Trouble Uploading Web Connect Downloads to Quickbooks Bank of America

Learn how to prepare import issues in QuickBooks Desktop.

If you see one of these letters when you lot download or import transactions from your bank , at that place may be an consequence with Web Connect:

"QuickBooks found an error. We tin can't read the file {Your financial establishment} sent."
"An error occurred while processing your online cyberbanking data."
"Your data was not imported into QuickBooks."
"QuickBooks is unable to verify the Fiscal Establishment data for this download."
QuickBooks seems stuck and asks you to select a new or existing business relationship when y'all try to download.

Web Connect bug tin occur for several reasons. Sometimes, files from the bank are incomplete or in the wrong format. Changes on your banking company'southward end can also create issues. Hither'south how to fix common Web Connect errors.

Before you kickoff

Before you import your transactions into QuickBooks:

Follow the steps to create a backup of your company file .
Make sure you're using a supported version of QuickBooks Desktop .
Update Internet Explorer to the latest version.

Pace 1: Download the Web Connect file

Download your Web Connect file straight from your bank, not from inside QuickBooks.

Sign in to your depository financial institution's website
Notice and download the Web Connect file ( .qbo file ).
Open QuickBooks and your company file. So follow the steps to import the .qbo file .

If you lot see an fault when you lot download or import the file, there may be an issue with your bank. Reach out to your banking company for help.

If you can import and see your transactions in QuickBooks, follow the steps to reset your bank connection .

If you yet see an error, move on to Pace 2.

Step ii: Check the file from your bank

Make sure the file you lot downloaded from your bank is a .qbo file . This is the just type of file Web Connect can read.

If yous take a .qbo file from your bank, move on to Solution 3.

If y'all have a dissimilar type of file, sign in to your bank's website and download a .qbo file. If you need help finding this, reach out to your bank. Become back into QuickBooks and follow the steps to import the .qbo file .

If yous still run across an error, move onto Step 3.

Pace 3: Review notifications from your bank

Cheque your banking company's website

If your depository financial institution changes how they support QuickBooks Desktop, they'll notify you. Sign in to your depository financial institution's website and check your letters. If yous see any messages most changes, follow the instructions.

If your bank stopped supporting Web Connect, follow the steps to disconnect your account .

Check your depository financial institution's website for verification requests

Some banks inquire you to confirm your identity before they can admission your QuickBooks data. This sometimes happens afterward reinstalling or updating QuickBooks to a newer version.

Sign in to your bank'southward website and check your messages. Look for whatever requests for admission and follow their instructions to corroborate them.

If you lot don't see a message, move on to Step 4.

Step 4: Switch banking modes

In QuickBooks, select the Banking menu.
Hover over Bank Feeds and select Alter Bank Feeds Mode.
In the Depository financial institution Feeds section, select Classic fashion (Register manner).
Then follow the steps to import the .qbo file .

If y'all nevertheless see an error, motion on to Footstep five.

Step five: Create a test file

Permit'south cheque to see if the upshot is with your company file or the .qbo file. Run into if y'all tin import your transactions into a new company file.

From theFile bill of fare, select New Company.
Select Express Kickoff or Offset Setup and fill out the required fields. Add the word "Test" to the company proper name so it's like shooting fish in a barrel to recognize.
Select Outset Working.
In the exam visitor, follow the steps to import the .qbo file . Import the transactions into the same bank business relationship yous're having bug with in your primary visitor file.

Follow the next steps based on whether you could import the .qbo file into QuickBooks.

If you lot could import the file

If y'all see your transactions in the examination file, there may be a settings issue. Go back to your original company file and reset them.

Open up your original company file.
Follow the steps to disconnect the account you're having problems with.
Then reconnect the account .
Once you reconnect, import the .qbo file again.

If yous can import your transactions in your original company file, everything is stock-still.

If you still meet an fault, reach out to our team so we can help.

If you lot couldn't import the file

If you don't encounter transactions in the examination company file, the result is likely with the .qbo file from your bank.

Reach out to your bank for assist getting the right file. Banks and financial institutions that use Web Connect know how to handle these types of issues.

Before contacting your depository financial institution, go your Bank Log files . These volition help them observe the effect or fault.
Speak to a bank representative familiar with QuickBooks Bank Feeds and account activation.
Enquire them to verify if your QuickBooks business relationship(due south) are set for Spider web Connect.
If y'all demand to, ask the representative to file a instance via the Open Financial Substitution . Have notation of your case number.

Next steps: Advanced troubleshooting

If you nevertheless demand help, use these advanced troubleshooting steps. Nosotros only recommend these if you're a confident estimator user. Reach out to our squad and so we tin help.

Review the Web Connect file for errors

Open the .qbo file you downloaded from your bank.
Right-click the .qbo file and select Open with Notepad (or Excel).
Review the file for common errors: remove invalid characters, ampersands, and other strings such as:
Add or edit missing markup. All tags in the file should accept the following:

Note: If the Payee name field is longer than 32 characters, the rest of the info appears in the Memo field.

QuickBooks won't car-lucifer payee info in the Memo field. Yous'll need to match them manually .

Check your bank identification number

If the .qbo file is missing the depository financial institution identification information (BID), your transactions also won't import.

Select your QuickBooks version to find the unique BID information for your bank:
1. 2020 ( US , CA , UK )
2. 2019
3. 2018
PressCtrl and F to find your depository financial institution's name and identification number.
Write down the v-digit number. Then make sure the following are correct in your .qbo file:
Save the .qbo file.
Follow the steps to create a fill-in of your visitor file earlier you attempt to import the corrected .qbo file again.

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Source: https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-connectivity/fix-web-connect-import-errors/L8o5eQjO4_US_en_US