xBoox

Import a .qbo statement

Import QuickBooks Web Connect rows into the Bank Transactions review queue.

Supported format

xBoox supports .qbo only for normal bank and credit-card statement import.

PDF, .ofx, CSV, XLS, and XLSX are not supported normal statement formats. The retiring Historical QuickBooks Migration Tool is unrelated to this workflow.

Steps

  1. Open Banking.
  2. Select Import Transactions.
  3. Choose the xBoox bank or credit-card account represented by the file.
  4. Select the .qbo file.
  5. Review the account and file information.
  6. Start the import and wait for the completion message.

xBoox stores the imported file as a Statement record and creates raw Bank Transactions. Imported rows begin in the Pending review queue; importing does not automatically create Expenses, Income, or Transfers.

Dates and duplicate protection

The .qbo DTPOSTED value is treated as the bank posted date. It may differ from the purchase or receipt date.

Structured bank transaction identifiers are retained for duplicate protection. Use the same xBoox account that the file represents.

After import

  • Open Pending to review and classify new rows.
  • Open Statements to review the imported statement archive.
  • Do not reconcile until the applicable rows are classified, matched, ignored, or otherwise reviewed.

Troubleshooting

The file is rejected

Confirm that its filename ends in .qbo and that it is a valid QuickBooks Web Connect file.

The account is not available

The Category must be active, belong to this Workspace, and be eligible for statement import.