Import a QBO file into Quickbooks Online - ProperSoft

Import a QBO file into Quickbooks Online

QBO files are Web Connect files similar to direct online download

This tutorial shows how to import a QBO file into Quickbooks Online.

Login into Quickbooks Online to import a QBO file and click on 'Banking'.

IMPORTQBOQUICKBOOKSONLINE Step 1: Banking Quickbooks Online

If you have the account already created, select that account. Look for the 'File Upload' button and click on it.

IMPORTQBOQUICKBOOKSONLINE Step 2: File Upload Quickbooks Online

Look for the 'Browse' button.

IMPORTQBOQUICKBOOKSONLINE Step 3: Browse Quickbooks Online

Click on it to browse for the QBO file. Then click 'Open' and 'Next'.

IMPORTQBOQUICKBOOKSONLINE Step 4: Browse a QBO Quickbooks Online

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

IMPORTQBOQUICKBOOKSONLINE Step 5: review QBO file Quickbooks Online

If everything looks good and this is correct QBO file, select Quickbooks account you want to import your data into. Then click 'Next'.

IMPORTQBOQUICKBOOKSONLINE Step 6: Select an account Quickbooks Online

Then click 'Let's go!'.

IMPORTQBOQUICKBOOKSONLINE Step 7: click Let's go Quickbooks Online

Click 'For Review'. You can see four transactions are imported. The Description is actually Payee name from the QBO file. The Payee column is empty because this is Vendor records in Quickbooks to match. Now you have to categorize the transactions and match them to Vendors or Payees. Click on the transaction.

IMPORTQBOQUICKBOOKSONLINE Step 8: four transactions Quickbooks Online

And then select Vendor records and Category, which is expense or income account.

IMPORTQBOQUICKBOOKSONLINE Step 9: select category Quickbooks Online

Click 'Add' to add the transaction to the register. Continue for all transactions.

IMPORTQBOQUICKBOOKSONLINE Step 10: add Quickbooks Online

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

IMPORTQBOQUICKBOOKSONLINE Step 11: select all Quickbooks Online

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

IMPORTQBOQUICKBOOKSONLINE Step 12: click exclude selected Quickbooks Online

Go to 'Excluded'.

IMPORTQBOQUICKBOOKSONLINE Step 13: excluded Quickbooks Online

Select all of them again and then select 'Batch actions' and click 'Delete'.

IMPORTQBOQUICKBOOKSONLINE Step 14: select again and del Quickbooks Online

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

IMPORTQBOQUICKBOOKSONLINE Step 15: four transactions deleted Quickbooks Online

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