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marco-isaja-gmai
Level 1

Import qb files

How to import qbo files?
2 Comments 2
Chrea
Level 6

Import qb files

Do you need to import *.qbo from your bank or else?

ShyMae
QuickBooks Team

Import qb files

Hello, Marco. I acknowledge the importance of keeping your financial records organized and accurate. I have the steps to import your files into QuickBooks. I'll show you how to do it. 

Before anything else, I would like to ask if you're trying to import your bank data manually in QBO file format. If so, here are the steps to get you going:
 

  1. Go to the Transactions menu, then the Bank Transactions page. 
  2. Tick the blue tile for the account you want to upload the transactions to.
  3. Click the Link account dropdown. Upload from file.
  4. Drag and drop or select files. Pick the file you downloaded from your bank. Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions to. Press Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Continue.
  7. Choose the transactions you would like to import and Continue.
  8. Hit Yes. When you accept it, click Done.
     



Refer to this article for more information: Manually upload transactions into QuickBooks Online.

If you mean to import your other data, transactions, or lists, you'll need to save them as a CSV, Google Sheets, or an XLS/XLSX  file to transfer them into the system. 

The following data you can import are your Bank Transactions, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, Bills, and Journal Entries. See this article for more information: Common questions about importing data.


To proceed, head to the Gear icon, then select Import Data. Please see the attached visual example. 

 

If you're trying to transfer your QuickBooks data from one company to another, here's an article for reference: Move your lists to QuickBooks Online.


You might want to check out these resources in the future to help you manage your bank transactions:

 

I'm committed to supporting you and helping us find the best path forward. Smoothly managing finances is our top priority, and I want to ensure you have all the assistance you need to keep your operations running effectively. I wish you a seamless process as you go through the steps above, Marco.