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Guide to Download Bank Feed transactions in QuickBooks Desktop | Forum

Topic location: Forum home » Support » General Questions
Adelina Martin
Adelina Martin Sep 29 '23

Bank Feeds option in QuickBooks can help you in the easy tracking and management of transactions through QuickBooks. QuickBooks allows importing of all transactions into the Bank feed wherefrom these can be easily tracked and managed, to get the knowledge on how to download bank feed transactions in QuickBooks desktop, read this article all the way till the end.

Steps to download bank transactions through web connect in QuickBooks

It is important to keep it in mind that certain banks allow you to specify a certain window of time for the transaction downloads. If this isn't an option offered by your bank, you can download the maximum number of transactions the first time around automatically. This could be for 30, 60, 90, or even longer days; it all depends on the bank. Importing transactions with Web Connect can be done in two different ways.

  • Run QB, then jump to Banking tab.
  • Choose Bank feeds, then bank feeds centre.

  • Choose desired account in the list of bank accounts.
  • Edit o remove items in Send items to the bank.
  • Choose option to download transactions. Opt for the transaction list if the transaction is already downloaded.
  • Choose Synchronize tab, then Sync This Account to download transactions for single account.

  • Another way is to choose Sync All corresponding to This Bank option, then download transactions for all accounts with same bank.
  • Use the pin or password to connect with the bank, then click Ok.
  • When the transactions are downloaded, match them or edit them to add more values.
  • The remaining transactions can be deleted, but note that downloaded transactions wont be downloaded after deleting.
  • In case you are using QuickBooks desktop, do the following:

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