OFX: An OFX file is a text file specifically designed for exporting financial data.QFX: QFX files are financial exchange files created for exporting information to Quicken, but they’ll also work with QuickBooks Online. QBO: QBO files are QuickBooks WebConnect files specifically designed for exporting information from bank or credit card accounts to QuickBooks.CSV: These files are commonly used to export data for a multitude of purposes and can be opened and edited with Excel.QuickBooks Online can import credit card transactions from the following types of files: How To Import Credit Card Transactions Manually Into QuickBooks Online With a CSV or Similar File Step 1: Download a Transfer File From Your Credit Card Company You can visit the Banking Center anytime by clicking the Banking dropdown under Banking from the left menu bar (as you did at the beginning of this tutorial). Now that your credit card account is connected, new transactions will be imported automatically into QuickBooks Online daily, or you can click Update in the upper right corner to import any new transactions immediately.
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