For example, you have a CSV file, and you use CSV2QBO or Bank2QBO to convert it to QBO file. Or you could create that file with a utility like a ProperSoft converter. You could have a QBO file downloaded from your Online Banking, then you just import it. Then click the 'Save' button.ĭone! Quickbooks has saved a backup of the company file to the Documents folder. You can change it, just keep the file extension as. Select 'Save it now' and click the 'Next' button.Ĭonfirm file name. Then select 'Local backup' and click 'Next'. To backup your Quickbooks data, click 'File' - 'Back Up Company' - 'Create Local Backup'. You can quickly roll back to the previous state if you realize later that something was importing in the wrong way. Before importing any file (IIF file, QBO file, QBJ file) into Quickbooks, make sure to backup your Quickbooks company data file. This example is for the Quickbooks Desktop Windows version. This tutorial shows all the steps for QBO import into Quickbooks Desktop for Windows. QBO files are Web Connect files similar to direct online download (save a QBO file from your online banking and then import into Quickbooks)
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