.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.
The Export button lives at the top-right of the page.
Export your transactions
1
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.
2
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.
3
Click Export
Click the Export button in the top-right corner of the page, then choose
CSV or QuickBooks (.qbo). Your browser will download a
transactions.csv or transactions.qbo file.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:
When the transaction occurred, formatted as
YYYY-MM-DD.A summary of the transaction.
The transaction amount in US dollars (e.g.
$1,234.56).The name of the account the transaction belongs to.