Bank Feeds Web Connect Import Issues and Errors

Bank Feeds Web Connect

Web connect files are known as .QBO files. These are online banking transactions that can be downloaded and easily saved on the system. After this, you can import those transactions which are visible in Bank feeds list. This article will cover the downloading steps of web-connect files and fix the “bank feeds Web Connect Import errors“.

Web connect errors take place for many reasons. The main causes include incomplete or wrong file formatting.

Indication of Web Connect Import errors:

  • Unable to import data into QuickBooks
  • Issues take place while processing banking data 
  • Unable to verify the downloaded financial information

The Basic Requirement to import transactions:

  • Create a company file back up
  • Compatible QuickBooks Desktop version
  • The updated version of Browser

How to Resolve Web Connect Import Issue

You can download Web connect file directly from a bank

Total Time: 25 minutes

Step 1: Import .QBO Files

🔹 Browse bank website
🔹 Sign in  and Search out preferred Web Connect File(.qbo file)
🔹 Locate company file on QuickBooks and import .qbo files 

Step 2: Downloading Steps of Web Connect Files

🔹 Locate QuickBooks File menu and then click on Utilities 
🔹 Select Import and then hit on Web Connect Files
🔹 Choose the saved QBO file and then click on Open
🔹 Hit on bank account on the prompt window and then choose a preferred account
🔹 Proceed with continue button to view a dialogue box notifying the data has been   successfully reviewed into QuickBooks
🔹 Hit on Ok
🔹 Locate Bank Feeds center to read the transactions.

Step 3: Verify the file from the bank:

🔹 Ensure you have downloaded .qbo file
🔹 In case you have a different file or need to discover .qbo files connect the bank

Step 4: Monitor Bank notifications:

🔹 Check your bank notification requests and confirm identity before QuickBooks data access.
🔹 The need for such confirmation occurs when you are updating and reinstalling QuickBooks
🔹 Login into Bank website and monitor messages
🔹 View all request for access and follow on-screen instructions
🔹 Change banking modes:
🔹 Locate QuickBooks, choose Banking menu
🔹 Navigate Bank Feeds and then hit on Change Bank Feeds Mode
🔹 Search Bank Feeds option and then click on Classic mode

Step 5: Make a test file:

🔹 Check the error might arise in Company file
🔹 Check if you can import specific transaction into a new company file
Follow the steps:
🔹Locate the file menu and then click on New Company
🔹 Select Express Start and enter the preferred fields
🔹 Embed the word Test to the company name so that it is simple to recognize
🔹 Check the company files by importing .QBO files. 
🔹 Import entire transactions into the bank account to check issues with company file
🔹 If you unable to import files
🔹 Monitor settings sometime there might be an issue on settings

Step 6: Locate Company and reset it:

To perform this follows the steps:

🔹 Navigate Company file
🔹 Disconnect the account having issues
🔹 Now reconnect the amount
🔹 Once you are complete reconnection, reimport .qbo file
🔹 If you able to import the required transactions then its means you have fixed the error

Step 7: Bank log files:

🔹 Monitor bank log files before connecting the bank. This will help them to monitor the issue.
🔹 Call bank representative and ask him to check your account and web connect setup

Every transaction & account of a web connect file contains a unique identifier. QuickBooks will store the transaction ID numbers when transactions are embedded or matched. It will not permit you to import transactions with a single ID so that you can prevent replicate entries.

The following error displays when duplicate ID transactions are ignored.

Nothing imported. Account up to date:

How to Resolve the above-given error?

Following are the three highly recommended solutions to solve this error:

  • Restore a backup
  • Enter the transactions manually
  • Edit .qbo files

Edit .Edo file:

Use the account ID is to verify the duplicate entries. To avoid these duplicate transactions, follow the below-given steps carefully:

  • Locate Company menu and then choose Chart of Accounts
  • Choose the bank or credit card account that you need to import .qbo files while holding the control button
  • Select Edit Account and then click on Online Settings Option
  • Choose drop-down named download transactions and select Not enabled
  • Now download a new QuickBooks web connect file through the needed dates
  • Locate text editor and then select QBO file such as Text Edit
  • Scroll down the file to search ACCTID and discover the account along with credit card number
  • Now you have to delete the last digit of the account number, apply changes and then close the text editor
  • Import .QBO files and then picks an accurate account.

Need any Advice?

After knowing all troubleshooting steps to fix Bank feeds Web Connect Import Issues and Errors, if you still have to ask any question or want to take any suggestion, dial QuickBooks error support number. To get connected with QuickBooks professionals, you can chat with them via LIVE CHAT link or send your all queries at this email address The expert team carrying years of experience in the same domain and will fix all your issues within a while.