Question

Discover no longer allowing .QBO Web Connect file downloads

Forum|Forum|3 years ago
October 18, 2022
7 replies
0 views

QUICKBOOKS ACCOUNTANT'S DESKTOP

Discover just recently stopped letting you export transactions as .QBO web connect file - as well as live feeds.

QBooks desktop won't accept .csv imports.

How do we get Discover card transactions into QBooks Accountant's Desktop?

Thanks!

QuickBooks Accountant Desktop

T

TirzahC

I'd be delighted to help you import transactions, TinaMMarino.

Before we start, we'll have to convert the file downloaded from Discover to a .QBO file to successfully import to QuickBooks.

Also, there are some possible reasons we're having trouble in importing a downloaded qbo file (Web Connect) in QuickBooks Desktop (QBDT):

The files from the bank are incomplete or in the wrong format.
There are changes on your bank's end.

Before we start fixing our Web Connect error, we'll have to create a backup of your company file. Then, make sure we've kept our software updated so we always have the latest features and fixes.

Next, we'll have to download the Web Connect file from your bank to ensure it's the correct file. Here's how:

Sign into your bank's website.
Find and download the Web Connect file (.qbo file).
Open QuickBooks and your company file. Then, start importing your qbo file.

When you still encounter the error message, we can go back to the bank's website and review notifications. Follow the instructions to complete all the necessary updates.

In case the error continues, we can check this article to help you fix errors when using the web connect: Fix common Web Connector errors in QuickBooks Desktop.

I've also added this article for your future reference: Import and export data in QuickBooks Desktop.

Let me know how it goes in the comments below. If you have other importing concerns or managing transactions in QuickBooks, I'm just around to help.

T

TinaMMarinoAuthor

No, that won't work.

It is not possible to sign into the bank and download the QBO file, as you state.

Discover has discontinued the ability to download to Intuit products.

Adrian_A

I appreciate you for getting back to us, TinaMMarino.

You can use Bank Feeds to get transactions from your bank and import them to QuickBooks. However, this is only possible when:

You don't need to download transactions.
You cancel your accounts with your financial institution.
Your bank stops supporting Bank Feeds.

You can check this reference for the detailed information about this process: Disconnect Bank Feeds.

You can always post n the forum whenever you have concerns about banking.

Fiat Lux - ASIA

@TinaMMarino wrote:
Discover just recently stopped letting you export transactions as .QBO web connect file - as well as live feeds.
QBooks desktop won't accept .csv imports.
How do we get Discover card transactions into QBooks Accountant's Desktop?

@TinaMMarino

Use csv2qbo converter tool as a workaround.

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

D

DianaM1

Discover places the blame for this squarely on Quickbooks and no longer provides a .QBO format to download. So, does Quickbooks expect their users to pay $25/mo to another vendor to download their financial information into a program they have purchased? That really isn't acceptable. In fact, it is just bad business. It seems it is problematic for many users. Why can't you, Quickbooks, fix this? For twenty years you have inconvenienced me with haphazard, willy-nilly programming decisions. I am truly glad this will be the last year I ever have to use this product. Paper and ledgers were honestly more cooperative.

Fiat Lux - ASIA

@DianaM1 wrote:
So, does Quickbooks expect their users to pay $25/mo to another vendor to download their financial information into a program they have purchased?

Last resort, don't purchase the subscription license to convert your bank statements. Afaik, you can purchase the one time license of csv2qbo converter for $60

L

lizzc

Called Discover technical support and they say it is changes made by Intuit that won't allow them to offer QBO downloads for desktop.

Intuit please fix this - we want to use desktop!

Consistent working speedy internet is a problem in many areas still - we want to be able to access our bookkeeping software even if our internet is having problems.

N

Nofarm

I have been looking for a reason to leave Quick Books and this may be the reason. I have been a user since 2000 and it get more $$$$$ every year.

I have several Discover Card Accounts and the thought of leaving them and their excellent customer/security service is heart breaking. Discover says it is Intuit that will not play nice.

I want to stay on Desktop for the same reason as lizzc, not everyone has great broadband service and I want my books "in house" when I want to work on them, rain or shine. My choice of internet connect is DSL or Starlink and although we did move to Starlink, I have not been on it long enough to know how reliable it will be in bad weather.

I am unhappy also that we can no longer purchase Desktop at stores such as Sams so we don't have to update EVERY year. My understanding is that there is a mandatory annual renewal of $500/year...maybe $450, and if you use QB Payroll, it is another $500. I only have TWO employees and will pay an additional $5/month/employee in addition to the annual subsctiption. Using Quick Book checks is another expense but I admit they are quality checks.

Leaving Quick Books may also cause me to have to change Accountants, depending on my selection as I understand many Farm Accounting Programs require their in house Accountants and are super complicated.

Do I sound up set? Up set doesn't even touch how I feel tonight.

Fiat Lux - ASIA

@Nofarm wrote:
I am unhappy also that we can no longer purchase Desktop at stores such as Sams so we don't have to update EVERY year. My understanding is that there is a mandatory annual renewal of $500/year...maybe $450, and if you use QB Payroll, it is another $500. I only have TWO employees and will pay an additional $5/month/employee in addition to the annual subsctiption.

@Nofarm

If you are running a business with revenue <50K USD per annum, consider switching to another accounting app with a free plan. You can only pay for payroll as add-on (i.e $19/month + $3/month/employee).

L

laurel10

Wondering if anyone's been able to fix this issue. Looks like Discover still doesn't have the .qbo file any longer and the only option is a file converter you'd have to pay to use. If other banks still support the .qbo file, is the issue really with QB or with Discover? Thanks to anyone who can help.

JessT

Thank you for joining in this conversation, laurel10.

Having a downloadable Web connect file in a QBO format is a financial institution's decision. I feel sad for our clients with Discover accounts that you don't have that option anymore. I recommend sending a request through their website to have it restored if possible. In this way, too, they'll know that they have many clients who need it.

On the other hand, if you need references for QBDT, just visit the main support page, scroll down a bit, and click More topics.

Let me know if you have any other concerns about online banking. Enjoy the rest of the day!

L

laurel10

So, I talked to an agent at Discover about this and they were about as helpful as QB - not at all. Are we ever going to get a solution here??

N

NorthBook

I used Batch Enter Transactions in the accountant version. It took me at least twice as long because there are no rules to help. I had more than 70 transactions. I had to make sure the Vendor names matched what was in QBD. I will probably do this weekly now to make it more manageable. It would be amazing if Intuit would find a way to let us create .qbo files without having to use a third party.

B

BHMLLC

I have been dealing with this as well, thinking it was something on Discovers end as Intuit would lead you to believe. Thanks for posting this! I don't think that I will be using intuit much longer, as most of their products have gone downhill. I would rather spend my time focusing on my business rather than chasing down their problems that they don't seem to want to address.

M

MalibuSky

I just spent 1 1/2 hours on the phone with support trying to get my Discover web connect to work. It always worked before..why wouldn’t it work now?
I did see this info on-line but how could Quickbooks let this relationship with Discover go kaput? This is so frustrating I can’t even tell you.
Oh, did I mention that the support agent had no idea that the Discover web connect had been disconnected? We’ll of course not!!

I just wasted and hour and 1/2 of my time and the agent’s time.
Hey Quickbooks, maybe you should tell your customer support staff that you “CANNOT” integrate Discover Card transactions into Quickbooks anymore unless you do it manually.
Or maybe Quickbooks and Discover can somehow how work on this issue together to get it fixed for all of your frustrated customers trying to work on year end accounting.

Thanks for letting me vent ;(