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. It happens when you import a QBO file. BID value. BID value, same Account Type, Quickbooks will not ask you to select an account and will import directly into this account. If you need to import the QBO file with another Account ID, but into that account for whatever reason, you have to disconnect it first.
And then continue with that QBO file. In the second part, you have to review transactions. Pay attention to the Account ID. You have to match each transaction to Vendor Record.
For example, figure out 'No payee' what it is? 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. Select OK. Download using Web Connect Some banks let you set a date range for downloads. 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 have a. If you still see an error, move onto Step 3. Step 3: Review notifications from your bank Check your bank's website If your bank changes how they support QuickBooks Desktop, they'll notify you. Check your bank's website for verification requests Some banks ask you to confirm your identity before they can access your QuickBooks data.
If you don't see a message, move on to Step 4. In the Bank Feeds section, select Classic mode Register mode. If you still see an error, move on to Step 5. Step 5: Create a test file Let's check to see if the issue is with your company file or the. From the File menu, select New Company. Select Express Start or Start Setup and fill out the required fields. Select Start Working. In the test company, follow the steps to import the.
Import the transactions into the same bank account you're having issues with in your main company file. Follow the next steps based on whether you could import the. If you could import the file If you see your transactions in the test file, there may be a settings issue.
Open your original company file. Follow the steps to disconnect the account you're having problems with. Then reconnect the account. Once you reconnect, import the. If you can import your transactions in your original company file, everything is fixed. If you couldn't import the file If you don't see transactions in the test company file, the issue is likely with the. Since they are providing the.
You may also check this related article for more details: Error: OL after downloading a Web Connect file from an approved bank. Also, for additional assistance, it'd be best to reach out to our Desktop Support as suggested by my colleague.
Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Can't Import my banks. Please contact your finanical institution. I don't know what to do.
Any help? Labels: QuickBooks Desktop for Mac. Reply Join the conversation. Level 9. For the detailed steps, I'm adding the article I recommend on this scroll down to Solution 1 : Error: OL after downloading a Web Connect file from an approved bank.
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