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Mpastaman
Active Member

Import bank transactions from Excel to QuickBooks

I am getting an error in retail 24.0

”you are trying to upload the web connect file with an account type that Qb does not support, contact your financial institution “

 

they say it’s a Qb problem, Qb says it’s a bank problem, the entire thing is my problem, 

any help with this ? 

Deity Alpha
Level 1

Import bank transactions from Excel to QuickBooks

@Mpastaman 

You were trying to import *.qbo files from your bank, correct? Can you download *.csv files from your bank?

SheandL
QuickBooks Team

Import bank transactions from Excel to QuickBooks

This is not the experience we want you to have, @Mpastaman. I see the importance and urgency of resolving this issue so you can successfully upload your Web Connect file. Let me offer some help on how to fix this.

 

Since you've received a specific error message that states QuickBooks Desktop (QBDT) doesn't support this account type, I encourage you to contact your bank's customer care team. At the same time, get your bank feed logs since this can help identify the cause of the error message you received.

 

Afterward, contact your bank and ask to speak to someone knowledgeable about QuickBooks bank feeds. This way, they can help you set up and correct the account types from your file. You can also request them to file a case using Open Financial Exchange for a more thorough investigation, and please keep the case number handy.

 

For reference and additional information, please refer to this article: Fix Web Connect import errors.

 

If your bank provides a CSV file, you can use it as an alternative to the Web Connect file you're uploading.

 

Once you've uploaded your bank transaction to QBDT, you need to match these entries to the details from your company file. You can check this article: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Feel free to reply to this post if you have other questions about uploading web connect files in QBDT. I'll make sure to assist you anytime.

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