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 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 accounts. 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/Windows

Open the Chart of Accounts
Select an account and click Account, "Edit account."
Click Bank Feeds (Online Services) tab and select "Remove/Delete online services link.", save changes
Select File-Utilities-Import-Web Connect file

Unlink direct download in 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