Import a QFX file into Quickbooks Online

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

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

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

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

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

Select a QFX file. You could have this QFX file, downloaded from your Bank or created with conversion software from different formats, let's say PDF format or QIF format you would use Bank2QFX converter from Propersoft and create a QFX file. IMPORTANT: Bank2QFX is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.

Then click 'Open' and 'Next'.

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

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

Then click 'Let's go!'.

Click 'For Review'.

You can see four transactions are imported. The Description column is actually the Payee column from the QFX file.

The Payee column is Vendor records or Payee in Quickbooks to match. We don't have any Vendors yet, so this column is empty. Click on the Payee column.

And then select Vendor/Payee.

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

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

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

Go to 'Excluded'.

Select all of them again.

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

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

See this tutorial as a video:

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