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. 

Answer

There are banking video tutorials here:

Desktop PC program video tutorials


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