QuickBooks Team

Banking

Hi B Cald Well,

 

In QuickBooks, you'll only have to choose one connection. Since your bank account is set up through direct connect, selecting a bank account from the drop-down list is unavailable.

 

You'll have to add the transactions from your direct connect feed, then disconnect it. Once done, you can import your transactions though WebConnect and repeat the process of adding the transaction in QuickBooks.

 

Finally, re-connect your bank account through direct connect. 

 

You may find this article handy: Get started with Bank Feeds for QuickBooks Desktop.

 

If you have other questions or concerns about Bank Feeds in QuickBooks, please reach out to us. Thanks.