Select the QBO file you and then click Open.In QuickBooks, go to the File menu, Utilities, Import, and then Web Connect Files.If double clicking doesn't work, try these detailed instructions: After you double click the download the transactions automatically import into QuickBooks. Save the download with a QBO extension to your desktop. Here is an example of download options from a Bank of America account Follow your bank's instructions to create a Web Connect file with a QBO extension. When you use Web Connect, you will log on to your bank's website and download transactions for a specific time period. How does Web Connect differ from Direct Connect? Web Connect Some banks only allow the Express Web Connect feature where you manually import transactions by downloading a QuickBooks OFX data file (QBO) of bank activity and importing it into QuickBooks. If your bank allows the Direct Connect feature, bank fees may apply. Each financial institution provides different options of bank feed services. There are several options available as summarized in the Advanced Setup window. Begin by setting up a connection to your bank You will have the flexibility to see which transactions in the bank match transactions already in QuickBooks as well as easily add transactions that aren't already in QuickBooks. Bank feeds will allow you to import transactions from your bank or credit card provider into QuickBooks. oh what does it all mean?! If you'd like to make reconciling your bank easier using QuickBooks 2015, consider using Bank Feeds to automatically bring transactions directly from your Financial Institution to QuickBooks. Bank feeds, Direct Connect, Express Web Connect.
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