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.
Use the ProperConvert app to convert QBO to CSV. Other formats are supported as well.
Login into Quickbooks Online to import an OFX, QFX, or QBO file, and click on 'Banking'.
You can select bank or credit card account where you want to import your data.
Look for the 'File Upload' button and click on it.
Look for the 'Browse' button and click on it.
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.
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.
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!'.
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.
Confirm the Category, which has expense or income account selections. Click 'Add' to add the transaction to the register. Continue for all transactions.
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.
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.