Import into QuickBooks Online, Xero, Sage or your accounting software
Bank2QBO converter from ProperSoft converts bank, credit card files in OFX, QIF, QFX format to the QBO format. In addition, It can open an incorrect QBO file as well and make it follow the QBO specification.
QuickBooks Desktop (PC or Mac) import QBO (Web Connect) files. QuickBooks Online, Xero import QBO files as well.
QuickBooks Online imports QBO files and sometimes QuickBooks may refuse to import your QBO file. Use Bank2QBO to make your QBO files importable. You may also use Bank2QBO to review existing QBO files (look what is inside an QBO file)
Quicken for PC/Windows allows to export transactions as the QIF format (export each account separately to make your conversion process easier), and then use Bank2QBO to convert to OFX and then import into QuickBooks or QuickBooks Online.
Note: QuickBooks Desktop or QuickBooks Online does not import category details through a QBO file (or another format like CSV/QFX/OFX as these formats do not carry the category details). The reason for that is the following: QuickBooks links every transaction to a vendor record, and an expense/income account and these accounting details are available in QuickBooks. The matching process (the review after import) is simple, and QuickBooks learns from you as you work with your transactions.
Once you have QIF file exported from Quicken on PC, you can use Bank2QBO to convert QIF files to the QBO format compatible with Xero accounting system.
Similar to QuickBooks Online above, Xero provides an interface to review/match transactions after import.
Unlike QuickBooks Online, Xero supports additional columns like Reference and Check the number on CSV files, and Bank2QBO provides values for these columns as long as the source has the details. The reference is usually available in OFX/QFX/QBO files and the check numbers are available in OFX/QFX/QBO/QIF files. QIF files combine the Reference/Check number and usually have the check number available. Bank2QBO parses all compatible/importable details and saves them in the CSV file.
ProperSoft provides free trial (10 transactions limit on the output file) and free support before purchase for all converters, you can verify ALL transactions inside the converter before converting and create a sample file to import into your accounting software to verify before purchase the converter is working. On top of that, we offer 14 days money back guarantee should you experience any issues after purchase and we cannot resolve them for you.
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Ease of use, intuitive interface, simple & straightforward, VERY cost effective. Support has been very good for me, always responsive and helpful. A joy to work with. Further, it is very important to note that when a customer buys the solo product, there is an upgrade option for a small additional amount for the entire suite of products. That has been the best way to go for me and my firm and is very much worth it. Clients also greatly appreciate the quick turnaround from when they provide their source info to our firm, with the ability to get them information far sooner than manual entry would permit or allow us to do. I recommend this product and company highly to my peers and colleagues on a regular basis.Michael Hemmelgarn (Owner), MHA Tax & Consulting Service from G2Crowd
Hi, I’m Sergiy Tytarenko.
I write converters for transactional formats since 2008 and know about all issues and problems QuickBooks, Quicken, Xero and other accounting software have when it comes to importing your transactions.
I live in Whitby, Ontario, Canada since 2003 and originally from Ukraine.