Available on Pro and above. There are two options:
QuickBooks Web Connect (.QBO), recommended
- No column mapping. QuickBooks reads money in and money out directly.
- Transactions land in Banking → For review, so nothing is added to the books until you accept it.
- Each transaction carries an ID, so uploading the same file twice doesn't create duplicates.
- One file holds up to 1,000 transactions. Larger ledgers are split into several files.
- To import: in QuickBooks Online, go to Banking → Upload transactions, choose the .QBO file and pick the account (a credit card account for card statements).
QuickBooks-ready CSV
- Use it if you prefer the CSV route. On the import screen, check that QuickBooks has mapped money in and money out to the right columns before you continue.
Full walkthrough: import a bank statement PDF into QuickBooks Online.