QuickBooks import guides

Free, practical guides on getting bank statements into QuickBooks — CSV, PDF, QBO/OFX and the errors in between.

• Fix .qbo import errors
  Why QuickBooks rejects a .qbo (Web Connect) file with an INTU.BID or “bank not authorized” error, and how to fix each cause.
• Import a CSV into QuickBooks Online
  Step-by-step: format a CSV bank statement so QuickBooks Online accepts it, plus the common errors and when a QBO/OFX file works better.
• Convert a PDF statement to QBO
  You can't import a PDF statement into QuickBooks directly. Here's how to get transactions out of a PDF and into a QBO/OFX file that imports cleanly.
• Convert CSV to OFX
  What OFX is, why accounting software imports it more reliably than CSV, and how to turn a CSV of transactions into an OFX file.
• Convert QFX to QBO
  QFX is Quicken's Web Connect format and QuickBooks won't import it directly. Here's the difference and how to get Quicken transactions into QuickBooks.
• Import into QuickBooks Desktop
  Step-by-step: importing a .qbo Web Connect file into QuickBooks Desktop, the requirements, and the errors that block it.
• Import PNC / US Bank
  If a direct bank feed isn't available for PNC or US Bank, here's how to download the statement and import the transactions into QuickBooks.