Import a QFX file into Xero - ProperSoft

Import a QFX file into Xero

Xero is Online accounting system and it can import QFX files

This tutorial shows how to import a QFX file into Xero. To import a QFX file, login into Xero. Click on 'Accounting' - 'Bank accounts'.

IMPORTQFXXERO Step 1: Accounting Xero

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

IMPORTQFXXERO Step 2: Manage Account Xero

Click the 'Browse' button.

IMPORTQFXXERO Step 3: Browse Xero

And select a QFX file. You can download it from your Online banking. Bank often provides QFX files, they also called Quicken files. If your Bank doesn't provide or provides different formats, let's say PDF format or QFX format, you can use Bank2QFX converter from ProperSoft and convert that file to the QFX format first and then import into Xero.

IMPORTQFXXERO Step 4: select a QFX file Xero

Then click 'Import'.

IMPORTQFXXERO 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.

IMPORTQFXXERO Step 6: choose account Xero

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

IMPORTQFXXERO Step 7: Add details Xero

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

IMPORTQFXXERO Step 8: Bank statements Xero

Then select all the accounts.

IMPORTQFXXERO Step 9: select all accounts Xero

And click 'Delete'.

IMPORTQFXXERO Step 10: delete all accounts Xero

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

IMPORTQFXXERO Step 11: deleted transactions Xero

Related articles