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1. #How to convert quicken to quickbooks desktop update#
2. #How to convert quicken to quickbooks desktop pro#
3. #How to convert quicken to quickbooks desktop code#
4. #How to convert quicken to quickbooks desktop download#

Using one FID for all your web connect files means the online banking center can be used as one central point for all the downloaded data, even if you had to bring in mutliple web connect files for your various bank and credit card accounts. Since you are getting this via a file, don’t worry about logos. Since the FID # you are using is not really generic but specific to a real institution, all you are impacting is the Online Banking Center, the far left dropdown, which simply is an organizating aspect for electronic communication to the institutions. Make sure to set up the account # for each account in the Edit screen, and you have made it possible for the program to separately import the data to each bank account in your QB data file. Many of us have more than one account at the same institution.

#How to convert quicken to quickbooks desktop download#

On the first download with an account # in QB with the pop up that asks you to match the data in the download to one of your QB accounts: Once you do this, everything is unique and linked to the correct account, even if the FID is not unique. I created a filter for Prior Month and a filter for Current Month. I found this on one bank website’s “Reports” page. I can bring in one file that has all transactions for two accounts. After all, the download is your actual data and conveys the account # internally.

#How to convert quicken to quickbooks desktop code#

Then, the download will always match by account # for the data you got from the Web, and not be confused by the FID code you use. There are two video tutorials for using the QuickBooks Online Banking center: Help menu > Learning Center, click on Overview & Setup.įor the bank account in QB, edit the account and fill in the account #. I use both Quicken and QB and don’t believe customers should need to pay banks yet another fee to access Open data we already pay to access from the web log in, just to import it to a data file.

Thanks much from a long time QB user and consultant, and programmer. Similarly, I think Bank of America will have to admit soon, that keeping QBO files inaccessible is just childish of them.

Eventually so many banks just said, “Oh heck, man, we LIKE it when they take the data-munging AWAY from our under-educated counter staff” that the ones who were resisting had to follow the herd. So, they tried to charge the customer a fee for the privilege of the customer having the right to do the bank’s work for the bank. Reminds me of back-when in the early days of the internet, when banks wanted to charge you extra for on-line access, when in fact giving a customer some degree of access to his accounts on-line would SAVE the bank in terms of time and grief and teller salary. They’re going to have to admit sooner or later that they’re behind the curve. I’m stunned at how irresponsible Bank of America is about this. But Quickbooks still doesn’t know which of my accounts to apply the transactions to, and it gets kind of wonky trying to put them into whichever account IS properly linked to “2430”. This (plus, changing the file-extension from QFX to QBO) does seem to make the file import-able into Quickbooks. Right now, I’ve used your trick with the digits 2430 as suggested. You rock! Success! But it would be helpful to know what the proper code for Bank of America is. qbo file to import it.Ħ) You will be prompted to select an account into which to import the QBO file.

#How to convert quicken to quickbooks desktop pro#

Thanks to Kimberly for finding this!ĥ) Import the QBO file into QuickBooks Pro via Banking > Online Banking > Import Web Connect File or simply opening QuickBooks and double clicking on the.

#How to convert quicken to quickbooks desktop update#

Update : See for the current bank list for Quickbooks. Per Dan’s recommendation, try 00915 or 10915. Several people have reported that the previous codes are no longer working, although they still appear to be working for some. Fortunately, you can use a quick little hack to sidestep this limitation:ġ) Download your financial data as a QFX file.Ģ) Open the file in a text editor, like Notepad++, and locate the Intuit Bank ID label near the top of the code: with a number after it.ģ) Change the number after to a banking institution that is supported by Intuit.

If your bank doesn’t pay this fee, you can’t download your financial data directly into QuickBooks). Annoyingly, QuickBooks doesn’t support the import of QFX files (the reason for this is that Intuit charges banks for the ability to export financial data in the.