Import an OFX file into Kashoo

Use the Transactions app to convert your transaction files to required by your accounting software file format.

Kashoo is an Online accounting system

This tutorial shows how to import an OFX file into Kashoo. First, you need to login into Kashoo. Then click on 'Banking'.Select the Bank or Credit Card account. 

Click the 'Browse' button. 

And select an OFX file.  

Then click 'Upload'. 

Now transactions are imported. You have to categorize them, select Expense/Transfer or exclude. And then click 'Add Statement'. So, this way, you'll process them all. 

Select 'Add Expense'. Then choose 'Supplier' and 'Account' (what is the Expense Account). Continue for all transactions.   

If you realized, that it is an incorrect statement, click on 'Remove Unmatched Rows'.  

And all those transactions will be gone.