QB not allowing banking import to current credit card

Thanks for this.  It helped me out immensely.

Much appreciated and keep up the good work! 

-Susan

Thanks for coming back, Susan607.

That's great to hear that the troubleshooting steps provided by my colleague resolved your banking issue. Feel free to browse this link here if you need help with other tasks in managing your bank transactions. It'll route you to our general banking topics with articles.

Keep in touch if you need any assistance with reconciling your accounts, or if there's something else I can do for you. I've got your back. You have a good one.

Hi there, @DTMacTeam_Ben.

I reviewed your answer and it's accurate and correct. Thanks for sharing this to the Community. We love seeing users helping each in the thread.

Take care and have a great day!

I downloaded my quicklook transactions from my bank and when I want to import it it shows the card I can select it but the continue button is grayed out. it somehow only allows me to set up a new card. I have not gotten a new card it is still my old one. what can I do to get my statements imported?

thank you,

Sabin

Let's make sure to sort this out so you can add your transactions, Sabin.

There are times that data or program issues can cause certain buttons to not show up or work when working in QuickBooks. Let me share the steps that can resolve common banking and import issues in QuickBooks Desktop for Mac:

First, make sure to download and install maintenance release for QuickBooks. Doing this will fix minor bug issues in the program. Here's how:

1. Go to the drop-down list in the QuickBooks▼ menu, then select Check for QuickBooks Updates.
2. Click Install Update and choose Install and Relaunch.
3. When the update is complete, QuickBooks for Mac automatically opens.

Second, create a test company file and check if the Continue button is clickable. This will help us isolate the issue if it's only happening to the company file you're working or the entire program. Here's how:

1. Go to File and select New Company.
2. Create a name for the test file, then Save.
3. Complete the Create New Company wizard, then select Finish.
4. Add the account that was experiencing issues to the Chart of Accounts.
5. Set up Online Banking for that account.

If you're able to import the banking transactions successfully, it's possible that a data issue is causing the Continue button to gray out. In that case, follow these steps on how to fix damaged data in QuickBooks:

1. Go to the File menu and select Utilities.
2. Click Rebuild Data, then choose OK to close all windows.
3. QuickBooks will ask to make a backup before rebuilding your company file, select OK. When the backup's finished, select Show in Finder to locate the backup or select OK if you’re done.
4. Once the rebuild is completed, click OK.

After that, go back to the company file and check if the Continue button is already clickable. Allow me to share these additional articles for more banking-related references: 

• Error: Nothing Imported After Importing a Web Connect (.qbo) File
• Fix Online Banking Issues in QuickBooks Desktop for Mac

Keep me posted if you're able to import and categorize your banking transactions. The Community is always behind your back if you need anything else. 

Hello, I am having the same problems of bank feeds to wanting to allow me to import web connect file to a connected credit card with an existing account. It keeps giving the message "QB does not have an online account to handle these transactions" and then tries to force me to set up a new account. The regular "last 90 days" transactions download feed works fine, but I need to import transactions earlier than that. I am working on qb desktop 2022 in windows.

Thank you for visiting the QuickBooks Community again, BB7301. I'll be sharing details on how the WebConnect file works in QuickBooks Desktop. Then, I'll ensure you can import transactions into QBDT without errors.

Before uploading the WebConnect file from your bank, you have to deactivate Bank Feeds first for the specific account. This is to make sure that it allows you to import a web connect file to a connected credit card.

Here's how:

1. Click the List tab at the top menu bar.
2. Select Chart of Accounts.
3. Right-click the account.
4. Click Edit Account.
5. Go to the Bank Feed Settings tab.
6. Select Deactivate all online services.
7. Select OK.
8. Click Save & Close.

Then, keep in mind that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process. For additional insight into deactivating Bank Feeds, you may visit this article: Deactivate Bank Feeds for an account.

Once done, you can now start importing your transactions using Web Connect.

Lastly, you may refer to this article on how you can reconcile your accounts to avoid discrepancies: Reconcile an account in QuickBooks Desktop.

Keep me posted on how everything goes or if you're referring to something else in the comment section. I'm always around for further assistance. Take care and have a good one, BB7301.

I am having the same issue, however, all the settings were already as enabled.

Welcome to the thread, @accting101.

I want to ensure you'll be able to import your bank transactions without issues.

There are reasons why you encounter problems when importing bank transactions, like incomplete bank files or incompatible formats. In addition, changes from your bank can also create issues.

If I may ask, did you encounter some error message when you downloaded transactions from your bank? This is for me to check if there's an ongoing issue about this. In the meantime, I recommend following the troubleshooting steps below:

1. Create a backup of your company file.
2. Make sure you're using a supported version of QuickBooks Desktop.
3. If you use Advanced Mode in bank feeds, you may need to sign in to your Intuit Account or switch modes. Import of web connect files (.qbo) requires you to sign in to your Intuit Account within QuickBooks Desktop.

For more details about the process, you can check out this article: Fix Web Connect import errors.

For additional resources, this article provides information on how to review the log files and instructions to fix bank errors: Collect Bank Feeds log files.

Please let me know how things go on your end by adding a comment below. I'm more than happy to help. Keep safe!