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December 18, 2019
Question

What to do when the bank update will not update?

  • December 18, 2019
  • 1 reply
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1 reply

MarsStephanieL
December 18, 2019

I can definitely assist you on how to manually import your bank transactions, @jtrout7.

 

In the meantime, you can import the transactions through WebConnect, so you can continue reconciling the bank. Before downloading them, you can check this list to know the file types you can use to import: 

 

  • Quicken (QFX)
  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)

 

If you can, go for the QBO format. QBO files from banks should already be formatted for QuickBooks. If your file isn’t formatted, you can reformat and then upload it. The maximum file size is 350 KB. If your file is too big, shorten the date range and download your transactions in smaller batches.

 

After downloading the transactions from your bank. Here’s how to start your upload to QBO:

 

  1. Choose Banking.
  2. Select Downloaded Transactions.
  3. Choose an account from the pop-up menu.
  4. Click Download to log in to your financial institution’s website and download a WebConnect file.
  5. Click Import File to import the WebConnect file into QuickBooks.

 

Also, you can check on these articles for further information about WebConnect:

 

How to upload more than 90 days of bank transactions.

How to import bank transactions using Excel CSV files.

 

For future reference, this article will help you to manually update your bank accounts.

 

Count me in if you have further concerns about importing your bank transactions in QBO. I’m here to help you out. Have a wonderful day!