How to Import a QBO File into QuickBooks Online?

Q: Can you throw some light on QBX format of the file?

QBX file is used by QuickBooks in " Direct Connect " and " Web Connect " Features to exchange financial information over the internet.

A QuickBooks Online file is nothing but a download copy of your bank activity from your online banking account into the QuickBooks Bank feed view section. With the help of QuickBooks online file in the QuickBooks, you will be able to download the bank transactions in the QuickBooks GL without much hassle. So, let us look into the process steps of importing a QBO File into QuickBooks Online.

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Table of Contents

Process Steps for Importing QBO File into QuickBooks Online

You can refer to below steps to Import the QBO File in QuickBooks Online:

Step 1. At the start, Login into QuickBooks Online and then click on Banking. Select the account your must have created earlier.

Step 2. Now look for the File Upload button at the top right corner of the screen. Refer to below image.

Step 3. Now Click on Browse and Select the QBO File and then Click Open and Next.

Step 4. Ensure to Review Your QBO File by Filename, Account ID and Type, and Date Range, etc.

Step 5. If everything Seems fine, Click on Next to Import Your QBO File, and after that Click on Next.

Step 6. Now you will be able to see the downloaded bank activity in the ‘For Review‘ tab. Herein you will have to categorize the Transactions and match them to vendors.

The above process will help you out, in seamlessly completing the import of QBO file, but let us also look into some frequently asked questions to have a little bit more clarity on related issues and queries.

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Frequently Asked Questions (Faqs)

How can I open the QBO file in QuickBooks?

You need to go to Banking menu > Bank Feeds > Import – Web connect files. Now select the saved QBO file and click on Open.

Can I open QBB files without QuickBooks?

Yes, you can, you need to go to the QuickBooks Desktop > go to the company file and click on the file and then choose Open and browse for the company file and click Open again. Now switch to single-user mode from the file option and click on export and export the data to excel and at last click on OK.

What do you mean by QBO format of the file?

QBO file is nothing but a kind of web file used by QuickBooks software, it comprises the electronic bank statement that is downloaded from the online banking website.

Can you throw some light on QBX format of the file?

QBX file is used by QuickBooks in “Direct Connect” and “Web Connect” Features to exchange financial information over the internet.

What is the Difference between QBX and OFX file?

The difference between QBX and OFX file is that the QBX file is that it is a standard OFX file with additional fields for supporting the license fees that institutions pay to Intuit while the OFX file is free. Both the files are used to exchange financial information over that internet by QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice

Receive Payment

Estimate

Credit Memo/Return Receipt

Sales Receipt

Sales Order

Statement Charge

Vendor Transactions

Bill

Bill Payment

Purchase Order

Item Receipt

Vendor Credit

Banking Transactions

Check

Journal Entry

Deposit

Transfer Funds

Bank Statement

Credit Card Statement

Credit Card Charge

Credit Card Credit

Employee Transaction / List

Time Tracking

Employee Payroll

Wage Items

Others

Inventory Adjustment

Inventory Transfer

Vehicle Mileage

Technical Details

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing

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Pricing includes coverage for users

Services Include:
Unlimited Export
Unlimited Import
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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Frequently Asked Questions

How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.

How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.

Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.

Why should do you change the Employee status instead of deleting them on QuickBooks?

What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.