Why do I have to pick my bank?

QuickBooks Desktop only accepts a Web Connect file for a bank registered with Intuit, so the file has to carry your bank's own QuickBooks id, and we never label your file as another bank. If your bank isn't on Intuit's list, you get CSV or Excel instead of a .qbo.

Can I add older months to the account I already download into?

Yes. Choose “An account I already import into from my bank” and pick one .qbo file you downloaded from that bank for that account. Only convert months you have not already downloaded from the bank.

Help

Import a converted statement into QuickBooks Desktop

QuickBooks Desktop imports a bank statement as a Web Connect file (.qbo), and it only accepts one for a bank registered with Intuit. So the converter asks which bank your statement came from and writes that bank's own QuickBooks id from Intuit's list. It never labels your file as a different bank. The .qbo file is part of the $5 a month subscription.

1. Choose where QuickBooks puts it

On Convert, pick QuickBooks (.qbo) under Download as, then answer Where should QuickBooks put it?

New account in QuickBooks. Under This is a:, choose bank account or credit card statement, then Pick the bank this statement came from from Intuit's own list (it shows each bank's website, since some names are alike). For a card statement the list only shows entries Intuit lists for credit cards. If QuickBooks already has an account for that bank with the same account number, the transactions go there; otherwise it sets up an account. Type the same account number each month to keep adding to the same account. If you converted several statements at once, tick the box that says they are all from that bank.
My bank isn't listed. Then there is no .qbo file for it: QuickBooks Desktop only accepts files for banks registered with Intuit, and we won’t label your file as another bank. Download CSV or Excel instead.
An account I already import into from my bank. Choose one .qbo file you downloaded from that bank for that account. The converter copies its bank id and account number, so QuickBooks treats the converted file like one from your bank. That file is read in your browser too and never uploaded.

Whichever you choose, only convert months you have not already downloaded from the bank: QuickBooks recognises a second copy of our file, but cannot tell our copy of a transaction from the bank's.

2. Import it

Go to Banking → Bank Feeds → Import Web Connect Files (or File → Utilities → Import → Web Connect Files).
Select the .qbo file and click Open.
Choose Use an existing account if the account is already in QuickBooks, or Create a new QuickBooks account.

Things Desktop refuses

Intuit says importing a .qbo file requires you to be signed in to your Intuit account inside QuickBooks Desktop.
Desktop can refuse to import into an account that has a live automatic bank feed. If it does, turn that feed off first (Edit Account → Bank Feed Settings → Deactivate All Online Services), or import into a new account.
Intuit ended online banking services for QuickBooks Desktop 2023 on May 31, 2026, and earlier versions were already unsupported: they no longer import Web Connect files. Intuit's notice.

Source for the import steps: Intuit — Set up bank feeds in QuickBooks Desktop. Step-by-step guides for each bank cover downloading the statement too.

Questions

Why do I have to pick my bank?: QuickBooks Desktop only accepts a Web Connect file for a bank registered with Intuit, so the file has to carry your bank's own QuickBooks id, and we never label your file as another bank. If your bank isn't on Intuit's list, you get CSV or Excel instead of a .qbo.
Can I add older months to the account I already download into?: Yes. Choose “An account I already import into from my bank” and pick one .qbo file you downloaded from that bank for that account. Only convert months you have not already downloaded from the bank.

Something else? Email support@avyth.com. A person reads it.