Download Wells Fargo Bank Statements to QuickBooks Online - PowerPoint PPT Presentation

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Download Wells Fargo Bank Statements to QuickBooks Online

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Wells Fargo is also a banking financial firm that does not have a support system for QB. Users are required to check whether they can generate a .QBO format of the transactions of the bank or not. Thereafter, users will have to manually download the entries from the bank. Then, upload the file to the account which belongs to a user. With this let’s learn to download Wells Fargo bank statements to QuickBooks Online. – PowerPoint PPT presentation

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Title: Download Wells Fargo Bank Statements to QuickBooks Online


1
Download Wells Fargo Bank Statements to
QuickBooks Online
By Dancing Numbers
2
Wells Fargo is also a banking financial firm that
does not have a support system for
QuickBooks. Users are required to check whether
they can generate a .QBO format of the
transactions of the bank or not. Thereafter,
users will have to manually download the entries
from the bank. Then, upload the file to the
account which belongs to a user. The details are
here mentioned-below
3
How to Download Wells Fargo Bank Statements to
QuickBooks Online?
4
  • Go to your online banking account to get your
    file.
  • Check or follow your banks instructions to get a
    copy of the data and then save it on your
    computer.
  • Please be ensure that the data range is at least
    one day prior to the oldest transaction to avoid
    any duplicates.
  • Please take note of the supported file format and
    size. It should be a .QBO file.
  • Download your transactions and save the file to
    your desktop.

5
After that, the user can import the transactions,
so the transactions can be available in the Bank
Feeds. If the bank offers Web Connect
6
  • From the Banking menu, Select the Bank Feeds
    option, and after that Import Web Connect Files.
  • Select the QBO file you saved, then hit Open.
  • When a notification comes to Choose the Bank
    Account, the user is required to select Use an
    existing QuickBooks account or Create a new
    QuickBooks account if the account which the user
    is brought in transactions into is not in
    QuickBooks yet.
  • Choose to Continue and then, Choose OK. Now, you
    can go back to the Bank Feeds Center to review
    the transactions.

7
To learn more on how to download Wells Fargo Bank
statements to QuickBooks Online
CLICK HERE
8
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