Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution's website. Then you import that file into QuickBooks. To use Web Connect, you must have the customer ID and password you use to sign in to your online account at your financial institution's website.
The first time you use Web Connect, you must go through a setup process, but after the first time, you can skip the setup process.
Your financial institution may call the option "Download account activity," "Download account history," or something similar. Follow the onscreen instructions to download the file, which will have a .qbo file extension. Contact your financial institution for more information.
The account pop-up menu shows available QuickBooks banking accounts if the account you are importing transactions from is:
The account pop-up menu will not show a QuickBooks account that is already associated with a Web Connect file.
If nothing appears in the account pop-up menu, create a bank, credit card, or Other Current Liability account first.
QuickBooks displays the transactions in the Downloaded Transactions window.
You can also display the windows side-by-side by customizing the Downloaded Transactions window toolbar.