When you choose a Vendor Record, for the Payee from the QBO file, QuickBooks will remember your choice for the next QBO import.Ĭlick 'Show Bank Memo' to see the description to the 'Bank Memo' column. 'Downloaded as' column shows Payee names from the QBO file. Assign Vendor Records and expense/income accounts before adding transactions to the register. Then click the 'Continue' button.Ĭlick on 'Transaction List' to review transactions. Check bank label, Account Type, Account number to select the correct Account in Quickbooks. To import a QBO file, select 'File' - 'Utilities' - 'Import' - 'Web Connect Files', select created QBO file.Īnd select an existing account to import transactions. After disconnecting the account from online services, you can import a QBO file. Check there is no yellow icon after the change. Then click on 'Bank Feed Settings' and 'Deactivate All Online Services' first if needed.
To disconnect, right-click - 'Edit Account'. You need to disconnect first to import a QBO file. If you have the icon, it means the account is online linked to direct download. Once you have the QBO file follow these steps to import the transactions into QuickBooks Desktop.īefore importing, make sure that the account you need to import into doesnât have the yellow strike icon.
Importing the QBO file into QuickBooks Desktop
#Import data into quickbooks desktop download#
Download the transactions as a QBO Web Connect File
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