Import an OFX file into Quickbooks Online - ProperSoft

Import an OFX file into Quickbooks Online

How to import an OFX file into Quickbooks Online

This tutorial shows how to import an OFX file into Quickbooks Online.

Login into Quickbooks Online to import an OFX file and click on 'Banking'.

IMPORTOFXQUICKBOOKSONLINE Step 1: Banking Quickbooks Online

Then select an account you want to import your data into.

IMPORTOFXQUICKBOOKSONLINE Step 2: select an account Quickbooks Online

Look for the 'File Upload' button and click on it.

IMPORTOFXQUICKBOOKSONLINE Step 3: file upload Quickbooks Online

Look for the 'Browse' button and click on it.

IMPORTOFXQUICKBOOKSONLINE Step 4: Browse Quickbooks Online

Select an OFX file you created or you downloaded from your Bank. Then click 'Open' and 'Next'.

IMPORTOFXQUICKBOOKSONLINE Step 5: Browse a QFX Quickbooks Online

Review that OFX file you are going to import: file name, Account ID, Account Type and Date range.

IMPORTOFXQUICKBOOKSONLINE Step 6: review QFX file Quickbooks Online

If everything matches as you expected, select Quickbooks account you want to import your data into. Then click 'Next'.

IMPORTOFXQUICKBOOKSONLINE Step 7: Select an account Quickbooks Online

Then click 'Let's go!'.

IMPORTOFXQUICKBOOKSONLINE Step 8: click Let's go Quickbooks Online

Now your OFX file is imported. Click 'For Review'. The Payee name from the OFX file is shown under Description column.

IMPORTOFXQUICKBOOKSONLINE Step 9: description column Quickbooks Online

The Payee column is empty because it is Vendor records in Quickbooks. Some Vendor records will be automatically matched, some are not. This is a new account, there are no Vendors records yet, so nothing is matched.

IMPORTOFXQUICKBOOKSONLINE Step 10: payee column Quickbooks Online

Select Vendor/Payee.

IMPORTOFXQUICKBOOKSONLINE Step 11: select vendor Quickbooks Online

Confirm the Category, which is expense or income account. Click 'Add' to add the transaction to the register. Continue for all transactions.

IMPORTOFXQUICKBOOKSONLINE Step 12: select category Quickbooks Online

Let's say you realized, that it is incorrect imported OFX file or something wrong with a file, and you don't want those transactions to be here. So, select all transactions.

IMPORTOFXQUICKBOOKSONLINE Step 13: select all Quickbooks Online

Then select 'Batch actions' and click 'Exclude Selected'.

IMPORTOFXQUICKBOOKSONLINE Step 14: click exclude selected Quickbooks Online

Go to 'Excluded'. Select all of them again.

IMPORTOFXQUICKBOOKSONLINE Step 15: excluded Quickbooks Online

Then select 'Batch actions' and click 'Delete'.

IMPORTOFXQUICKBOOKSONLINE Step 16: del transactions Quickbooks Online

So, this way, you completely delete those transactions from Quickbooks Online.

IMPORTOFXQUICKBOOKSONLINE Step 17: four transactions deleted Quickbooks Online

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