How to import the QBO file into QuickBooks
QuickBooks Online
- Go to Transactions, then Bank transactions.
- Open the Link account menu and choose Upload from file.
- Select the .qbo file you downloaded here.
- Pick the QuickBooks account the transactions belong to.
- Review the transactions in the For review tab and add or match them.
QuickBooks Desktop
- Back up your company file first.
- Go to File, then Utilities, Import, Web Connect Files.
- Select the .qbo file you downloaded here.
- Choose an existing account or create a new one.
- Review the transactions in the Bank Feeds Center.
If the account is already connected to online banking, QuickBooks Desktop may ask you to disconnect it before importing.