Export a QBO Statement

You can export your QBO statement from most banks’ websites. Almost all banks offer the QBO format.

Export a QBO Statement from Bank Website

To export your statement in QBO format:

  1. Log into your bank’s website.
  2. Navigate to your statement downloads area.
  3. Choose the correct starting and ending dates.
  4. Download the file in QBO format.

If your bank does not offer the QBO format, you can:

  • Work with a CosmoLex Consultant to import your statement.
  • Use a third-party utility to convert your statement to QBO format.
  • Obtain an OFX file and convert it to QBO format.

Export a QBO Statement from American Express

To export a statement in QBO format from AmEx:

  1. Log into American Express.
  2. Click Statements & Activities.
  3. On the right, click the green download arrow.
  4. From the drop-down menu, click Card Activity. It is critical you click only Card Activity.
    A new screen opens. 
  5. From the left navigation menu, click Quickbooks.
  6. At the bottom of the screen, click Download.
    The statement downloads to your designated location.
Updated on March 21, 2022

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