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February 16, 2021
Question

Trying to download a QBO file but in the drop down to where to download, it doesn't have my checkbook. Why? Or How do I find?

  • February 16, 2021
  • 1 reply
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How do I download a QBO to checking when in the drop down it doesn't show my checking? It only shows new..

1 reply

February 16, 2021

Hi @tag construction,

 

I'll walk you through the steps on how you can set up Web Connect with your QuickBooks Desktop (QBDT) for Mac company.

 

Here's how:

 

  1. Go to the Banking menu.
  2. Select Online Banking Setup.
  3. Enter your bank's name, then hit Next.
  4. Pick Web Connect.
  5. Choose which bank accounts you wish to add to QuickBooks.
  6. Select Website.
  7. Download and save the bank transactions to your computer. 
  8. Move to Downloaded transactions, then tap Import File.
  9. After the import process, press OK.

In case you want to set up Direct Connect instead, see this article: Set up online banking for QuickBooks Desktop for Mac. Scroll down and look for the Set up Direct Connect section.

 

Don't hesitate to post a reply if you have other questions about the import process of bank transactions in QBDT for Mac. I'll be more than happy to help you out.