Is Intuit forcing businesses to use the Online version?
Is it true that QuickBooks is no longer allowing the import of bank information to the Desktop version?
Is it true that QuickBooks is no longer allowing the import of bank information to the Desktop version?
Hey there, @Lovelandcpa.
I'd be glad to share insights about the import functionality in QuickBooks Desktop.
Currently, this feature is still available in the program. May I know where did you get this info and the version you're currently using right now?
There are two ways to import transactions via Web Connect. Feel free to follow the steps below.
Within QuickBooks Desktop:
Outside of QuickBooks Desktop:
After you get the file, follow the steps from this article to download your data: How to import bank transactions into QuickBooks Desktop.
Please know that QuickBooks requires you to sign in to your Intuit Account once you import web connect files (.qbo). Once your transactions are downloaded, you need to match or add any new ones. That way, you can tell what transactions your financial institution has processed and which ones haven’t cleared the bank yet.
If you have any other concerns, please let me know. I'd be glad to help you further. Have a good one.
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