What is QBO format & How to Import to QuickBooks through QBO Format

by James Antonio

QuickBooks is one of the leading accounting software which is developed to assist the business keep moving in the right direction. QuickBooks helps you to streamline your business and grow on. Many financial formats are available both desktop and online. There are many different accounting tools because of many accounting and bookkeeping needs companies and businesses have.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

The QBO (web connect ) format is majorly used for the bookkeeping is bank and credit card related activities. Some of the banks also allow downloading QBO files from online banking. Some of the banks provide the last 90 days for QBO files, CSV, or PDF files for the past 90 days.

Accounting software can import the transaction name as “statements“. It also helps in categorization some specific accounting rules of the clients that are not in knowledge of the bank.

.qbo file format is generally associated with the QuickBooks and QBO Files are one of the many web files used in QuickBooks software. It contains an electronic bank statement which is downloaded from the financial institution website. QBO file stands for the online Bank statement file. QuickBooks also contains many features and web-based attributes that enable online banking system transactions such as bill payments, online banking assessments, etc.

Format supported by QuickBooks

There can be many supported file format which is supported by the QuickBooks, however, some of the main formats are below mentioned :

  • QuickBooks 2018 – 2020 Desktop, windows for Mac, imports QBO(web connect) IIF and QBJ formats
  • All of the versions of QuickBooks import the IIF format
  • QFX, CSV, QBO and OFX formats are imported by the QuickBooks
  • QuickBooks 2013 – 2020 imports QBJ created by your accountant or through CSV2QBJ

How to import QuickBooks through the QBO format

The QBO format is a QuickBooks web connect format used to import the transactions into QuickBooks. QBO does not mean QuickBooks online. You can use the Bank2QBO to convert CSV, Excel, TXT, OFX, QBO, etc to QBO. QuickBooks Desktop imports the files through File Utilities import web connect format. QB online imports the QB files and QBO format is the format support by QB. QB online also import OFX and QFX. QuickBooks desktop imports QBO files into the Bank feeds center. After comporting the transaction you can review them and match to vendor records and assign expense account and after that transaction will be added to the register.

From the above information, it is decided that QBO format is one of the file formats which is very important for the QuickBooks. It is a file used by the QuickBooks program which is having an e-statement downloaded from an online account and used to import and synchronize online bank statements on the computer. Your QuickBooks version should not be old than 3 years to import QBO files. QBO files are very important under Bank feeds in QuickBooks where they matched the records of vendor and assign the income accounts.

Accounting Professionals, CPA, Enterprises, Owners

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Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

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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$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

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$499/- Per Year

Pricing includes coverage for users
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  • Upto 10 companies

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Accountant Pro

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$899/- Per Year

Pricing includes coverage for users
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

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$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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?

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.


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.

Get Support

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.

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

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