![]() Go to File > Utilities > Import > Web Connect file, navigate to where the Web Connect file is located on your computer, then click Open. NOTE: There is an alternate way of importing a Web Connect file into QuickBooks. ![]() If you don’t have an account yet, click Create a new QuickBooks account and enter a name for that account Click Use an Existing QuickBooks Account if you have an appropriate account tin the Chart of Accounts. Navigate to and select the file you downloaded in Step 2, then click OpenĦ. Choose Banking menu > Bank Feeds > Import Web Connect File. If you plan to open the file directly, we recommend that you have your company file open in QuickBooks 2017 before you begin step 2.Ĥ. If you “open” it instead, your web browser should open QuickBooks and begin to import the transactions. NOTE: These instructions assume you will save the download to your computer. If you are given a choice for your download format, choose “QuickBooks Web Connect (*.QBO)” and save the file to your computer ![]() Download your transactions according to your financial institution’s instructions. Log into your financial institution’s website.Ģ. ![]() Set Up an Account for Online Banking (Web Connect)ġ.
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