Thank you for joining the thread, @knapiks. I’ll help you with your concern about importing transactions into QuickBooks Desktop (QBDT).

Making sure that all transactions are imported is important to avoid problems when it’s time to reconcile them. Also, we can keep track of accurate data if we obtain the complete records or transactions.

To start with, you can check if there are changes with your bank on how they support QuickBooks Desktop. If there is, the bank will notify you. To check, you’ll need to sign in to your bank’s website and check your messages. Look for any requests for access and approve them according to their guidelines.

If there’s none, then you can proceed to Step 4: Switch banking modes. In QuickBooks Desktop, there are three bank feed modes to choose from. Each option presents and manages transactions in your bank feeds in a unique way. You can refer to this article for a detailed guide and additional troubleshooting steps.

Furthermore, you can check out this article to learn what are the file lists and transaction type that you can import into QuickBooks Desktop: Import and export data in QuickBooks Desktop.

Let me know if you have further questions about transactions by replying to this thread. Stay safe!

Unfortunately, this kluge solution doesn't really solve the problem for Quickbooks. This takes the program back a dozen or more years to the old method of importing banking data. I have been doing this since Quickbooks failed to update its default browser to Microsoft Edge and/or Chrome to conform with the financial industry security standards. If Intuit can't even keep its software up to those security standards, how are we to trust that the rest of the program also is secure?

Right, and they increased fees substantially that they said were needed to assure security and maintaining up to date standards.  If our auditors had ability to interface with other software, it would be worth the time/effort to convert to any other accounting system (with an actual customer service phone number to call as well)

Aserawera's Solutuon works:
"I copied the edge shortcut found on my desktop and placed it where I found IE C:\Users\username\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Accessories I then renamed the IE shortcut to _OLD and then renamed the edge shortcut to Internet Explorer

Directory of C:\Users\username\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Accessories

01/14/2022 10:11 AM <DIR> .
01/14/2022 10:11 AM <DIR> ..
01/07/2022 06:59 PM 2,440 Internet Explorer.lnk
10/16/2020 05:46 PM 1,338 Internet Explorer_OLD.lnk"

Thank you for the work around. I guess i wonder if it's that easy, why Intuit hasn't updated Quickbooks to allow you to pick your browser?

The better question is why hasn't Intuit just fixed the problem outright instead of trying to force their users to use a program that's been completely discontinued and is not even compatible with up-to-date banks?  Oh, and they still advertise this capability.  Class action needs to be started, IMO.

I know that's right

Intuit doesn't care about customer's needs, only just show them the money!

I am an idiot monkey child.  Can you break this down for me.  I currently have IE but no edge because QBs doesn't like edge.  But I don't understand the post at all. 

The point is that although QB uses IE as a default, most banks don't because of the security issues with IE.

I believe that Intuit's strategy is to retire QB Desktop and migrate users to QuickBooks Online. 
New purchases of QB Desktop will remain pricy, updates and features will be lagging, and issues like this bank integration will be neglected.

Just the way it's going to be, I'm afraid.

But how do i fix?  I didn't udnerstand the instructions.

I've been saying this for several months, as well.  I checking on pricing for the latest version of QB Desktop, even THAT is now a subscription!  I gather from that, that each version of QBDT will have support dropped each year and you have to "resubscribe" for the new version.  Wouldn't surprise me if Intuit introduces a "kill switch" that would literally turn off QB after so many days, and force the user to buy a new subscription just to continue to use it.  I know that I, like many others, are searching for an alternative.  I am a =very= small user and am down to only 1 employee and haven't used the P/R service for decades, just doing all P/R checks manually.  If Quicken had manual P/R capability, I'd dump QB in a heartbeat.

@knoxfarm2020Sage started using a kill switch with Sage 50, now it has gone cloud, it's all about money and not the small business customer which is QB bread and butter, hopefully someone will come along with the next QB/Sage and them both a run for their money

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@Hunter1will wrote:

hopefully someone will come along with the next QB/Sage and them both a run for their money

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@Hunter1will @knoxfarm2020 

Don't expect too much. No one interest to develop a desktop based program any longer nowadays from scratch. If their product is good, they have to deal with license crackers and free cloud-based accounting apps to make money. You can still purchase a one-time license for QBD 2021. If you prefer to use QBD 2022, you can purchase a one-time license for the Accountant edition.

I tried Online but switched back to Desktop after 3 months.  Despite the name, it's anything but intuitive. Online doesn't let you reload a backup when you make a mistake.  I downloaded a bank feed and ended up with months of duplicate entries, and the only solution to fix it was make an entry negating each one.  It became a clutter of garbage.  So my easiest solution was cancel and reload a 3 month old desktop copy. 

The biggest problem is the ubiquity of QB.  My accountant told me it's the best option for the size of our business and it's certainly easiest for him to grab information from.  It's almost a monopoly so there's no interest in improving it, and it's infuriating. I feel trapped by Intuit.

Your experience resembles mine. I have stayed with QB Online, but it was a rocky start. Yes, I had lots of duplicate entries from bank feeds, but I was able to just delete them. It was tedious, but I was eventually able to get all accounts to reconcile. Hopefully, my CPA will have no problem with my books in this tax season.

QB Online offers a bookkeeping service which costs $500 at the outset to complete a "clean up." Then, $200 per month. Too rich for my tastes. After struggling with the start up effort, I can understand why they charge $500 for it. I did point out to them how clever it was to create a problem then charge their clients $500 for fixing the problem they created. Evidently the east asia-based customer service rep (I think she was in the Philippines) I was speaking with did not see the irony or humor in that. I saved my $500 - or rather, I probably invested $1000 of my time in getting it straight.

It was not intuitive, but I eventually got the feel of how it works.  

So I just got off the phone with an Intuit CSR and gave him an earful! . I noticed a red Reactivate your payroll, and when I tried to do so, got "oops, you can't... you need the principle to do so" (I am the one that does it all, set it up, is the contact for Intuit... you know, the Queen.) So I processed payroll / direct deposit.  One of the EEs pointed out that I paid him too much - no taxes were deducted. So I did a bit of discovery -   I got an Email on Sunday that there was a disputed charge notification.  I did not see it, but I did see the email that they are sunsetting 2019 and I'd better update ...or else.  So when I called today to see what was up, I got a bumble head that did not listen at all - if he didn't follow the script, he could not function.  Of course I gave him my name/ EIN / Company name and the other 50 zillion things needed to verify my account.  Then he asked me what the problem was and when I told him about the email - he continued to ask a "sht load" of questions - none that seemed to be of value.  We went around and around and he kept asking questions that I had already answered, and just could not seem to understand that I needed to get the payroll "reacctivated"  until I finally found a way to make him understand.  Then it turns out that the CC used for the payroll billing was expired!  He needed all the info to get  it in the system and then update.  While we were waiting for the update, I asked him why I did not get an email from Intuit that the CC is about to expire. He said they do not do that - the bank would let me know. Stupid!!!  I get the emails all the time from vendors that have the card on file and told him so.  Of course he did not understand - kept saying the bank would know about the CC.  I think he thought that I never got a renewed CC.  I finally gave up trying to make him understand and moved on.  Then of course he had to do the "sales questions".  One of the things that most bothered me is ... and what is the nature of your business...  when the nature of our business is in the name of our business!!  By this time I'm fuming and let him know that I knew I was being recorded, so "for the record.... I told him about the community comments, the default browser issues / all the complaints I've been reading ....  and anything else I could think of at the time.  He then said, I could send feedback to Intuit with suggestions.  Yeah... like that would work.  So I told him I had to do some serious thinking about what to do when 2019 sunsets in May.  I checked prices and nearly fell over.  I am a QB ProAdvisor and told him so and that I feel that Intuit does not value their customers.  I just closed my ProAdvisor business and work full time with a family business so it really matters since we are still struggling from the 2020 debacle.   Ok - now I feel better.  Thanks for listening to my rant!  

Intuit sent me a survey, my response "This Company Sucks"

@CF201 If you want to continue to use QB Desktop payroll, you will have to upgrade your QBDT before May 31st.  It has always been the case that Intuit sunsets the program versions after 3 years and they will no longer support integrations like direct bank feed downloads, payroll, or merchant services.  For most of my clients, this meant buying the most recent version every three years.  HOWEVER....the program no longer works that way.  As of this year, desktop is a subscription that has to be done every year.  You can find more information here:  https://quickbooks.intuit.com/desktop/   There are still some options to buy desktop 2021 non-subscription from resellers, which would take you out another three years, but they are limited.

It doesn't matter if you don't update they will take away the ability to update and your paychecks will quit calculating taxes. All paychecks will have zero taxes and the ability to do payroll ends. You can't pay liabilities or file payroll forms either.

Didn't work...

@CedarE 

Any details?