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Downloading an online bank statement opens the wrong version of QuickBooks

April 22, 2015 • Jeff Cecchini
You download an online bank statement (Web Connect file or .QBO) directly from a Financial Institution (FI) site, and the wrong version of QuickBooks opens.
This may also occur when double-clicking a Web Connect file (.QBO) after it has been saved to your computer.
Why this is happening

With multiple versions of QuickBooks installed, electing to open a .QBO file from the bank’s web site, defaults to the last installed QuickBooks version and opens the file. The banks branding process in the QuickBooks installation could also be damaged.

OR

The latest update is waiting to be installed.

How to fix it

Intuit recommends more than one solution for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.

Solution 1: Install the latest product updates for your version of QuickBooks.

  1. Click here for instructions on downloading the latest release for QuickBooks.
  2. Re-open QuickBooks.
  3. Click Install now when the update prompts to be installed.
  4. Restart your computer if prompted when the installation of the update is complete.
  5. Attempt the online banking download process again.
Solution 2:  Save the web connect (.QBO) file to your desktop and import it manually to the desired version of QuickBooks (Recommended if you use more than one version of QuickBooks to download bank transactions)

  1. From the Financial Institution’s web site, select the option to download transactions to QuickBooks.
    • Note: The location and title of this option will differ based on the financial institution.
  2. When prompted to Open, Save, or Cancel; click Save.
  3. Save the .QBO file to your Desktop or My Documents folder.
    • Once the .QBO is imported to QuickBooks you can delete the file from this location.
  4. Open the version of QuickBooks to the company file that you wish to import the .QBO file.
  5. Import the .QBO file to the QuickBooks company file.
    1. Go to Banking > Online Banking > Import Web Connect File.
    2. Click on Desktop or My Documents on the left side of the Open file window.
    3. Click the option that corresponds to the location where the .QBO file was saved in Step 3.
    4. Click on the .QBO file, choose Open.
    5. Follow on screen prompts to import the .QBO to a new or an existing bank or credit card account.
  6. If the download continues to open a different version of QuickBooks and does not give you the option to save, follow these steps:
    1. Go to the File menu.
    2. Select Close Company/Logoff.
    3. Once the company file is closed, go back to the File menu.
    4. Select Exit. Doing this will break the link between the incorrect data file and the bank.
    5. Attempt the previous steps in Solution 2 again.
Solution 3: Change file properties of .QBO files so these files always open with the correct version of QuickBooks. (Recommended if you only use one version of QuickBooks to access Online Banking)

  1. From the Financial Institution’s web site, select the option to download transactions to QuickBooks.
    • Note: The location and title of this option will differ based on the financial institution.
  2. When prompted to Open, Save, or Cancel; click Save.
  3. Save the .QBO file to your Desktop or My Documents folder.
  4. Open the Desktop or My Documents folder and find the .QBO file that was saved.
  5. Right-click on the .QBO file and choose Properties.
  6. Click on the General tab.
  7. Click the Change button in the Opens with: section to display the Open With window.
  8. Click the Browse button and navigate to the QBW32.exe file or QBW32[Flavor].exe.
    • Note: The default location is:
      • (WIndows 8, 7 or VIsta) C:\Program Files (Program Files X86(64 bit computer)\Intuit\QuickBooks [year].
      • (XP) C:\Program Files\Intuit\QuickBooks [year].
  9. Once you have found the correct QBW32.exe file or QBW32[Flavor].exe, click Open.
  10. Place a check in the box next to Always use the selected program to open this kind of file.
  11. Click Ok.
  12. Close the Properties window.

You will now be able to download the .QBO file and click Open; the .QBO file will now import into the file that is opened in the correct version of QuickBooks.

 

If these solutions don’t resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply.

KB ID# SLN42439
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