Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Importing old Transactions from Wells Fargo to Quickbooks I am trying to go back as far as to import transactions.
Labels: QuickBooks Accountant Desktop. Reply Join the conversation. QuickBooks Team. Importing old Transactions from Wells Fargo to Quickbooks I can show you how to add those transactions to your account, rdjonas Download bank transactions: Go to your online banking account to get your file. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
Please take note of the supported file format and size. It should be a QuickBooks Online. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 3. Labels: QuickBooks Online. Reply Join the conversation. Your Banking page won't download new transactions if: the connection between Wells Fargo's website and QuickBooks Online is interrupted.
Wells Fargo is having a website maintenance. In the Banking page, click the Update button. Select Continue update. Thank you JamesDuanT. Sincerely, Michelle. QB Problem I'd appreciate your patience as we get through this. So if you have a Checking account, you'll see only Checking accounts listed, if you have Credit Card, you'll see only Credit Card accounts listed.
Account ID has to be digits only number. It could be any number, but it is a good idea to use the actual account number, that you have for that account. Let's say if you need to convert for two accounts and you have five files: three for one account and two for another. So, for those three files, you have to use one Account ID and for those other two files, you have to use another Account ID, the same for those two.
So, that's why, when you are starting using different numbers, to avoid confusion, it is easier just to use the account number. So you have a specific account number for that account, just use it. If you are starting converting or using another account, just use that another account number. Check any transactions, that it is obviously an expense transaction, check that it has a minus, that it is a negative amount. If it is negative, then the QBO file was created correctly.
And deposits must be positive. If you see it in the opposite way, even if that file was downloaded from your bank, then it means, that it was created incorrectly.
Even for banks, like Checking Account or Credit Card, if it is an expense, it must be negative. Let's return to selecting a Bank Account. You can have any name here, even if you are importing, let's say, for Capital One. You could have here Wells Fargo.
It's fine because the Bank Label is no an important Label. The Account type is more important, you must match what you importing for. You are importing for Bank Account, then it has to be Checking or Savings.
The Account number is important to check because if you are importing for this or that account, that you used incorrectly, you specified for the QBO file correctly. You may never use the option 'Create a new Quickbooks account' because you can not move transactions from one account to another in Quickbooks, as in Quicken. Unless you really creating a new account, then you would use this option to create a new account and import transactions there.
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