When I import a QBO file, I see bank label from different bank (Wells Fargo)

When you convert to QBO (Web Connect) format, you may be looking for the Bank ID for your bank, and the bank id you get easily from your check and it is usually 5 digits number (or 3 digits number for Canadian banks). You can set Bank ID when you convert, or leave default Bank ID as 00001, Quickbooks does not use it. Quickbooks looks for different id, INTU.BID, on your QBO file.

The bank label you see during import is defined by INTU.BID value on the QBO file (default value is 3000, Wells Fargo label). You can change INTU.BID in CSV2QBO, PDF2QBO or other *2QBO converter to other value (click the "Look Up" button to locate your bank). If your bank is not listed, keep the default value.

The bank label on the QBO file is not relevant as you are choosing actual account in Quickbooks during import. Quickbooks will import into an account you chose, not some bank account with shown bank label.

The INTU.BID value has to be for any "allowed" bank, but the bank label you see during import is not relevant as you are choosing actual account in Quickbooks to import into.

IMPORTANT: Quickbooks uses the account type from the QBO file to show existing accounts. If you set account type in CSV2QBO or PDF2QBO to "Credit Card", Quickbooks will show you only existing credit card account. You can recreate the QBO file in the converter by selecting correct account type.

IMPORTANT: 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 different account # when converting to QBO files.

IMPORTANT: if you have your existing account "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:

For Quickbooks on PC:

  • Open the chart of accounts
  • Select account and click "Edit account" (pencil) icon
  • Click Bank Feeds (Online Services) tab and select "Remove/Delete online services link."
  • Save changes
  • Select File->Utilities->Import->Web Connect file 


For Quickbooks on Mac:

  • Open the chart of accounts
  • Select an account and click "Edit account" (pencil) icon
  • Click Online Settings and select "not enabled".
  • Save changes
  • Select File->Utilities->Import->Web Connect file

Once you finished with the QBO file(s), unlink the account again, and link back to your bank.

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