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Import a web connect file into QuickBooks Desktop

This article describes how to import online transactions using web connect files.

Detailed instructions
  1. Download the Web Connect file from the financial institution. This file will have a QBO extension.
  2. In QuickBooks, go to the File menu then click  Utilities > Import > Web Connect Files...
  3. Select the QBO file you saved in Step 1 and then click Open.
  4. When prompted to Select Bank Account:
    • If the account is already setup, click the Use an existing QuickBooks account radio button then from the drop-down, select the appropriate bank account.
    • If it is not, click the Create a new QuickBooks account radio and enter the bank account name.
  6. Click Continue.
  7. When the import is complete, go to the Bank Feeds Center to review your transactions.

Note: If your QBO file fails to import it may be formatted incorrectly, see "Other Articles to Try" section and contact your Financial Institution to report the issue.

KB ID# HOW13366
4/28/2017 8:35:50 PM
QYPPRDQBKSWS07 9138 Pro 2017 50727e