? You can use a 3rd party tool as a workaround. 

Thanks for your reply.

Yes, I can download via .csv file, what I am currently doing. I have an importer for our order transactions.

My question is, however, why was I able to import the QBO once, then get the error afterwards. 

Hello there. I'm here to share some insights about the error you get when uploading web connect files to QuickBooks Desktop (QBDT).

Importing the *.qbo file is no longer supported by any outdated QBDT version. Since QBDT 2020 is one of the unsupported versions of QuickBooks, the ability to use the bank feeds feature is also discontinued. This might be the reason you're getting an error when trying to upload. For reference, please check this article: QuickBooks Desktop 2020 service discontinuation policy. 

That being said, you may consider upgrading your QBDT program to a newer version to import web-connect files seamlessly. Another option is to switch to QuickBooks Online (QBO) and connect your bank account there. 

For more reference on fixing web-connect import errors, feel free to check this article: Fix Web Connect import errors.

I also include this helpful resource that you can use as a guide in managing and categorizing your transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

I'm always here ready to lend a hand if you have any other concerns managing your bank transactions. Have a good one and stay safe. 

Hi,

I know that our version if QB is no longer supported, but for small companies you do not have any acceptable upgrade options.

I understand that downloading my transactions from within QB does no longer work, but the import should have continued to work. It's sad, that this way you try to force us into your subscription model.

Also your suggestion to convert to QBO is not an option for us, as it does not support assembly items. And QBO would not be more "price attractive" vs. QBD. And I don't want to comment on the posts I read in the community about QBO's features and functions.

Being a QB user since version 2009, and I was a beta tester for several years, I like QBD as it has all the functions we use for our small business. However, I regret, that you don't have more attractive price options for small businesses.

There is also no version without support, thus, for the 2 licenses we have, I would have to pay for support twice, even though I only had used paid support in the past, and it was a waste of money, as ultimately no solution was provided when I needed it, but subsequently the issue had been fixed by a support pack.

@gerdgoebel 

You are using QBD 2020 Premier, correct?

If you switch to QBO, you will need a 3rd party manufacturing app to integrate with QBO. I would recommend  to keep using your QBD 2020 Premier at this time. Prepare your bank statements or credit card billing statements in csv format and use an importer tool with the one time license to proceed.

https://get.transactionpro.com/qbd

Thanks again for your suggestion.

I use Business Importer from Synder as it's the only importer that also allows "Build Assemblies" to be imported via Excel. Neither the TransactionPro nor the Saasant Importer have this option.

I already created a .csv import for CC charges and credits. It works just fine, I am just disappointed that the QBO import has also been cut-off by QB.

We can prepare Item Assembly data with the following template and use TP for Desktop to proceed

I was not talking about importing assembly items, that works with all the importers I have tested.

The "Build Assembly" function you need if you buy in bulk but sell in small package sizes. In our case we buy all our products in bulk (kilo, lbs), then repackage it to small bags in 2, 4, 8, 16oz. To adjust the bulk and the packaged inventory correctly, you use the Build Assembly function in QB.

When I download all our sales transactions from our web-site, I run several VBA to create the sales receipts, the builds assemblies, and payment fees, then use our Business Importer to import everything into QB.

This works fine and fast. I just would wish that the Business Importer has a more intuitive front-end after loading the Excel data, but my processes work.

@gerdgoebel  RE: QBD 2020 does not import my QBO file for my CC

Yes, this is because it has been discontinued.

However, you can still import the QBO files by converting them to IIF files. Use our new OFX/QFX/QBO to IIF Converter to do this.

It's absolute Bovine Excrement that QB cut off Desktop and also stopped allowing QBO imports.  Unfortunately, this is typical behavior from Intuit/QB...

I am EXTREMELY disappointed with Intuit.

I paid a whopping $300 for Quickbooks Desktop 2020.

I understand Inuit has to cease phone support for previous versions, but I NEVER expected Inuit to REMOVE FUNCTIONALITY.  What are they doing poking into and changing my SUPPOSEDLY STANDALONE DESKTOP INSTALLATION anyway?

For 20+ years, importing .QBO files has not been considered an "online service".  I don't even get my .QBO files online.

THIS IS A CROCK!!!!  This will certainly influence what accounting software I buy in the future.

Actually, I don't believe Intuit's intentional diminishing of functionality for a product that has already been agreed upon and paid for (this is, at least, an implied contract) is legal in California and many other States.

The Quickbooks Desktop product is/was NOT a subscription that is subject to change.

I am going to file a complaint with the California Department of Consumer Affairs.

For 20+ years, importing .QBO files has not been considered an "online service".  I don't even get my .QBO files online.

The sad part is even though this is an "Import" rather than an online service, Intuit basically can do whatever they want, and they want us to move to the subscription model. And they further know that there is no other financial software around that has the functionality of QB, thus, another "incentive" for them to push us to the subscription model.

@gerdgoebel 

You can use the trial version for any supported QBD version for good to import *.qbo files if required.

Hi Fiat Lux - ASIA,

I thought you might have figured by now that I don't want to move to the subscription model, thus, I don't want to use a trial version, which I am sure would allow me the imports in question.

It is just sad, that Intuit is using any possible way (by removing key functionality like the import) to force us towards the subscription model.

And if I just compare past and current pricing it just is not an option to use the subscription model for small companies. 

Another point is, that I would be forced to use a version that includes support, even though in the many years I have used QBD I only had used paid support once, and what a disaster that turned out to be. Just ready my previous comment.

Kenfen21

I am absolutely convinced that Intuit intentionally removes functionality to force us to move to a new subscription based version. They made that very clear in several e-mails I had received. Of course, we could debate what their interpretation of removing "online services" means, and if it should include/exclude imports. The term has to be rather wage, thus, they can claim that imports are included.

We agree to the license terms and conditions, thus, I don't think Consumer Affairs would even listen to you or can do anything about it. But if you get a reply I hope your post it here.