From within Ledgersync, Select the account you want to export and choose between the QBO or OFX file type. I prefer to use the OFX type.

1. Depending on the web browser you are using, you will need to choose where to save the file or it will be saved to your downloads folder. Make a mental note of where it is to access it again later

1. From within the banking Center you can select the drop down arrow to access the file upload option
   • This is also available under the transactions window if you have never connected an account before.
   • Look for a hyperlink to manually import a bank statement.

1. Click Browse to search for file

1. Select the File that was previously downloaded from Ledgersync

1. Select Open

1. Select "Next" button in bottom Right Corner

1. The file is coded with account information to help you know which account to connect to

1. From the drop down menu select the account you wish to import the transactions into.

1. Select Next at Bottom Right Corner

Sometimes this step take awhile, it depends on the number of transactions and how QuickBooks Online feels like working that day

Transactions have been imported and you can start assigning rules to automate the process!! You can also check out our video on Youtube: https://youtu.be/8Tl7gWxCQr0