How to import a QBO file under an existing account in QuickBooks

Problem: Quickbooks may not show an existing account during QBO Web connect import. When you import a QBO file in Quickbooks, an account is not listed under the list of existing accounts.

Quickbooks existing account is not listed during QBO import

This can fixed by one of the following steps:

Unlink an account from the direct download in QuickBooks

QuickBooks uses the account type from the QBO file to show existing accounts. If you set Account Type in the ProperConvert app to "Credit Card," QuickBooks will show you only existing credit card account. You can recreate the QBO in the converter by selecting the correct account type.

QuickBooks uses the account # (Account ID, Account Number) and INTU.BID value together from the QBO file to associate with the account in QuickBooks you choose for the first QBO file. If you are converting for MULTIPLE ACCOUNTS, make sure to use a different account # when converting to QBO files.

If your existing account is currently "linked" to direct bank download, you need to edit the account in QuickBooks first as QuickBooks does not import QBO files on already linked accounts, and the account has to be unlinked first:

Unlink direct download in QuickBooks on PC

Unlink direct download in QuickBooks on Mac

Use the ProperConvert app to convert your transaction files to required by your accounting software file format.

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