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July 1, 2021
Question

Bank feeds able to use Yodlee instead of direct connect in desktop?

  • July 1, 2021
  • 1 reply
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Bank feeds seemed to be crippled in QB desktop and must use direct connect or manual download.  QB online seems to use Yodlee to download transactions.  Is there a way to get transactions without direct connect in desktop?

1 reply

July 1, 2021

Hi there, kapeli80.

 

Thank you for visiting the QuickBooks Community. I'll provide information on how connecting your bank transactions works in QuickBooks Desktop. Then, an alternative way to download them in the system.

 

When setting up a bank account in QBDT, you can only use direct or web connect to correlate your bank and credit card accounts to QBDT. This lets you download/import bank transactions so you don't have to record them manually in the system.

 

However, there are some applications you can integrate with QuickBooks Desktop to get transactions without using direct/web connect. You can visit our MarketPlace website. You can scan through the site to get a better comparison of the available apps and see if one meets your needs in download transactions.

 

Please refer to this article to view detailed steps on how you can categorize your entries by adding and matching them in QuickBooks Desktop to avoid duplicate transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Keep me posted if there's anything else I can do for you. Just add a comment below or mention my name. Wishing you all the best!