importing quickbooks desktop for mac to quickbooks online

If the account has a blue ball icon, it would not be listed here.

Before importing any file (IIF file, QBO file, QBJ file) into Quickbooks, make sure to backup your Quickbooks company data file.

Or you could have it from PDF or CSV file or another format, using a utility like a ProperSoft converter, for example, CSV2QBO, Bank2QBO.

Go to for all utilities, and select I want to create a QBO file.

Now right-click on the QBO file - select Open With - TextEdit.

QBO file is a text file, so you can view it at any text editor.

But if you use ProperSoft utility you could find that Bank ID and check if your Bank is allowed.

If your QBO file stopped importing, maybe your Bank ID or INTU.BID ID is not allowed anymore for your Bank.

If you are importing for different accounts, you have several QBO files.

It has to be the same number for the QBO files for the same account.

For example, you have three QBO files for one account and two QBO files for another account.

So, those three must have the same account IDs same number and another two must have another, but the same account ID for those two.

You can not import a QBO for Credit Card into the Checking account, you can not import a QBO for Checking into Credit Card account in Quickbooks.

If you have an incorrect Account Type in your QBO file, downloaded from your bank, you can use Bank2QBO utility to change the Account Type.

This is the one transaction statement (starts from statement and ends by a statement with a slash), which has a Date, Amount, also there is could be Payee or Memo.

So, in our example, the transaction is an expense and it must be negative.

Some Credit Card companies supply the CSV files in the opposite way, for example, expenses or charges are positive and payments to the account are negative.

Dont pay attention, when you convert CSV to QBO, and then you convert charges as positive, then they will go on QBO file as positive.

So if you forget to do this reverse and then you imported that file, you could easily restore from backup.

Online Account Information shows us a Bank name - Wells Fargo Bank, how the account was connected, defined by INTU.BID value, Account Number - it could be different from what you have in the actual account settings and the Account Type.

After disconnecting the account from Online Services, you can import a QBO file.

In this example, we have already a QBO file at the beginning of this tutorial.

Select an existing account (Checking) to import transactions.

Importing Quickbooks Desktop For Mac To Quickbooks Online