When I import a QBO/QFX file, I see bank label from a different bank

The bank label you see during import is defined by INTU.BID value on the QBO or QFX file (default value is 3000, Wells Fargo label), 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 or QFX file is not relevant as you are choosing an actual account in Quickbooks or Quicken during import. Quickbooks or Quicken 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 an actual account in Quickbooks/Quicken to import into.

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

IMPORTANT: Quickbooks or Quicken uses the account # (account id, account number) and INTU.BID value together from the QBO or QFX file to associate with the account in Quickbooks or Quicken you choose for the first QBO or QFX file. If you are converting for MULTIPLE ACCOUNTS make sure to use a different account # when converting to QBO/QFX files.

IMPORTANT: if you have your existing account "linked" to direct bank download, you need to edit the account in Quickbooks or Quicken first as Quickbooks or Quicken does not import QBO or QFX files on already linked accounts and the account has to be unlinked first:

For Quickbooks on PC:

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


For Quicken on PC:

  • Right-click the account on the left sidebar
  • Click Edit Account
  • Click Online Services
  • Click Deactivate
  • Click Ok to Save changes
  • Select File->File Import->Web Connect (QFX) 


For Quicken (2018 or later) on Mac:

  • Right-click the account on the left sidebar and select Edit "<account name>" Settings
  • Click "setup transaction download."
  • Click Options
  • Click Manual, click Continue, click Finish
  • Select File->Import->Bank or Brokerage file (QFX)

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

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