To make a change, highlight and delete the date. You can then enter the appropriate date. Confirm the From date and the To date of the data you would like to download. Windows: A Windows dialog may appear that asks whether you would like to Save or Open the file, select Open. If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account.
You will be asked whether you would like to "Use an existing QuickBooks account" or if you would like to "Create a new QuickBooks account. Repeat these steps for each account you would like to download into QuickBooks. Use an existing QuickBooks account: If you already have the account set-up in QuickBooks, and you would like to add on to the existing transaction activity, you should select this option.
Create a new QuickBooks account: If you have not set-up this account in QuickBooks, or if you would like to start a new file for an existing account, you should select this option. After selecting this option, follow the steps for setting up the new account. You will receive all transactions that fall within the From and To dates you selected in Step 2.
Mac: File is automatically downloaded to your Downloads folder. I have one issue though. Right now, not every statement is downloaded every time.
I'm typically getting like 10 out of Anyone have thoughts on why this might be? I had a feeling something like that would need to be done. Thank you everyone for this thread.
I recently needed to do the same, downloading 7 years worth of statements, and I made a few modifications to the above scripts to make this work a little differently for me - and to make it slightly easier to debug and modify if anyone else needs to do that in the future.
Here's the script to paste into the dev tools:. By default it won't do anything, but if you're on the statement view, any time you navigate to a list for example, a year , it will populate the variable lastResponse. If you want to open all the files on that screen, run openAll lastResponse ; in the console. This will open each link in a new tab, which will let you quickly download them all and name them whatever you want.
Note that if you have popup blocking enabled you may need to manually approve one of these first before it will work. Be sure to select a date range first. It's only opening the last link.
Any ideas why? I am getting an undefined but I am re-selecting the date range. Then I noticed a message top right that popups were blocked. Clicked on it to allow popups and it works great.
Thanks to everybody who contributed to this. It is a real time saver. I looked for one on the actual statement page, not the list of statements. Thanks burlesona! So much time saved :. OMG burlesona thank you! Sorry I'm still having difficulty here. Not in the console. That will populate lastResponse for you. Still seeing the same error.. What am I missing here? When I navigate the screen to select data range it works. Thank you again for clarifying!
Cannot get This to work. I am on the Statements and Documents Page. There is not Date Range. Options are Select account and For Time Period. I select What a lifesaver! Just bought a couple of beers for binary, although it looks like I owe one to benedictchen too. Now, a script to turn the PDFs into spreadsheetsthat would be something.
Make sure it handles the changes over time in the formats. A quick idea, you might explore packaging it into a javascript bookmarklet. Seems like it could be a nice way to use it if it turns out to be possible.
If this was helpful to you, please buy me a beer on PayPal: Click Here. You're lifechanging. I am a bookkeeper and was required to access 7 years of bank statements for over 20 accounts from Wells Fargo.
You can't imagine the difference you made in today's productivity! Please enjoy my donation. You're a life saver and should really consider how helpful your knowledge is to others.
You could make a fortune. It was indeed useful to me, and I'm not even a bookkeeper like jordanthecatlady - I'm just lazy and a. Enjoy a couple beers on me - you're doing God's work. Thank you so, so, so much for saving me so much trouble! Got everything I needed in less than 10 minutes! Does this still work? Seems I can't get either the javascript bookmark or the console script to do anything.
I just checked, still works! If it doesn't please let me know and I'll try to take care of it. I appreciate the effort, but it appears the bookmarklet does nothing on the latest version of Chrome on OS X as of Dec Ok, I got the script to work from console not bookmarklet and then, after downloading 7 years of PDFs, played around with Tabula to parse the statements to CSV.
It was actually pretty easy. These worked for me with the current column layout of the statement PDFs. Your mileage may vary. Also, the output still includes all the text and other junk from the PDFs, but the lines containing transaction information are correctly parsed into CSV columns, you can just delete the rest of the rows manually. Also the second line of two-line item descriptions appears on a separate row, but for me, this didn't matter, I don't need that part. Man, this page saved me a lot of work, talk about useful.
Thank you, everybody. And, yes, some beers were donated with gratitude! So much easier than if they just provided a CSV download function that went back further than 18 months. I have a far better alternative than any of the above. I am closing my Wells Fargo accounts. Try it Dear benedictchen, i've been using your batch pdf download on several occasions now and it continues to save me hours of tedious downloading, thank you.
Made it really easy to get my statements from all my accounts this past year. Definitely saved me a lot of time! If all you want to is your transaction history, this is a very dangerous way to get it.
You are effectively performing an XSS attack against yourself. If you cannot read and understand the code you are pasting then It is only a matter of time before you run code a malicious person has posted. You can get the last 18 months of transaction history in one file by clicking on accounts and then download account activity:.
I think practically though, given the technical nature of what's required, most folks who would do this are developers themselves and can see the few lines of code they are pasting in and verify it's not doing anything suspicious. And yea as some folks have pointed out, the 'download account activity' item didn't used to exist, and also it's limited last I checked, I think to just 18 months.
You're right though: Everyone using this code or anything like it should inspect it and understand what it's doing before just typing it in. It would be wonderful if they made this obsolete.
It's kind of ironic one of the most popular pieces of code I ever wrote is still this script : Wells Fargo could fix this so easily, but it's been close to 5 years now.
Big thanks for doing this, saved me a TON of effort. Any chance we could get something like this for downloading check images? If they start thinking running random code in the console is the way to fix problems they are going to wind up running malicious code someone else has posted.
From the Update drop-down menu, select File upload. Select Browse and choose the file you downloaded from your bank. Select Next. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
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