Trying to Upload the Web Connect File With an Account Type That Quickbooks Does Not Support

Learn how to set up import issues in QuickBooks Desktop.

If you see ane of these messages when you download or import transactions from your bank , there may be an issue with Spider web Connect:

• "QuickBooks found an error. Nosotros can't read the file {Your financial institution} sent."
• "An error occurred while processing your online banking data."
• "Your data was not imported into QuickBooks."
• "QuickBooks is unable to verify the Financial Institution information for this download."
• QuickBooks seems stuck and asks you to select a new or existing account when you try to download.

Web Connect issues can occur for several reasons. Sometimes, files from the bank are incomplete or in the incorrect format. Changes on your bank's cease tin can also create issues. Here's how to ready common Web Connect errors.

Before you lot beginning

Before you import your transactions into QuickBooks:

1. Follow the steps to create a fill-in of your visitor file .
2. Make sure you're using a supported version of QuickBooks Desktop .
3. Update Internet Explorer to the latest version.

Stride i: Download the Spider web Connect file

Download your Spider web Connect file directly from your bank, not from inside QuickBooks.

1. Sign in to your banking company's website
2. Detect and download the Spider web Connect file ( .qbo file ).
3. Open QuickBooks and your company file. Then follow the steps to import the .qbo file .

If you lot see an error when yous download or import the file, in that location may exist an issue with your banking concern. Reach out to your bank for help.

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

If you notwithstanding run across an error, motion on to Pace 2.

Pace 2: Check the file from your bank

Make certain the file you downloaded from your bank is a .qbo file . This is the only type of file Web Connect can read.

If you have a .qbo file from your banking company, move on to Solution 3.

If yous have a unlike blazon of file, sign in to your bank's website and download a .qbo file. If you need help finding this, reach out to your banking company. Get back into QuickBooks and follow the steps to import the .qbo file .

If you even so see an mistake, motility onto Step 3.

Pace 3: Review notifications from your banking concern

Check your bank's website

If your bank changes how they support QuickBooks Desktop, they'll notify yous. Sign in to your bank's website and check your messages. If you encounter any messages about changes, follow the instructions.

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

Check your bank'southward website for verification requests

Some banks ask you to ostend your identity before they can access your QuickBooks data. This sometimes happens later on reinstalling or updating QuickBooks to a newer version.

Sign in to your bank's website and check your messages. Look for any requests for access and follow their instructions to approve them.

If you don't encounter a message, motion on to Step 4.

Step 4: Switch banking modes

1. In QuickBooks, select the Banking menu.
2. Hover over Bank Feeds and select Change Depository financial institution Feeds Manner.
3. In the Bank Feeds section, select Classic way (Annals mode).
4. Then follow the steps to import the .qbo file .

If yous all the same meet an error, movement on to Stride 5.

Footstep 5: Create a test file

Let'south check to run into if the issue is with your company file or the .qbo file. Come across if yous tin import your transactions into a new company file.

1. From theFile menu, select New Company.
2. Select Express Starting time or Starting time Setup and fill up out the required fields. Add the word "Test" to the company name and so information technology's easy to recognize.
3. Select Kickoff Working.
4. In the exam company, follow the steps to import the .qbo file . Import the transactions into the same banking concern business relationship you're having issues with in your main company file.

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

If yous could import the file

If you see your transactions in the test file, in that location may be a settings issue. Go dorsum to your original company file and reset them.

1. Open your original company file.
2. Follow the steps to disconnect the account you lot're having bug with.
3. Then reconnect the business relationship .
4. Once you reconnect, import the .qbo file over again.

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

If yous still see an fault, reach out to our team then we tin can help.

If you couldn't import the file

If you don't run across transactions in the test company file, the outcome is probable with the .qbo file from your bank.

Reach out to your depository financial institution for help getting the correct file. Banks and financial institutions that employ Web Connect know how to handle these types of bug.

• Earlier contacting your depository financial institution, go your Bank Log files . These will aid them find the issue or error.
• Speak to a bank representative familiar with QuickBooks Banking concern Feeds and account activation.
• Enquire them to verify if your QuickBooks account(southward) are prepare up for Spider web Connect.
• If you lot need to, ask the representative to file a case via the Open Financial Exchange . Take note of your case number.

Side by side steps: Avant-garde troubleshooting

If you however need assistance, employ these advanced troubleshooting steps. We only recommend these if you're a confident calculator user. Attain out to our team  so we can help.

Review the Web Connect file for errors

1. Open the .qbo file you downloaded from your banking company.
2. Right-click the .qbo file and select Open up with Notepad (or Excel).
3. Review the file for mutual errors: remove invalid characters, ampersands, and other strings such as:
   
4. Add or edit missing markup. All tags in the file should have the following:
   

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

QuickBooks won't auto-lucifer payee info in the Memo field. You'll need to lucifer them manually .

Check your bank identification number

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

1. Select your QuickBooks version to find the unique BID information for your banking company:
   1. 2020 ( United states of america , CA , U.k. )
   2. 2019
   3. 2018
2.  PressCtrl and F to find your bank's name and identification number.
3. Write downwardly the five-digit number. And so make sure the following are correct in your .qbo file:
4. Save the .qbo file.
5. Follow the steps to create a backup of your company file  before you try 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

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