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L
LibertyMom
January 9, 2023
Question

Bank Institution doesn't support download to QB (QB Pro2020) Is there a work around?

  • January 9, 2023
  • 2 replies
  • 0 views

We recently changed to a very small town local bank.  We have since found out they do not support a down load to QB.  They do support a download to Quicken.  I also have Quicken for our personal use.  Can I download bank transactions to Quicken and then convert them to QB on an on-going basis?  Not a one time thing?  If so, can someone give me step by step instructions?

 

I have QB Pro 2020 and will be updating it soon. (the drop down won't let me choose Pro2020)

I have Quicken.

I have Excel.

I have lost my mind trying to figure out a work around on this.  LOL  Would appreciate any help.

2 replies

K
Kurt_M
January 9, 2023

I'm delighted to have you here in the Community today, @LibertyMom. I'll share some details about how you can get your bank transactions in QuickBooks Desktop (QBDT).

 

Since the option to download bank transactions directly to QBDT is not available on your bank. Know that you can have your transactions in Quicken, and once you've got them set, you can convert the Quicken Data to have them available in your QBDT company. Also, you can choose to go with this process one time only or if you've got bank transactions that you want to have in your company. I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Download the version of converter tool that matches the year version of your QuickBooks Desktop.
  2. Launch the downloaded Quicken Converter, then select Next.
  3. Select I accept the terms in the license agreement, then choose Next.
  4. To start the installation of the Quicken Converter, select Next, then Install.
  5. Select Launch Quicken Converter, then Finish.
  6. Choose I am transferring data from Quicken for Windows, then select Get Started.
  7. Select Open a data file located on this computer, then Select File.
  8. Browse to select your Quicken file (.QDF) file and select OK.
  9. Select Convert it!, then select OK.
  10. To save your new Quicken Data File (.QDF) file, select Save, then select Exit.

 

For further guidelines, please see this article: Convert Quicken data to QuickBooks Desktop.

 

In addition, here's an article to help you manage bank transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

 

You can also check this page to learn about how to reconcile an account: Reconcile an account in QuickBooks Desktop.

 

Don't hesitate to get back to me if you need further assistance getting your bank transactions into QuickBooks. I'll be here, ready to help you out again. Take care, and have a nice day!

L
LibertyMomAuthor
January 10, 2023

THANK you.  I will give this a try.  I attempted it and was not successful, but will keep trying.  It just seems like it shouldn't be this hard.

 

Fiat Lux - ASIA
Fiat Lux - ASIA
January 10, 2023

@LibertyMom 

What file formats does your bank provide? *.qbo, *.csv, *.pdf, *.qif?

L
LibertyMomAuthor
January 10, 2023

I believe they provide a .csv and one other that I think was a super old kind, maybe a .obf (that maybe isn't correct and I already deleted that file type).

 

The info will down load to Quicken, so whatever file type that is also.

 

THANKS!!!

Fiat Lux - ASIA
Fiat Lux - ASIA
January 11, 2023

@LibertyMom 

As I checked, the *.obf file format is not related to any financial files. Maybe you mean *.ofx

You can utilize the converter tool if required.

https://www.moneythumb.com/?ref=110

 

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