A .qbo file is a bank statement in the OFX (Open Financial Exchange) format — the standard QuickBooks uses for direct bank feed imports. When you import a .qbo file, QuickBooks reads each transaction automatically and maps it to your bank account, eliminating manual data entry entirely.
Why not just import CSV directly? QuickBooks Online and Desktop both prefer the QBO/OFX format because it includes the bank account identifier and transaction IDs that prevent duplicate imports. CSV imports are possible but require manual column mapping every time — QBO files just work.
Upload a CSV bank export or a PDF statement directly. Documentric reads both formats and extracts every transaction automatically.
Every row is shown in an editable table before export. Fix dates, amounts, or descriptions inline — no surprises after import.
Click export and download a .qbo file formatted to the OFX 2.1 standard — fully compatible with QuickBooks Online and Desktop.
Documentric exports OFX 2.1 — the format all QuickBooks versions recognise natively.
Your bank's online export might be a PDF, not a CSV. Documentric handles both. Upload any bank statement format and get the same clean .qbo output.
Every extracted transaction is shown in an editable table. Fix any parsing error before the .qbo file is generated — no bad data in QuickBooks.
AI auto-detects your date, description, debit, credit, and balance columns. No manual mapping templates to set up or maintain.
Client financial data is sensitive. All uploaded files are automatically deleted within 24 hours. Nothing stored beyond what's needed.
A QBO file is a bank statement in the OFX (Open Financial Exchange) format that QuickBooks recognises natively. When you import a .qbo file into QuickBooks, transactions are matched to your bank account automatically — no manual entry required.
Yes. Documentric accepts PDF bank statements and standard CSV exports. Upload your file, review the extracted transactions, and export a .qbo file ready to import into QuickBooks Online or Desktop.
QBO files work with QuickBooks Online, QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks for Mac. The import path varies slightly by version — Documentric's export matches the OFX 2.1 standard that all versions accept.
Documentric gives you 50 free pages with no account required. Upload your CSV or PDF, review the transactions, and download the .qbo file — all for free on your first 50 pages.
Documentric uses AI to detect column types automatically — date, description, debit, credit, balance. The inline review table shows you exactly what was parsed so you can correct anything before export.
Yes. The exported .qbo file includes a bank account identifier so QuickBooks can match it to the correct account in your chart of accounts during import.