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.
Note: 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.