Import a QBO file into Xero

Xero is Online accounting system and it can import QBO files

This tutorial shows how to import a QBO file into Xero. If your Bank provides a QBO file, you can just download and upload it into Xero. If your Bank provides different formats, let's say QIF format or PDF format, you can use a ProperSoft converter, for example, Bank2QBO converter to convert to the QBO file and then import into Xero. IMPORTANT: Bank2QBO is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.

To import a QBO file, login into Xero. Click on 'Accounting' - 'Bank accounts'.

IMPORTQBOXERO Step 1: Accounting Xero

Then look for the account you want to import your transactions into and click 'Manage Account' - 'Import a statement'.

IMPORTQBOXERO Step 2: Manage Account Xero

Click the 'Browse' button.

IMPORTQBOXERO Step 3: Browse Xero

And select a QBO file.

IMPORTQBOXERO Step 4: select a QBO file Xero

Then click 'Import'.

IMPORTQBOXERO Step 5: import Xero

And now your transactions are imported. You have to match them to Vendor records or Payee inside your system. And you have to select expense/income accounts.

IMPORTQBOXERO Step 6: choose account Xero

And then you click 'Add details' to actually add transactions to the register.

IMPORTQBOXERO Step 7: Add details Xero

Let's say you realized, that it is an incorrect imported QBO file or something wrong with a file, or you don't want those transactions to be here. So, click on 'Bank statements'.

IMPORTQBOXERO Step 8: Bank statements Xero

Then select all the accounts.

IMPORTQBOXERO Step 9: select all accounts Xero

And click 'Delete'.

IMPORTQBOXERO Step 10: delete all accounts Xero

So, this way you delete all those transactions you just imported.

IMPORTQBOXERO Step 11: deleted transactions Xero

See this tutorial as a video:

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