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  1. #1
    Join Date
    Apr 2020
    Location
    Portland
    Posts
    190

    Default How to Downloading bank transactions in QuickBooks Desktop?

    QuickBooks is one of the most common financial software used by accounting professionals. If in case, you also make use of QuickBooks for managing your business-related financial transactions, you can use a great feature offered by QuickBooks that allows you to download bank transactions into QuickBooks.
    Your QuickBooks accounting software has the functionality to connect to your financial institution or bank account through WebConnect or through DirectConnect. If you want to use WebConnect to connect with your financial institution or bank, you will need a web browser such as Internet Explorer or Google Chrome.
    If you want to use DirectConnect to connect with your financial institution or bank, you do not need a browser. DirectConnect can download the required data without requiring a web browser. If in case you want to use DirectConnect, you should get in touch with your financial institution or bank as some of them charge a fee for allowing you to download bank transactions into QuickBooks.

  2. #2
    Join Date
    Aug 2021
    Posts
    15

    Default

    Download transactions with Web Connect
    When you download transactions through Web Connect, QuickBooks opens them from a .qbo file. Here’s how to download and import this file into QuickBooks.

    Go to Banking
    Select Website. This opens a browser window to your bank’s website.
    Note: You can also download transactions outside QuickBooks. Just open a browser and go to your bank’s website.
    Sign in to your online banking account.
    Go to your transactions, then enter the time you wish to display. If you’re not asked for a date range, you’ll see the maximum number of transactions your bank allows.
    Note: Steps on how to download QuickBooks Web Connect files vary per bank. If you’re not sure how to download the .qbo file from their website, contact your bank for help.
    In QuickBooks, go to Banking, then Downloaded Transactions.
    Select Import File, then look for the .qbo file you downloaded.
    Download transactions with Direct Connect
    Direct Connect downloads transactions directly from your bank to QuickBooks. You don’t need to import your transactions as they’re made available in your register when you download.

    Go to Banking, then Downloaded Transactions.
    From the QuickBooks Account ▼ dropdown menu, select the account you wish to connect.
    Select Download.

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