---
title: "Legacy - Import QBO, QFX, or BAI Bank Activity"
slug: "legacy-import-qbo-qfx-or-bai-bank-activity"
description: "Import QBO, QFX, or BAI bank files in the legacy experience: download from bank, upload to R365, and confirm import."
updated: 2026-03-30T17:12:58Z
published: 2026-03-30T17:12:58Z
canonical: "docs.restaurant365.com/legacy-import-qbo-qfx-or-bai-bank-activity"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Legacy - Import QBO, QFX, or BAI Bank Activity

[Bank activity imports](/doc/docs/bank-activity-imports) allow users to upload transaction data from their financial institutions into the [Bank Activity page](/doc/docs/bank-activity-page) where users can match of bank transactions with records in R365 before starting bank reconciliation. This method requires downloading a file from the banking institution and importing it into the [Bank Activity page](/doc/docs/bank-activity-page). Imported transaction data can be used to create and [match deposits, withdrawals, and AP payments](/doc/docs/bank-activity-update-and-match-transactions).

> [!NOTE]
> Bank activity can also be uploaded through a [Direct Bank Connection](/doc/docs/direct-bank-connections-overview) or [BAI File Transmission](/doc/docs/bai-file-transmission) or with a [CSV file](/doc/docs/import-csv-bank-activity).

> [!NOTE]
> **Bank Activity Duplicate Handling**
> 
> The **Bank Activity Enable Duplicates** setting controls whether duplicate transactions are allowed when importing bank activity. This includes file uploads, direct bank connections, and BAI connections.
> 
> By default, duplicates are **blocked**. To **allow** duplicates, enable this setting on the [System Preferences: Miscellaneous page](/doc/docs/system-preferences-miscellaneous#fields-in-section-b).

---

## Security

To import bank activity, users must have the following permission:

- Banking → Bank Activity → Process Bank Activity

---

## Import QBO, QFX, or BAI Bank Files

*Click steps to expand for additional information and images.*

****1) Download** bank activity from the bank website.**

Users can download bank transactions from their desired bank account and date range.

Example Screenshot:

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5fbd4d70-b08d-4440-b75e-af024fbe414b.png)

> [!TIP]
> R365 Tip
> 
> The QuickBooks or Quicken format option typically produce the QFX or QBO file format.

****2)** In the **accounting** application, under **Banking**, select **Get Bank Activity**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7WXEVP4K.png)

The [Bank Activity page](/doc/docs/bank-activity-page) will open.

****3)** Click **Upload a File** in the top ribbon.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N55PMD1G.png)

****4)** Select the **Bank Account** to upload transactions to.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TBD89JXI.png)

****5)** Select the desired **File Type**: QBO/QFX or BAI.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WBHRVZWU.png)

> [!NOTE]
> When BAI is selected, the Bank Account field is disabled.
> 
> The system matches the bank account number from the BAI file with the [bank account record](/doc/docs/bank-account-record) in R365. An exact match is required to proceed with the import.

****6)** Click **Select Files** to open the files explorer.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M2OS1SJ8.png)

****7)** Navigate to the **Downloads** folder.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-743PT51X.png)

****8)** Find and select the downloaded **bank file.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q0T8VYBO.png)

The transactions from the file will populate on the [bank activity page](/doc/docs/bank-activity-page).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-56C9LFHG.png)

---

## Troubleshooting

### BAI

- **Failed Import**
  - Issue:
    - Bank Activity is not uploaded.
  - Resolution:
    - Confirm the bank account number on the [bank account record](/doc/docs/bank-account-record) is correct.
- **BAI File Type**
  - Issue:
    - bai2 file type is provided instead of bai.
  - Resolution:
    - Rename the file from bai2 to bai.
      - E.g. ABC.bai2 would be renamed to ABC.bai .