Import a QFX file into Kashoo - ProperSoft

Import a QFX file into Kashoo

Kashoo is Online accounting system

This tutorial shows how to import a QFX file into Kashoo. First, you need to login into Kashoo. Then click on 'Banking'.

IMPORTQFXKASHOO Step 1: Banking Kashoo

Select the Bank or Credit Card account.

IMPORTQFXKASHOO Step 2: select bank account Kashoo

Click the 'Browse' button.

IMPORTQFXKASHOO Step 3: browse Kashoo

And select a QFX file.

IMPORTQFXKASHOO Step 4: select a QFX file Kashoo

Then click 'Upload'.

IMPORTQFXKASHOO Step 5: upload Kashoo

Now transactions are imported. You have to categorize them. Select 'Add Expense'. Then choose 'Supplier' and 'Account' (what is the Expense Account). Then click 'Add Statement'. And continue for all transactions. So, this way, you'll process them all.

IMPORTQFXKASHOO Step 6: add expense Kashoo

If you realized, that it is incorrect statement, click on 'Remove Unmatched Rows'.

IMPORTQFXKASHOO Step 7: Remove Unmatched Rows Kashoo

And all those transactions will be gone.

IMPORTQFXKASHOO Step 8: deleted transactions Kashoo

Related articles