Import a QBO/QFX/OFX file into Quickbooks Online

This tutorial shows how to import a QBO or QFX or OFX file into Quickbooks Online. Quickbooks Online imports OFX, QBO, QFX, and CSV files. If your transactions are in one of these formats, try to import it 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.

Then select an account you want to import your data into.

Look for the 'File Upload' button and click on it.

Look for the 'Browse' button and click on it.

Select a QBO/QFX/OFX file you created or you downloaded from your Bank. Then click 'Open' and 'Next'. Review the OFX or QFX or QBO file you are going to import: filename, Account ID, Account Type, and Date range.

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 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.

Select Vendor/Payee.

Confirm the Category, which has expense or income account selections. Click 'Add' to add the transaction to the register. Continue for all transactions.

Rollback imported 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.