LedgerSync can export transactions to a QBO file that you can import into QuickBooks Online or QuickBooks Desktop. You can download a QBO file from the Transactions page for bank accounts connected through MX, or convert a PDF bank statement with the PDF Converter.

Export transactions from a connected bank account

The .qbo download on the Transactions page is for bank accounts connected through MX.

1. Select the client.
2. In the top menu, click Bank Connections, then Transactions.
3. In the bank and account box at the top left, choose the bank connection. You can pick the whole connection or a single account under it.
4. To limit the dates, for example Dec 1 to Dec 31, click the filter icon on the right. In the Filter Transactions panel, set the date range and click the green check mark to apply it.
5. Tick the checkbox to the left of each transaction you want. To select all of them, tick the checkbox at the top of the checkbox column.
6. Once at least one transaction is selected, buttons appear above the list. Click Download and choose .qbo.

Your browser downloads the QBO file.

Transactions that are still pending at the bank are left out of the .qbo file. After the bank posts them, select those transactions and download them in a new file.

Export transactions from PDF statements to QBO

1. In the top menu, click Tools.
2. Click PDF Converter.
3. Drag and drop the bank statement PDFs into the box that says Drag and drop PDF files here, or click Browse for PDF files. You can upload several files at once.
4. When the file's row shows COMPLETED, click Export in that row and choose QBO.

While a file is still being converted, its row shows PROCESSING with a spinner. If a conversion shows FAILED, click Retry in that row. Hold your pointer over Retry to see the error.