Import a QBO file into Xero - ProperSoft

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 QBO file, you can just download and upload into Xero. If your Bank provides different formats, let's say QIF format or PDF format, you can use ProperSoft converter, for example, Bank2QBO converter to convert to the QBO file and then import into Xero.

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 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

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