1- Click on a client
2- Select the bank
3- Go the Transactions Tab
4- You can filter the transactions that you want for example Dec 1- Dec 31
5- There are checkboxes towards the left of each transaction click on the transactions you want or “Select All”
6- There is a button “Download” click on it and select QBO
This will export the transactions to QBO format.
When it comes to exporting transactions from PDF Statements to QBO
Do the following:
1- Select Tools
2- PDF Converter
3- Drag and Drop the bank statements
4- Select Convert to QBO