Import a QBO/QFX/OFX file into Kashoo

This tutorial shows how to import a QBO/QFX/OFX file into the online accounting system Kashoo. Use the ProperConvert app to convert your transaction files to QBO or QFX or OFX format and import them into this accounting software.

Kashoo is an Online accounting system

First, you need to login into Kashoo. Then click on 'Banking'.

Select the Bank or Credit Card account.

Click the 'Browse' button.

And select a QBO/QFX/OFX file, then click 'Upload'.

Now transactions are imported. You have to categorize them. Select 'Add Expense'. Then choose 'Supplier' and 'Account' (what is the Expense Account). Then click 'Add Statement'. And continue for all transactions. So, this way, you'll process them all.

If you don't want to import certain transactions or you realized, that it is an incorrect statement, click on 'Remove Unmatched Rows'.

And all those transactions will be gone.