Now your data is imported. The rename rule creation dialog will show up after to using it the next time. All rights reserved. Privacy Policy. On the other hand, you can follow the steps outlined in these articles for your reference in setting up an Intuit Developer account successfully: Create an Intuit developer account Set up your environment to make your first API call Keep in touch with me if you still need more help with this.
Level Sign in for the best experience. Export customer payments to IIF file. Export QBO for accountant. How do I export the full register? My exported fil Exporting to Excell closing excel application. Read more. Hello Community! This is your go-to guide on features in QuickBooks Online and what they do Need to get in touch? Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Click 'OK'. Now we can import a QBO file. Or you could create that file with a utility like a ProperSoft converter.
Or with the Transactions app, which converts from more formats and converts to more formats. Before importing, make sure that the Bank or Credit Card account is disconnected from Online Services. Click 'Lists' - 'Charts of Accounts' for the account you want to import into. If you have the icon, it means that the account is connected to Online Services. You need to disconnect first to import a QBO file.
Check there is no yellow icon after the change. You do not have to disconnect all accounts from Online Services, just the account you need to import your data into.
Let's import a QBO file. In this example, we have already a QBO file at the beginning of this tutorial. Then you select your QBO file. It shows only QBO files, listed here. There are no other files in the Downloads Folder.
Click the 'Open' button. Let's take a look at the INTU. BID in the text editor Notepad. I have searched everywhere for an answer, tired everything in troubleshooting, but still not able to import a qbo file I download from my credit card company into QB desktop windows I have an account on QB online and can import to that company file with a downloaded qbo file from the same bank, so I know it is not the file from the bank, it only does work in my windows desktop version of QB.
In QB desktop I have verified the credit card account is not active for auto download. It only tries to go online to connect and gives me the Error popup that reads "Quickbooks is unable to verify the financial institution information for this download. Click here to view common fixes for this issue. How to I get it to stop trying to go online to download and ask which account to import into?
And again, NO, the little lightening bolt is not. Before we start fixing your Web Connect error, you'll first have to create a backup of your company file. Then, make sure you've kept your software updated so you always have the latest features and fixes.
You'll first have to download your Web Connect file directly from your bank, not from inside QuickBooks. This is to ensure you'll download the appropriate file. Her's how:. When you still encounter the error message, you can go back to the bank's website and review notifications. Follow the instructions to complete all the necessary updates. In case the error continues, I'd recommend performing the suggested fixes in this article starting Step 4 : Fix Web Connect import errors. It also includes Advanced troubleshooting steps to further isolate the issue.
Additionally, I'd recommend reconciling your accounts every month. This is to effectively monitor your income, expenses, and the growth of your business. For the step-by-step guide, you can refer to this article: Reconcile an account in QuickBooks Desktop. Let me know how it goes in the comments below.
If you have other importing concerns or follow-up inquiries about managing transactions in QuickBooks, I'm just around to help. Take care always. Thanks for responding. Maybe I was not clear in my initial cry for help, so let me try again. It is a Harley Davidson Visa, actually I have 3 of the same cards different accounts of course, one for each company and one for personal.
The H-D Visa card is through US Bank and they used to offer the ability to download directly as my cards and accounts with other institutions. This past year they stopped and now only offer downloading a qbo file to the desktop for importing into QB or QBO. So in QBO I can import the downloaded file and it asks me what account to import into with no problems. From the Bank Accounts list, choose the account you want to connect.
Optional In the Send items to your bank section, you can edit or delete items by clicking the drop-down. When you're ready to get your transactions, select Download Transactions. Note: If you already downloaded the transactions but haven't reviewed them yet, select Transaction List. Here's how to review them. Select Synchronize.
If you only want to download transactions for a specific account, select Sync this account. Or if you want to download transactions for all your accounts at the same bank, select Sync all for this Bank.
In the Access to window, enter your PIN or password to connect to your bank.
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