Automating payments and Invoices

In QBDT, you can only use the .QBO format to import your bank transactions, KG1515.

To obtain this file, please see the steps below:

1. Go to your bank’s website.
2. Sign into your bank account.
3. Download your transactions as a QuickBooks Web Connect (.qbo) file.

If unavailable, you can reach out to them for further assistance.

Once your file is ready, here's how you can import them:

1. Navigate to Banking, then Bank Feeds.
2. Select Import Web Connect Files.
3. Locate and open the .QBO file you saved.
4. Choose the bank account where you want to import the transactions.
5. Click Continue.
6. Hit OK.
7. Go to the Bank Feeds Center to review your transactions.

After the entries are in, please know that creating a rule is for automating the process of categorizing your entries. Thus, you'll need to manually match the payments to your open invoices.

For future reference, I'll share this article to ensure the transactions in QBDT match those on your bank statement: Reconcile an account in QuickBooks Desktop.

If you need additional assistance in managing your bank entries, please don't hesitate to click the Reply button below. We're always ready to assist you.