Skip to main content
S
syschroeder
February 25, 2020
Question

Can't download Bank of America credit card transactions into Quickbooks.

  • February 25, 2020
  • 3 replies
  • 0 views

The only options that come up are for Quicken and Excel. Bank of America Help says just to click on the web connect for Quickbooks but it does NOT appear in the list! Help...all I want to do is download the transactions for each credit card into my Quickbooks account. When I call Bank of America, they refer me to Quickbooks. When I call Quickbooks, they say it's a bank problem. Sooooo frustrating to pay soooo much for Quickbooks software and not be able to download transactions.

    3 replies

    KlentB
    KlentB
    February 25, 2020

    I've thoroughly checked our records here but I can't find any related reports, syschroeder.

     

    I'll make sure that you can import your bank transactions to QuickBooks Desktop. Before we start, we'll have to consider that we can't import QFX or QIF Quicken files into QuickBooks Desktop. We can only import Web Connect files into QuickBooks Desktop. These files have a .qbo extension at the end of the file name.

     

    I recommend visiting the Intuit Marketplace to a find third-party applications that can handle QIF Quicken file conversion.

     

    After converting it, you can follow the steps below in uploading the file to QBDT:

    1. Open QuickBooks.
    2. Select File from the top bar menu.
    3. Choose Utilities then Import.
    4. Select Web Connect Files.
    5. Locate the QBO file you saved, then click Open.
    6. When prompted to select a bank account, select Use an existing QuickBooks account.
    7. Click Continue, then hit OK.
    8. You can go to the Bank Feeds Center to review your transactions.

    Once done, you can now categorize your bank transactions.

     

    If you're about to reconcile your account, please check out this article that will guide you in doing it: Learn the reconcile workflow in QuickBooks.

     

    I'm always here and ready to help you need additional assistance in managing your bank transactions. Don't hesitate to tag me below.

    S
    syschroederAuthor
    February 25, 2020

    Thanks for your reply. I'm just so frustrated about paying the $ for what I thought was a higher-end program and then not being able to use it without purchasing even more stuff to try and patch the process. Quicken does this effortlessly! And all my other bank and credit cards work just fine using Quickbooks, but not Bank of America. Which leads me to believe that it is the bank, not Quickbooks. Just sad that one of the main banks/credit card companies is not compatible with one of the main accounting programs. Doesn't make sense to me. If no one else has had issues with downloading BOA credit card transactions into Quickboks, it must just be me. :(

      S
      skyking1066
      March 14, 2021

      I fully agree. BOA until now has had the option to download QBO. Now they have eliminated it. QuickBooks needs to allow download of QFX or include an automatic, behind the scenes, conversion program to allow BOA imports. As it stands now BOA is useless to a QB owner. Heading to Chase!

       
       
       
        C
        CKH3
        March 16, 2022

        Same for me!!!   And QB team was no help!! They don't get it!  I have 5 cards on with the same bank that I need to sync.. It WAS synced... Then QB had an issue and it stopped.  I tried to set it up again but it will only bring in one card! Soooo frustrated with QB.

        C
        Charies_M
        March 16, 2022

        Hello there, CKH3.

         

        I appreciate you for letting us know about your experience with the support. This is something Intuit doesn't want you to come across in your future interactions.

         

        I understand that you've already reached our QuickBooks Support for the same reason. However, this issue now requires an in-depth investigation from our phone support since you're still having trouble achieving this goal. I suggest contacting our QuickBooks Care Team again. This should be handled in a secure environment so our technical support can further investigate this behavior.

         

        Please take note that our support hours for QuickBooks Desktop Pro, Premier, and Plus start from M-F 6 AM to 6 PM. For QuickBooks Desktop Enterprise, we're available any time, any day.

        1. In your QuickBooks Desktop program, go to Help > QuickBooks Desktop Help.
        2. In the Have a Question window, click the Contact Us link at the bottom.
        3. From the Contact Us page, select any topics.
        4. Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

        Here's our direct phone number on this link: Contact QuickBooks Desktop support.

         

        You might find the following articles helpful to learn more about how Bank Feeds work in QuickBooks Desktop: 

        Anything else you need help with can be answered in the Community. Feel free to visit us again for more questions. Stay safe and have a good one

        S
        skogensover
        November 7, 2022

        Bank of America is horrible and practically makes bookkeeper view access impossible.  I also couldn't get QBO files for the credit card. So you have to export to excel and call Intuit and Intuit can tell you how to format the Excel sheet so you can upload it into QuickBooks Online Edition bank feeds area.

        Terms & ConditionsAccessibility statement