I understand this isn't an easy process for you, @SusCSRA. I'm here to make sure that you can properly import bank transactions into QuickBooks for MAC.
The option to import both pdf and csv file is unavailable using Web Connect. However, if you're using Direct Connect, you no longer need to import bank transactions because QBDT will automatically download them from your bank account.
In addition, you can download transactions from sources other than QuickBooks. Open a browser and navigate to your bank's webpage. Each bank has a different set of instructions for downloading QuickBooks Web Connect files. If you need assistance downloading the .qbo file from their website, I suggest reaching out to your financial institution.
Note: Before going through the steps, I advise backing up your company file. This helps you restore data easily in case you run into problems. After that, you can use this list to isolate the issue:
- You must have an internet connection on your computer.
- Make sure to install the updated release version of QuickBooks for Mac.
- Ensure to successfully log in to your bank's website.
- Check to see whether a server outage was reported by your bank.
- Verify that QuickBooks' account information, including the account number and routing number, is accurate.
You can browse these modules to learn more about how to handle online banking transactions in QuickBooks:
It's our pleasure to be of help always. Feel free to hit the Reply button if you need extra help regarding banking or QuickBooks in particular. Don't overwork yourself and take care!
