Can You Import QBO files into Quickbooks Online? A simple question I asked my company,’s IT, guy. He says he needs some time to build some API or kind of integration software. I was very embarrassed my company bookkeeper left the company and I need to check all transactions for this year So I can perform the QuickBooks Reconciliation process without any issues. Moreover, I found that Intuit already has solutions, moreover below are more than four ways to explain. First, understand what is. QBO file and why it’s important. Web Connect files with QBO extensions are online banking transactions that you necessarily need to import into QB Online. Here are the steps using which you can import the QBO file into QuickBooks Online.
4 Methods Importing QBO Files in QB Online
Follow the steps below to Import the QBO File Into QuickBooks Online
Method 1: By downloading the QBO files
- Select Baking from the menu bar
- Choose Bank Feeds
- Click Import Web Connect Files
- Select the file you want to import
- Click Open
- For the Select Bank Account option that gets prompted next, you can
- Use an existing QB account
- Create a new one
- Click Continue. You will receive a notification that the required data has been read to QB successfully.
- Click OK
- Move to the Bank Feeds Center and review your data
Method 2: By logging in to QB Online
- First, Open your QBO account and Click on the Banking menu.
- After that Click on the Link Account drop-down.
- Then Tap on the Upload from File option
- Press Browse and select the file you want to upload.
- Select a QBO file from the list, then open it.
- Follow the on-screen instructions to map the fields.
- Select the transactions to import.
- Click on Yes then proceed.
- In case you found incorrect data and you don’t want to keep those transactions in the list of imported stuff, you can:
- Choose Batch actions
- Click on Exclude Selected
- Navigate to Excluded
- Select them all again
- Choose Batch actions
- Click Delete and those transactions will be deleted
Method 3: QBO Import Process For Windows USER
For Windows
- Even before the import process starts, check the account against the yellow strike icon. To do that:
- Select Lists
- Choose Chart of Accounts
If you see the icon, it will mean the account is equipped with the virtual direct download feature. Thus, the first step would be to disconnect the settings. To do that:
- Right-click Edit Account
- Choose Bank Feed Settings
- Click on Deactivate All Online Services
- Check for the yellow strike icon one more time
- Now move to File
- Click Utilities
- Choose Import
- Click on Web Connect Files
- Choose the QBO file to be imported
- Check the selected account and the data in it
- Click Continue
- Your data gets imported
- Review the imported transactions by choosing the Transaction List
MAC user also switch to QuickBooks Cloud Hosting safe environment , where they can user QB Non-MAC [Windows OS QuickBooks Desktop ]version also without any issue .
Method 4: For MAC User to Import QBO File
- Before beginning with the import, check the account against the blue ball icon. Follow Option 3 Step 1 (a-b), and then:
- Right-click Edit Account
- Choose Online Settings
- Click on Not Enabled
- Click Save
- Click OK
- Repeat the steps mentioned in Option 3 Steps 2-10
If you get stuck in any of the steps mentioned above, feel free to connect with experts on its “QuickBooks Support Phone Number.
Frequently Asked Question
How to import QBO files into QuickBooks Desktop?
To import a QBO file into QuickBooks Desktop: Go to the File menu and select Utilities, followed by Import, and then select the QBO file you want to import. QuickBooks will then guide you through the process of importing the file.
How to import a QBO file into QuickBooks Online?
To import a QBO file into QuickBooks Online, follow these steps:
✅ Log in to your QuickBooks Online account.
✅ Go to the Gear icon > Import Data.
✅ Select the type of data you want to import (e.g., bank transactions, invoices, customers, etc.).
✅ Click on “Browse” and select the QBO file you want to import. e. Follow the on-screen instructions to map the data and complete the import.
How to open QBO files in QuickBooks online?
To open a QBO file in QuickBooks Online:
✅ Go to the “Banking” menu and select “Banking.”
✅ Choose the account where you want to import the transactions and then click on the “File Upload” button.
✅ From there, you can select the QBO file you want to import.
How to import QBO files into QuickBooks?
To import the QBO file into QuickBooks:
✅ Click on the “Banking” menu and select “Bank Feeds.”
✅ Click on “Import Web Connect File” and select the QBO file to import.
✅ Follow the prompts to complete the import process.
How to import a QBO file into QuickBooks Desktop?
To import a QBO file into QuickBooks Desktop:
✅ Go to the “File” menu and select “Utilities” and then “Import”.
✅ Select “Web Connect Files” and click “Next”.
✅ Choose the QBO file you want to import and click “Open”.
✅ Map the account types and click “Continue” to import the file.
How to upload QBO files to QuickBooks desktop?
To upload a QBO file to QuickBooks Desktop, open the QuickBooks Desktop home page and select the File menu. Select Utilities and then select Import. Select the QBO file, then select the Browse button to search for the file. Select the file, then select Open. Finally, select OK to begin the import process.
