QuickBooks for Mac 2014 User’s Guide 168
After you convert the file to QuickBooks for Mac, you must set up your online banking again within QuickBooks
for Mac. You can use either Web Connect or Direct Connect.
• I've downloaded a .qbo file and QuickBooks tells me it can't import the file.
You're .qbo file may be corrupted. Return to your financial institution's website and download the .qbo file
again, then choose File > Import from Web Connect to import the new file into QuickBooks.
Manually Importing Online Banking
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.
To use Web Connect for the first time:
1 Choose Banking > Online Banking Setup.
2 Select your financial institution from the list and click Next. (Sometimes financial institutions present
multiple listings, one for Direct Connect (DC) and one for Web Connect (WC). If you see this be sure
to select the WC option.)
3 If you are prompted to select either “Direct connect” or “Web connect,” select “Web connect” and
click Next. (If you do not see the screen, go to the next step.)
4 Click Website to go to your financial institution's website.
5 On your financial institution's website, find the download area for your account and choose the
QuickBooks Web Connect option to download your account statement. 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.
6 In QuickBooks, choose File > Import > From Web Connect, select the .qbo file you want to import, and
then click Open.
7 For each account shown in the Web Connect file, select the QuickBooks account you want to
associate with it, and then click Continue. The account pop-up menu shows available QuickBooks
banking accounts if the account you are importing transactions from is:
o a checking, savings, or money market account.
o available QuickBooks credit card accounts (if you are importing transactions from a credit card
account).
o available QuickBooks Other Current Liability accounts if you are importing transactions from a
line of credit account.
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