.qbo) file directly from the transactions page. CSV works with any spreadsheet or accounting tool, while .qbo is intended for QuickBooks Online and QuickBooks Desktop.
Export your transactions
Choose your provider
Transactions are automatically filtered to your current provider. If you
manage multiple legal entities, use the provider switcher to select the
right one before exporting.
Apply filters (optional)
Use the Filters button to narrow the transactions shown on the page. You
can currently filter by account, with more filters coming soon. Any filters
you set will carry over to your export.
Importing into QuickBooks
In QuickBooks Online, open Transactions → Link account and click Upload from file. Select your.qbo file. In QuickBooks Desktop, use File → Utilities → Import → Web Connect Files and select the downloaded .qbo file.
What’s included in the export
- CSV
- QuickBooks (.qbo)
One row per transaction with the following columns:
Date
When the transaction occurred, formatted as
YYYY-MM-DD.Description
A summary of the transaction.
Amount
The transaction amount in US dollars (e.g.
$1,234.56).Bank Account Name
The name of the account the transaction belongs to.