![]() Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks.When prompted to select your bank account:.Select the QBO file you saved, then select Open.From Banking, select Bank Feeds, then Import Web Connect Files. ![]() Then, you import the transactions so they become available in your Bank Feeds. The (.QBO) files download to your computer. Web connect (.QBO) files are online banking transactions from your bank's website. If your bank no longer supports IE 11 or older, you may be able to use Web Connect. The option to change this is currently unavailable. Here's what to do if you get a message that says your browser in QuickBooks is out of date or unsupported.Ĭurrently, QuickBooks Desktop works with Internet Explorer (IE) as its browser for Direct Connect in online banking. After you set up your account, you can download transactions from your bank. When you download transactions from your bank for the first time, QuickBooks automatically sets up the account for Bank Feeds. Select Finish after the connection finishes.Select the bank account you want to connect to your account in QuickBooks.Select Connect to connect your QuickBooks to your bank's server.Enter your Online Banking user ID and Password.Ask them whether you need special sign-in credentials. If your bank needs to approve your application, contact them. You may need to apply for Direct Connect. If you're enrolling for the first time, select the Enrollment Site link. In the Enter your Bank's name field, enter, and select your bank.Select Set up Bank Feeds for an account.After you set up the account, you can securely download electronic statements to your Bank Feeds.īefore you start, find out from your bank if there's a fee or if the service is free. This method requires the use of a bank-provided PIN or password. Download your transactions with Direct Connect The way you connect depends on what's available at your bank. There are two ways to set up an account: Direct Connect and Web Connect. Go to Banking, select Bank Feeds, and then enter the name of your financial institution. If you need more than that, separate the accounts you need to connect between two or more company files.įind out if your financial institution supports online services for QuickBooks.
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