In the Downloaded Transactions screen, we’re going to click on the paper and right-arrow to initiate the import of the file. We’ll start by clicking Banking at the top of the screen and then selecting Downloaded Transactions. The next step now is to get these transactions into our QuickBooks file. Lastly, we click Download Transactions, and a file will be saved to our computer locally. The file type we’re interested in here is a WEB Connect for QuickBooks 2017 and Above file. Clicking that download button will prompt us to enter the Transaction Period as well as the file type. To do that, select the Credit Card we’ll be downloading, click the download button on the middle right-hand side of the screen. Once we’re on Bank of America’s website and logged in to our account, we’ll need to grab a download of the transactions we plan on importing. Replacing the Next button will be a button labeled “Website,” and QuickBooks will open the web page where we download the transactions. Now that’s we’ve selected Web Connect, the screen will prompt us by saying we need to download the transactions from our bank. For this example, we’re going to use Web Connect. Web Connect will require a log-in through your bank account’s website each time you want to download the transactions.
The Direct Connect option allows a more persistent connection that can save time. The two options are Web Connect and Direct Connect. On the next screen, we need to give QuickBooks some instruction on how to perform the synchronization between your bank and your QuickBooks file. Once we find our bank, select it, and click next. To quickly navigate to that item, we use the search bar and begin typing in the name of our bank. For my example, I’m using Bank of America. How you use this page may vary slightly because I don’t expect you to use the same bank and credit card. To begin, I’ll start by clicking Banking at the top of my screen and then click Online Banking Setup.Ĭlicking that menu-item will now bring up a screen titled Online Banking Assistant.
In today’s blog post, I’m going to take my Bank of America – Alaska Airlines Credit Card and download all of the transactions to my QuickBooks 2019 for Mac file.
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