Using QB Desktop. I cannot get transactions uploaded using webconnect. It says I need to create an account for the bank feeds, but it is not showing me how to do that.

I am trying to upload my bank feed transactions using WebConnect (since our CU does not automatically link transactions). I get to the point where it states that new transactions have been found and whether I want to open the transaction or save them. I always to choose to open them, so I click okay, but NOTHING HAPPENS. It also states that I need to set up and account to receive these transactions, but I am completely clueless on how to do this. These transactions need to be matched up with a checking account all ready being used, so I am completely confused. I see a lot of things online concerning this type of problem with Quick Books online, but nothing, really, about this problem on the Desktop version. 


There are banking video tutorials here:

Desktop PC program video tutorials

Was this answer helpful? Yes No
1 additional answer

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.