![]() Select the Lists menu and then select Chart of Accounts.Note: You must accept or delete any transactions still displayed in the Downloaded Transactions window before disassociating an account. If you want to link a different QuickBooks account to imported transactions, you must disassociate the currently associated account first. Click Import File to import the Web Connect file into QuickBooks.Click Download to log in to your financial institution’s website and download a Web Connect file.Select an account from the pop-up menu.Select the Banking menu and then select Downloaded Transactions.To import transactions after the first time: (Optional) Click Align Windows to display the Downloaded Transactions window and its corresponding account register.Click Record from within the register view.Click a transaction to open it in the register.QuickBooks displays the transactions in the Downloaded Transactions window. When QuickBooks finishes importing transactions, click OK.If nothing appears in the account pop-up menu, create a bank, credit card, or Other Current Liability account first. The account pop-up menu will not show a QuickBooks account that is already associated with a Web Connect file. The account pop-up menu shows available QuickBooks banking accounts if the account you are importing transactions from is a checking, savings, or money market account, available QuickBooks credit card accounts if the account you are importing transactions from is a credit card account, or available QuickBooks Other Current Liability accounts if the account you are importing transactions from is a line of credit account. ![]() For each account shown in the Web Connect file, select the QuickBooks account you want to associate with it, and then click Continue.qbo file you want to import, and then click Open. Select the File menu and then select Import > From Web Connect.Contact your financial institution for more information. Your financial institution may call the option “Download account activity,” “Download account history,” or something similar.įollow the onscreen instructions to download the file, which will have a. Select the QuickBooks Web Connect option to download your account statement.Log in to your financial institution’s website.Your browser window opens and displays your financial institution’s website. If you don’t see your financial institution in the list, contact your financial institution and ask them to support QuickBooks. Select your financial institution from the list and click Log In.Select the Banking menu and then select Financial Institutions.To import transactions for the first time:
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