Quickbooks desktop cant download qbo file

Hover over Bank Feeds and select Banking Center. Find your bank and select Download Transactions. This opens a browser window to your bank's website. Sign in to your bank's website to download the Web Connect file.

Sign in to your bank account using your normal process. Download your transactions as a QuickBooks Web Connect. If you're not sure how to do it, visit your bank's website and look for their steps.

If you can't find any, reach out to your bank for help. Was this helpful? Yes No. You must sign in to vote, reply, or post. Check any transactions, that it is obviously an expense transaction, check that it has a minus, that it is a negative amount. If it is negative, then the QBO file was created correctly. And deposits must be positive.

If you see it in the opposite way, even if that file was downloaded from your bank, then it means, that it was created incorrectly. Even for banks, like Checking Account or Credit Card, if it is an expense, it must be negative. Let's return to selecting a Bank Account. You can have any name here, even if you are importing, let's say, for Capital One. You could have here Wells Fargo.

It's fine because the Bank Label is no an important Label. The Account type is more important, you must match what you importing for. You are importing for Bank Account, then it has to be Checking or Savings. The Account number is important to check because if you are importing for this or that account, that you used incorrectly, you specified for the QBO file correctly.

You may never use the option 'Create a new Quickbooks account' because you can not move transactions from one account to another in Quickbooks, as in Quicken. Unless you really creating a new account, then you would use this option to create a new account and import transactions there. But mostly you created that account before when you set up Quickbooks.

And you will see here only accounts matching this Account Type. So if it is a Checking Bank account, then you would see only Checking accounts. In this example, we will use the 'Checking Wells Fargo Bank' account. Select the Bank Account and click the 'Continue' button. Now your Web Connect data has been successfully read into Quickbooks. Click the 'OK' button. So, the first part is done.

The account we import into got back yellow strike icon. Now look for the File upload button at the top right corner of the screen. Refer to below image. Step 3. Now click on Browse and select the QBO file and then click open and next.

Step 4. Ensure to review your QBO file by filename, account id and type, and date range, etc. Step 5. If everything seems fine, click on next to import your QBO file, and after that click on Next. Step 6. Herein you will have to categorize the transactions and match them to vendors.

The above process will help you out, in seamlessly completing the import of QBO file, but let us also look into some frequently asked questions to have a little bit more clarity on related issues and queries. Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors.

We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number or chat with experts. Now select the saved QBO file and click on Open. Now switch to single-user mode from the file option and click on export and export the data to excel and at last click on OK. Check there is no yellow icon after the change. After disconnecting the account from online services, you can import a QBO file.

And select an existing account to import transactions. Then click the 'Continue' button. Click on 'Transaction List' to review transactions. And the 'Payee' column is empty.