How to Import a QBO File into QuickBooks Online? [Latest update]

There are millions of small and medium businesses around the world using QuickBooks Online. Users may access QuickBooks whenever they want, from anywhere, which makes running a business much simpler. However, many users still use QuickBooks desktop, and they believe that switching from QuickBooks desktop to QB Online is difficult and risky since data can be lost. However, this is not the case because QuickBooks Online has several benefits and the entire procedure is simple.

Benefits of Converting to QBO from QuickBooks Desktop

• One advantage of switching from QuickBooks Desktop to QuickBooks Online is that it is free to do so. Data importation into the online version is free with Intuit.
• Reports from the current year and the preceding year can simply be compared.

Methods For Adding QBO Files To QuickBooks Online

Can QBO File Be Imported Into QuickBooks Online? I asked my company's IT guy a straightforward query. He claims that there are times when he must create an API or other type of integration software. I was quite embarrassed when my company's bookkeeper quit, and I need to review all of this year's transactions so that I can complete the QuickBooks Reconciliation process without any problems. In addition, I discovered that Intuit already has answers. Below, I'll explain in more than four different ways. First, recognize what it is. QBO file and its significance. Online banking transactions are stored as Web Connect files with QBO extensions, which you must import into QB Online. The steps to import a QBO file into QuickBooks Online are listed below.

Four Easy Steps to Import QBO Files into QB Online

Step 1: Getting the QBO files to download

• From the menu bar, choose Baking.
• Select Bank Feeds
• To click import Web Connect files.
• Which the file you want to import, select it
• Select "Open"
• The following prompt will ask you to choose a bank account, and you can
  • Utilize a current QB account
  • Make a fresh one.
• Then click next. When the necessary information has successfully read to QB, you will notify.
• Hit OK.
• Go to the Bank Feeds Centre and review your information there.

Step 2: By accessing QB Online

• Access QB Online
• Select Banking
• If an account has already been created, choose it or create a new one.
• Locate and choose File Upload
• Choose Browse
• Select the file.
• Click next after selecting Open.
• Examine the import data, which includes account information such as ID, type, and date range.
• If everything is well, choose the QB account you wish to import the data into.
• Select Next
• Please press Go.
• Select For Review, then list the fields.
• Click Add to add new transactions.
• If you discovered inaccurate data and decide not to maintain certain transactions on the list of imported items, you can: 
  • Select batch operations.
  • Click on Exclude Selected
  • Browse to Excluded
  • Select them all again
  • Select batch operations.
  • These transactions will be removed after you click

Process of QBO Import for Windows USER

Step 3: For windows

1. Check for the yellow strike icon on the account even before the import procedure begins. For that:
   1. Choose Lists
   2. Select a chart of accounts.

If the icon is present, the account has the ability to perform a virtual direct download. So disconnecting the settings would be the first step. For that:

• Right-click Edit Account.
• Select Bank Feed Options
• Deactivate All Online Services by clicking it.
• One more time, look for the yellow strike icon.
• Move now to File
• Click
• Select Import
• the Web Connect Files link
• Select the QBO file you want to import.
• Check the data in the chosen account.
• Select "Continue"
• Your information is imported
• By selecting Transaction List, examine the imported transactions.

How to Import QBO Files on a MAC user

Step 4: For MacOS

1. Verify the account against the blue ball icon before starting the import. Follow Step 1 (A-B) of Step 3 and then:

• Right-click Edit Account.
• Selecting Online Settings
• Select not enabled.
• Press "Save"
• Input OK.

Last words!

Because using QuickBooks Online is so much more convenient than using the desktop version, more and more people are doing so nowadays. You may hopefully convert your QuickBooks Desktop to QuickBooks Online by using the procedures provided.

If you run into any difficulties while completing these procedures or if you are unable to do so, call our QuickBooks Error Support team for prompt assistance from the best accounting professionals situated in the US. Call our helpline right now to speak with our QuickBooks online support experts, who are accessible 24x7. i.e. +1 844-736-3955.