When downloading or importing a .QBO file from a supported financial institution, an error message occurs (OL-222) or nothing happens.
- Error: OL-222
- "An error occurred while processing your online banking data."
- "Your data was not imported in to QuickBooks."
- "QuickBooks is unable to verify the Financial Institution information for this download."
- No error
Web Connect import issues may occur if:
- The qbo file provided by your financial institution contains an invalid information or formatting. QuickBooks cannot read the data from your Web connect (.qbo) file.
- Your financial institution does not support import into QuickBooks (fi.intuit.com).
- You're trying to import a .qbo file in to an older version of QuickBooks that no longer supports the online banking service.
- Your import file is not the correct file type. (.QFX, .IIF, .CSV, etc.)
- You are not on a supported version of QuickBooks Desktop
Steps to resolve Webconnect issues
Intuit recommends several solutions for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.
- Always back up the QuickBooks company file prior to any import.
- Ensure you are using a supported version of QuickBooks Desktop to prevent any issues when importing web connect files.
- As a standard troubleshooting step, switch to Register (Classic) mode to perform the same action (applies to US only). If you get the same results, proceed to Solution 1.
- From the Edit menu, go to Preferences.
- On the left pane, choose Checking then go to the Company Preferences tab.
- In the Bank Feeds section, click the Classic Mode (Register Mode) radio button.
- Click OK.
Solution 1: Download directly from the banks website (outside of QuickBooks)
- Visit your bank's website outside of QuickBooks.
- Download and Save the .QBO file to your Desktop.
- In QuickBooks, using the main menu across the top, click:
- File > Utilities > Import > Webconnect files...
- Browse to the file location, select the file and click Open.
- Follow the import wizard to complete the import.
If the import fails, proceed to Solution 2.
IMPORTANT: A .QFX file is a financial data file format used for importing data into Quicken financial software and can not be imported into QuickBooks. If your financial institution doesn't offer Online Banking for QuickBooks, they can sign up at http://fi.intuit.com.
Solution 2: Duplicate the issue in a new test file
- From the QuickBooks File menu, click New Company.
- Click Express Start.
- On the newly created test company, add your bank account to the Chart of Accounts
- Set up the account for Bank Feeds.
- Download or import the qbo file.
If the import is successful in a new test file: the issue lies in the original data file.
- If you've ever successfully imported transactions from the problem bank account to this company data file (.QBW):
- Reset the problem account in QuickBooks by deactivating the online connection.
- Re-establish the connection to the bank by importing the webconnect file.
- Resolve data damage on your company file.
If the import fails in a new test file: the issue is with the .QBO file formatting provided by your bank.
- Contact your financial institution to report the problem.
- Proceed to Solution 3 to review the .QBO file for errors and self correction.
Solution 3: Review the web connect (.qbo) download for obvious errors
- Download and Save the .qbo file to your Desktop.
- Edit the .QBO file: Right-click > Open with > Notepad (or Excel).
- Review the download for common errors.
Remove invalid characters. Check the file for ampersands (&) and other invalid character strings such as:
- Add or Edit missing data.
All Tags should have data.
If the payee NAME field exceeds the character limit (<=32), the remaining payee information will appear in the MEMO field. QuickBooks cannot auto-match payee information appearing in the MEMO field. These transactions need to be manually matched.
If your .QBO download file is missing the bank identification information (BID), the transactions will not import.
Click your QuickBooks version to find the unique BID information for your bank:
- Use Ctrl + F on your keyboard to search for your banks official name. Jot down the 5 digit number in the left hand column for entry as shown below.
- Save the .QBO file.
- Make a backup of your data file before importing.
- Test importing the corrected .QBO file in to the Test file created in Solution 1.
- Report the formatting errors to your bank for resolution in future downloads.
Solution 4: Contact the bank
Banks have a support channel: All U.S. and Canadian financial institutions that currently support QuickBooks Online Banking have an escalation path to the Online Connectivity Group at Intuit via https://fi.intuit.com/.
- For proper assistance when contacting your bank, Ask to be transferred to a bank representative familiar with QuickBooks Bank Feeds and account activation.
- Have the agent verify your account(s) are activated for the services you require for QuickBooks (not Quicken).
- If the issue remains unresolved, get a case/ticket # from the bank and request your case be escalated for resolution.
Identity Confirmation Request
IMPORTANT: This may be required after installing a new version of QuickBooks or an update to your current version.
Most banks require identity confirmation prior to accessing data from PFM (Personal Financial Management) software. To satisfy the bank security requirement, log in to your account outside of QuickBooks and check your Message Center or Notifications inbox for details. If needed, contact your bank directly for instructions.