How to import a QBO file into Quickbooks Desktop – ProperSoft

How to import a QBO file into Quickbooks Desktop

Import created QBO file into Quickbooks for Windows

Use the Transactions app to convert your transaction files to required by your account software file format .
Follow the steps below for the Windows version, followed by the Mac adaptation .
When the QBO file is created, switch to Quickbooks and consequence created QBO file. Before import, make certain that the account you need to import into doesn ’ triiodothyronine have the yellow mint icon. Click ‘Lists ‘ – ‘Charts of Accounts ‘ .
Bank2QBO Windows Step 8: chart of Accounts in Quickbooks

If you have the picture, it means the account is on-line linked to direct download. You need to disconnect first to import a QBO file .
Bank2QBO Windows Step 9: yellow strike icon in Quickbooks
To disconnect, right-click – ‘Edit Account ‘ .
Bank2QBO Windows Step 10: edit Account in Quickbooks
then snap on ‘Bank Feed Settings ‘ and ‘Deactivate All Online Services ‘ foremost if needed. Check there is no yellow icon after the change. After disconnecting the bill from on-line services, you can import a QBO file .
Bank2QBO Windows Step 11: deactivate all online services in Quickbooks
To import a QBO file, select ‘File ‘ – ‘Utilities ‘ – ‘Import ‘ – ‘Web Connect Files ‘, select created QBO file .
Bank2QBO Windows Step 12: file, utilities, import in Quickbooks
And select an existing account to import transactions. Check bank pronounce, Account Type, Account number to select the chastise Account in Quickbooks. then click the ‘Continue ‘ clitoris .
Bank2QBO Windows Step 13: select an existing account in Quickbooks
now your data is imported .
Bank2QBO Windows Step 14: data is imported in Quickbooks
Click on ‘Transaction List ‘ to review transactions. Assign Vendor Records and expense/income accounts before adding transactions to the register .
Bank2QBO Windows Step 15: click on transaction list in Quickbooks
‘Downloaded as ‘ column shows Payee names from the QBO file. And the ‘Payee ‘ column is empty. It shows Vendor Records. When you choose a seller Record, for the Payee from the QBO charge, QuickBooks will remember your choice for the future QBO meaning .
Bank2QBO Windows Step 16: downloaded as column in Quickbooks
Click ‘Show Bank Memo ‘ to see the description to the ‘Bank Memo ‘ column .
Bank2QBO Windows Step 17: bank memo in Quickbooks
once Vendor Records and Account are set, you can add transactions to the register. The rename convention creation dialogue will show up after to use for the next time.

Bank2QBO Windows Step 18: add transactions to the register in Quickbooks

Import created QBO file into Quickbooks for macOS

When the QBO file is created, switch to Quickbooks and significance created QBO file. Before import, make sure that the account you need to import into doesn ’ deoxythymidine monophosphate have a bluing ball icon. Click ‘Lists ‘ – ‘Charts of Accounts ‘ .
Bank2QBO Mac Step 8: Chart of Accounts in Quickbooks
If it has a gloomy ball icon it means the account is on-line linked to direct download. You need to disconnect first to import a QBO file .
Bank2QBO Mac Step 9: blue ball icon in Quickbooks
To disconnect, right-click – ‘Edit Account ‘ .
Bank2QBO Mac Step 10: edit account in Quickbooks
then snap ‘Online Settings ‘ and choose ‘Not enabled ‘ and snap ‘Save ‘ .
Bank2QBO Mac Step 11: not enabled in Quickbooks
then click ‘Ok ‘. Check there is no blue ball after the change. After disconnecting the bill from on-line services, you can import a QBO file .
Bank2QBO Mac Step 12: disabling an account in Quickbooks
To import a QBO file, select ‘File ‘ – ‘Import ‘ – ‘From Web Connect ‘, select created QBO file .
Bank2QBO Mac Step 13: file, import in Quickbooks
And select an existing account to import transactions. It shows Account ID, Account Type and it offers you to choose an existing Account. Click the ‘Continue ‘ button .
Bank2QBO Mac Step 14: select an existing account in Quickbooks
now your data is imported. Assign Vendor Records and expense/income accounts before adding transactions to the register .
Bank2QBO Mac Step 15: data imported in Quickbooks
‘Downloaded Payee ‘ column shows Payee names from the QBO file. And the ‘Payee ‘ column is evacuate. It shows Vendor Records. When you choose a seller Record, for the Payee from the QBO file, QuickBooks will remember your option for the next QBO spell.

Bank2QBO Mac Step 16: downloaded payee in Quickbooks
once Vendor Records and Account are set, you can add transactions to the register. The rename govern creation dialogue will show up after to using it the future time .
Bank2QBO Mac Step 17: Assign Vendor Records in Quickbooks

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