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Intuit

Import bank transactions in batches

There are multiple ways to importing mass transactions into QuickBooks Online.

Import a Web Connect file from your financial institution

Many financial institutions offer the ability to download your transactions to a .QBO, .QFX, or .OFX file. These files can contain up to nine prior months of transactions. For more details, see upload more than 90 days of bank transactions through Web Connect.

Import an Excel file

Cheques and deposits can be imported into QuickBooks Online via an Excel spreadsheet. For more details, see import bank transactions from Excel CSV file to QuickBooks Online.


Use a 3rd-party import tool

These 3rd-party tools are developed to provide features that aren't currently built into QuickBooks Online.





For options, check out the Intuit Appcenter.

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