Online banking and importing from new digital bank account

Which QB Desktop year version do you have?

2022.  I used to be able to download qbo statements from the specific account quickly and easily. This is the first time since the switch.

You can use the trial version of pdf2qbo and csv2qbo converter tool.

https://www.moneythumb.com/?ref=110

Welcome, and thank you for reaching out to us here on the Community page, jgirard67. I understand the importance of importing your bank transactions, especially in keeping your books accurate.

At this time, uploading your bank statements in PDF or CSV format is currently unavailable in QuickBooks Desktop for Mac. I recommend reaching out to your bank to verify if they offer a .qbo file type. It is the only acceptable format when uploading data to QuickBooks.

Alternatively, you can either manually add the transactions in the program or look for a third-party application to convert your file so you can import it into your QuickBooks Desktop (QBDT) for Mac account. QuickBooks integrates with hundreds of third-party software developers. You can visit our QuickBooks Desktop Marketplace to view a wide range of options.

Let me know if you have any other questions. I'm always here to help. Have a good day!

This is only a somewhat helpful reply.  I have been using Quickbooks for Mac Desktop for about 8 years, so importing a qbo file is familiar.  What isn't familiar is the updated version suddenly telling me that if I wish to download my bank transactions I need to import a statement from the bank first.  No format for said statement is given in the instructions. No explanation is given for why I suddenly have to go through this additional hoop to be able to download my transactions (something I'm trying to do in a timely manner to get ahead of the tax curve and this step is poorly explained and stalling all progress).

We appreciate you for coming back.

When it comes to importing your bank statements with the correct format, we recommend reaching out to your financial institution. They have their setup process to import the bank entries to QuickBooks Desktop for Mac. Please contact your bank for them to provide you with detailed information about the changes in the import process. 

Also, QuickBooks doesn't control which transactions are downloaded from your bank and it only displays the info received from your bank. Once the setup process is finished, we can start downloading and importing your bank transactions in QuickBooks Desktop for Mac. 

When you download transactions through Web Connect, QuickBooks opens them from a .qbo file. Here’s how to download and import this file into QuickBooks.

1. Go to Banking
2. Select Website. This opens a browser window to your bank’s website. You can also download transactions outside QuickBooks. Just open a browser and go to your bank’s website.
3. Sign in to your online banking account.
4. Go to your transactions, then enter the time you wish to display. If you’re not asked for a date range, you’ll see the maximum number of transactions your bank allows. Steps on how to download QuickBooks Web Connect files vary per bank. If you’re not sure how to download the .qbo file from their website, contact your bank for help.
5. In QuickBooks, go to Banking, then Downloaded Transactions.
6. Select Import File, then look for the .qbo file you downloaded.

To learn more about this one, check out this article: Download bank transactions in QuickBooks Desktop for Mac. If you encounter an error message after downloading transactions using Web Connect, you can refer to this article: Fix error OL-222 in QuickBooks for Mac.

Lastly, refer to this article if you need steps on how you can review your bank transactions to avoid double entries: Add and match transactions in QuickBooks Desktop for Mac.

Stay in touch with me if you have additional questions about connecting bank in QBDT for Mac. I'm here to answer them for you.