Moderator

Banking

Hi there, shelleyv5.

 

Allow me to step in and provide help with reviewing the web connect (.qbo) file from your bank.

 

If TextEdit is not an option, you can use Notepad (or Excel) to review and make a correction on the data.

 

Here's how:

 

  1. Right-click the file.
  2. Select Open with.
  3. Select Notepad or Excel.
  4. Add or Edit missing data.
  5. Save the file (.QBO).
  6. Create a backup of your data before importing to QuickBooks.

In case you want to know more about how you can create backup, you can follow the detailed steps in this article:

 

Create backup of the QuickBooks Desktop company file.

 

Please let me know if there's anything else I can do for you regarding the Webconnect file. I'll be on a lookout for your response.