Then click 'Save and Close' and 'Ok' buttons. Then click on 'Bank Feed Settings' and 'Deactivate All Online Services' first if needed. To disconnect, right-click - 'Edit Account'. You need to disconnect first to import a QBO file. Click 'Lists' - 'Charts of Accounts'.īecause if you have the icon, it means the account is online linked to direct download.
Click 'File' - 'Back Up Company' - 'Create Local Backup'.Ĭheck that account you need to import into doesn’t have the yellow strike icon. Before importing a QBO file make sure to backup your data file. Now the QBO file is created, let's switch to Quickbooks and import created QBO file. And for the UK edition, GBP currency must be set.Ĭlick the 'Convert' button to create a QBO file. For the Canadian edition, you can use USD and CAD. For multiple accounts, use a different Account ID for each account.Ĭurrency should be USD even for non-USD accounts for Quickbooks US edition. Account ID must be all digits for Quickbooks. Set the Account ID (number) and the Account Type. Keep the default value if your bank is not listed (3000-Wells Fargo or any allowed bank). You can try to locate your bank, make sure a bank you choose supports the account type you are converting for.
The INTU.BID value defines the bank label shown during import. Set INTU.BID number to match your bank or use a default value. Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly.
#Restores the back up into quickbooks desktop for mac download#
Download it from the OFX2QBO download page. Make sure you are using the latest version of OFX2QBO.
Follow the steps below for the Windows version, followed by the Mac version.
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