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April 10, 2023
Question

import qbo files into simple start from barclays

  • April 10, 2023
  • 1 reply
  • 0 views

How do i import qbo files from barclays Bank, I need to upload the previous years transaction as the bank only supplies limited transaction history, everytime i try i says invalid file.

1 reply

Angelyn_T
April 10, 2023

I can definitely help you with bringing your Barclays bank transactions into QuickBooks Online (QBO) Simple Start, @shaunppl12.

 

Usually, you can export your bank statements and upload them in a .CSV, .QFX, .QBO, .OFX, or .TXT format. You can do it by following these steps:

 

  1. Sign in to your QBO account.
  2. Click on Banking at the left pane, then go to the Banking page.
  3. Select Upload from file under the Link account dropdown menu.
  4. Tap on the Drag and drop or select files link.
  5. Follow the onscreen pop-ups to complete the process.

 

The error you've received can happen if the data isn't formatted correctly. At this time, you can review your file to point out the issue. 

 

Alternatively, you may use a CSV file to upload your bank entries to our system. With this, prepare either a 3 or 4-column format with the following information:

 

  • DateDescriptionAmount
  • DateDescriptionCreditDebit

 

I'm also adding this material for additional reference: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Moreover, you can run through the resources from this article for more hints while fetching your bank data into QuickBooks: Manually upload transactions into QuickBooks Online.

 

Once the transactions are available in QuickBooks, you're now ready to review and categorize them to the right accounts.

 

Thank you for adding your first post to the Community page. If you have follow-up questions, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!