CSV to QBO Converter

Turn a CSV your bank exported into a QuickBooks Web Connect file. Your columns are read wherever they are and whatever they are called — Debit and Credit, Paid In and Paid Out, or a single signed Amount — and each transaction keeps the direction your file gave it.

QuickBooks Online stopped taking CSV for bank feeds. QBO is what it takes instead.

Your headings, not a fixed template

There is no mapping screen. The columns are worked out from what is under them as well as what they are called, so a file headed "Money In" and "Money Out" needs no more from you than one headed Credit and Debit.

Every transaction gets a stable id

QuickBooks silently drops a repeated FITID, so two identical amounts on the same day would become one line. Each row is given an id derived from its own contents, so they stay two.

A direction for every figure

A ledger file needs to know which way each amount moves. Where a CSV carries one signed column the sign is read; where it carries two the heading decides. If neither can settle it you are told, rather than handed a file with every payment the wrong way round.

Related guides

• OFX, QFX, QBO and QIF: Which Format Does Your Software Want?
• Why QuickBooks Rejects Your QBO File
• Why Your QIF Import Lands a Month Out
• How to Convert a CSV to QBO for QuickBooks
• Bank Feeds vs Statement Conversion: When You Need Each
• Bank Statement Converter vs Manual Data Entry: A Real Comparison
• Why Your Converted Bank Statement Doesn't Balance
• The Bank Statement Date Format Problem (DD/MM vs MM/DD)