Exporting account transactions from your OFX account to QuickBooks Online involves several steps to ensure compatibility and accuracy. We recommend setting up your Bank Feed integration for day-to-day importing of transactions into QuickBooks Online. Read this how-to article for a step-by-step guide to setup the Bank Feed integration.

Why is this page important?
Exporting and importing transactions accurately ensures your accounting records in QuickBooks Online reflect your actual financial activity, supporting effective bookkeeping and reporting.

Next Steps:

1. Log into your OFX account.

2.  Navigate to "Accounts" section from the left side bar menu.

3. Click on “Export”. 

4. Configure export settings:

a. Select which data you'd like to export. For account transactions, click on "Transactions". 

b. Select QuickBooks as the provider under the "Select a provider to export to" dropdown.

c. Select a timeframe.

d. Select the currency wallet account you wish to export from the dropdown.

e. Select file format as .CSV. 

f. Select applicable event types.

g. Click on "Export". 

h. A confirmation message is displayed confirming that the export has been completed.

5. Log into QuickBooks account.

6. Navigate to "Transactions > Bank Transactions >".

7. Click on "Link account". Select "Upload from file" from the dropdown.

8. Upload the CSV file. You can either drag and drop the file or upload it.

9. Click on "Continue" to progress. 

10. Select a QuickBooks account for the bank file you want to upload or click "Add new" to create a new account if it's your first time importing.

11. Click on "Continue".

12. Confirm the format of the data. Ensure the date format is set to  (“YYYY-MM-DD”). Once everything is verified, click “Continue”. 

13. Select keep original values as the export is already in the correct format.

14. Choose the transactions you want to import. 

15. Click on "Continue". 

16. Select "Yes" to complete the import.

17. A confirmation message is displayed, confirming that the import has been successfully completed. Click on "Done".

Related FAQ Articles:

• How can I manually import expenses into QuickBooks Online?

• How do I connect my OFX account to QuickBooks Online?

• What data is synced when I connect to QuickBooks Online?

• How can I refresh accounting data from QuickBooks Online?

• How can I manually import expenses into QuickBooks Online?