Question

upload transactions

Forum|Forum|2 years ago
August 3, 2023
2 replies
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I took over a bookkeeping position where the previous employee did not upload credit card transactions for almost 2 years. They are from Bank of America and BofA does not have Web Connect for Quickbooks (.qbo)...only Quicken (.qfx). Is there a way to convert the Web Connect for Quicken into Web Connect for Quickbooks?

QuickBooks Desktop

G

GebelAlainaM

That must be challenging for you to know that you'll need to upload all transactions for almost two years, @kmbarnes55. We're now. We can provide the information you need with your query so you can upload transactions successfully in QuickBooks Desktop (QBDT).

Yes, you can manually convert the Quicken file type to Web Connect. You can utilize converter tools that help you with the file type you need. Consider looking for a third-party app that integrates with QuickBooks at the QuickBooks App Store.

Once you successfully converted the file type and are ready to import the bank transactions in QBDT. You may refer to the steps below for guidance.

Log in to your bank and download the transaction.QBO file.
On your QBDT company. Go to the File menu and choose Utilities.
Select Import and then click Web Connect Files.
Locate the.QBO file, tap Open.
Choose your bank account, then Continue.
Click OK, once you've prompted that it's successfully read into QuickBooks.
Then, you can go to the Bank Feeds Center and review your transactions.

For more detailed steps, refer to this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

We've also added the following articles for future reference:

Please comment below if you've successfully transferred your bank transactions to your QBDT account or have other concerns. We'll be right here to assist you. Have a good one!