Import a QBO,QFX,OFX or CSV file into Quickbooks Online

This tutorial shows how to import a QBO, QFX, OFX or CSV file into Quickbooks Online that imports all these formats. If your transactions are in one of these formats, try to import them into Quickbooks Online. If the import fails or you have transactions as a PDF, QIF, or MT940 file, use the ProperConvert app to convert it to an importable OFX file. See it as a video at the end of this article.

IMPORTANT: if your need to import check numbers, use OFX, QFX, QBO format, as Quickbooks Online imports only date, amount, description for CSV files. Use the ProperConvert app to convert to required format.

Step 1: Access the Banking section in Quickbooks Online.

Login into Quickbooks Online to import an OFX, QFX, or QBO file, and click on 'Banking'.

quickbooks online banking

Step 2: Select an account to import transactions.

You can select bank or credit card account where you want to import your data.

quickbooks online banking select an account

Step 3: Browse for a OFX, QFX, QBO, CSV file, verify it and upload.

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

quickbooks online banking upload a file

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

quickbooks online browse for a file

Step 3.1: Check OFX, QFX, QBO file account id and account type

Select a QBO, QFX, OFX or CSV file you created or you downloaded from your bank. Then click 'Open' and 'Next'. Review the attributes of the file you are going to import: filename, Account ID, Account Type, and Date range to make sure you are importing a right file.

quickbooks online verify uploaded file

Step 3.2: Map and config the CSV file

For CSV file, extra step is added to map column and confirm date format: confirm date, amount and description columns and confirm the date format.

quickbooks online map csv file

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

quickbooks online select a destination account

Step 4: Review imported transactions and match vendors and categorize

Now your OFX, QFX, QBO, CSV file is imported. Click 'For Review'. The Payee name from the OFX file is shown under the Description column.

The Payee column is empty because it is Vendor records in Quickbooks. Some Vendor records will be automatically matched, some are not. This is a new account, there are no Vendor records yet, so nothing is matched.

quickbooks online assign payee is description

Select Vendor/Payee.

quickbooks online assign vendors

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

quickbooks online assign categories

Rollback imported transactions (Optional)

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

quickbooks online select imported transactions

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

quickbooks online exclude transactions

Go to 'Excluded'. Select all of them again.

quickbooks online select excluded transactions

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

quickbooks online delete excluded transactions

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

Related articles