These are the errors that you might encounter when you download or import a .QBO file from a supported financial institution through Web Connect:
- 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 and QuickBooks prompts you to select a new or existing account when you try to download
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 into 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're not on a supported version of QuickBooks Desktop.
Here are a couple of solutions you can follow to fix your web connect issue. The first solution may solve your problem, or you may need to try all of them. For best results, perform the solutions in the order shown.
Unable to download web connect transactions for an existing account? If you’re trying to download web connect transactions from your bank and QuickBooks doesn't seem to recognize the bank account already set up, and prompts you to select a new or existing account, try to deactivate and reconnect Bank Feeds.
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, select:
- File > Utilities > Import > Webconnect files...
- Browse to the file location, choose the file and select 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, select New Company.
- Choose 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: Deactivate and reconnect Bank Feeds
- Deactivate the affected account.
Note: Make sure you delete or match any pending transactions in your Bank Feeds Center before you can deactivate the account.
- From the Lists menu, select Chart of Accounts.
- Right-click the account that needs to be deactivated then click Edit Account.
- Go to the Bank Feed Settings tab.
- Select Deactivate all online services. You should get a confirmation that you have just disabled one or more online services for the account but it does not cancel the services with the bank.
- Choose OK.
- Select Save & Close.
- Reconnect the account.
- From the QuickBooks Banking menu, select Bank Feeds then Import Web Connect File.
- Select the QBO file you saved, then select Open.
- When prompted to select bank account, select Use an existing QuickBooks account then choose the bank account previously set up for Bank Feeds.
- Select Continue.
- You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
Solution 4: 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.
Select 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 5: 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/.
- Collect Bank Feeds log files before contacting the bank. The Connlog file helps pinpoint the origin of the connection failure or error.
- 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, ask the bank representative to escalate the case via https://fi.intuit.com/ for resolution. Take note of your case/ticket #.
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.