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Dec 5, 2022 6:22 PM UTC
Question

How do I transfer a .QBO (Amex bank transactions) file into Quickbooks Online?

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1 reply

Dec 5, 2022 9:13 PM UTC

Hi sivona shaw ca,

 

Welcome to the Community. It's essential to upload your banking transactions to keep your books up to date. QuickBooks Online is a great program that gives you the ability to simply track your sales and expenses. I'd be glad to point in right direction to import your Amex banking transactions into QuickBooks.

 

QuickBooks Online offers the option to manually import banking transactions using qbo,qfx,ofx or CSV excel file. You can export your bank transactions to one of these files and then import them into QuickBooks. For CSV excel file, I encourage you to review this article on how to format CSV files in Excel to get bank transactions into QuickBooks.

 

Once you have the file, I encourage you to refer to the following steps to import your transactions into QuickBooks.

 

  1. Click on the Gear icon
  2. Select Import data
  3. Select Bank data
  4. Upload your file and follow the prompts to complete the import

 

Let me know if you have any questions, I'll be happy to help.