- In Banks, select the bank in the Select a bank account field.
- Click Clear transactions electronically under Cash Management tasks.
- Click the ellipses to browse out to the Import file. The compatible file formats are BAI.TXT, .QIF, .OFX, .QFX, .QBO.
- Select a Set date cleared to option.
- Click Clear Transactions Now.
Note: All files must contain line breaks to import successfully.