Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.Download your transactions as a QuickBooks Web Connect (.qbo) file.Sign in to your bank account using your normal process.Open a web browser and go to your bank’s website.This may be 30, 60, 90 days, or more depending on the financial institution. Some banks let you set a date range for downloads. Before starting the import process, go to your bank's website and request the file you need to upload in QuickBooks. ![]() To download older transactions, I recommend using the Web Connect feature. Most banks provide information for the previous 90 days only. QuickBooks automatically downloads banking data the first time you connect an account. ![]() I'm here to help you download the transactions from the prior year in QuickBooks.
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