Como usar QBO Ready

How to use QBO Ready

1. Export your statement: download transactions from online banking as CSV or Excel.
2. Drop the file in: the file is read by your browser and nothing is uploaded.
3. Check the columns and preview: your bank is recognised automatically, or you map the date, description and amount columns. The preview shows totals, the date range and any duplicate rows.
4. Fix signs if needed: if purchases appear as deposits, tick "flip the sign of every amount" or pick your issuer's preset.
5. Download the .qbo: conversion runs in your browser, so the file is ready at once.
6. Import into QuickBooks Online: go to Transactions, choose Upload from file and pick the .qbo. Transactions land in the For review tab like any bank feed.
7. Reconcile: compare the preview totals with the statement, then open Reconcile in QuickBooks and confirm the difference reads zero.