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wisniewskia
Level 1

unable to select account when trying to import transaction data

Hi, When trying to import QB web connect file, there is no account to select only to add a new account.  Looking for recommendation how to proceed.  last year I had to delete and recreate my back feed for BOA. 

1 Comment 1
Nicole_N
QuickBooks Team

unable to select account when trying to import transaction data

Let me share some information and direct you to the right support so you'll be able to successfully import your transactions to QuickBooks Desktop (QBDT), @wisniewskia.

 

Currently, we have an ongoing investigation about the Bank of America account not showing in the file as an option to connect. Rest assured, our product engineering team is doing their best to find a permanent fix as soon as possible. For now, I recommend reaching out to our QuickBooks Phone Support team so you'll be added to the list of affected users. Once added, you'll be notified via email once there's an update about the resolution. 

 

They can be reached while using QuickBooks. Here's how:

 

  1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field.
  4. Hit Continue.
  5. Select We’ll contact you for a callback or Message Us to start an instant messaging session.
  6.  

Make sure to review their support hours so you'll know when agents are available.

 

Once everything's good, go ahead and categorize your downloaded bank transactions. This way, you can keep your financial data accurate and updated: Add and match Bank Feed transactions in QuickBooks Desktop.


After categorizing the records correctly, you can now start the reconciliation process. This article will guide you through the steps: Reconcile an account in QuickBooks Desktop.


I'm all ears if you have further questions about managing bank transactions in QBDT. Just leave a comment below and I'll get back to you. 

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