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CSV to QBO converter

Paste or open a CSV of bank transactions, match the date, description and amount columns, and download a .qbo Web Connect file for QuickBooks. The Intuit bank ID QuickBooks reads is a field you can change.

Runs in your browser. Your file is never uploaded.

2 · Match the columns

3 · Check and download

Paste a CSV to begin.

From CSV to QuickBooks in four steps

  1. Export the transactions from your bank as CSV, or convert a PDF statement to CSV.
  2. Open the CSV above and check that the date, description and amount columns are matched.
  3. Pick the account type and currency, and type the account number (the last 4 digits are enough) so the file is tied to one account.
  4. Download the .qbo file and import it in QuickBooks. The QuickBooks guide shows where.

What bank CSVs throw at it

Banks don't agree on how to write an amount. The converter reads all of these without editing the file first:

What you haveLooks likeWhat happens
Separate money-in and money-out columnsDebit 59.99 · Credit (blank)Choose “Separate debit and credit columns”. Money out becomes a negative amount.
Negatives in brackets(59.99)Read as −59.99.
Trailing minus59.99-Read as −59.99.
DR and CR suffixes100.00 DRDR is money out, CR is money in.
Comma decimals1.234,56Read as 1234.56, the way many European exports write it.
Semicolon or tab separatorsDate;Libellé;MontantDetected from the header row.
Currency symbols£1,200.00Ignored; pick the currency in the form.

Dates like “03 SEP” with no year, or printed only on the first row of each day? Run the file through the statement date fixer first.

Questions

What is a QBO file?

A QBO file is an OFX bank statement with extra Intuit fields, including the bank’s Intuit ID (INTU.BID). QuickBooks calls it a Web Connect file. The transactions inside are the same as in an OFX or CSV file.

Which Intuit bank ID should I use?

The form starts with 3000, an ID many converters use. If QuickBooks won’t accept it, use your own bank’s ID: open a .qbo file downloaded from your bank in the OFX viewer, which shows its INTU.BID, and type that number here.

Is this CSV to QBO converter free?

Yes. It runs in your browser, so the CSV never leaves your computer. There is no signup and no row limit.

Will importing the same file twice create duplicates?

Each transaction gets an ID (FITID) built from its date and amount. QuickBooks uses that ID to skip transactions it has already imported.

Can I check the .qbo file before importing it?

Yes. Open it in the OFX, QFX and QBO viewer to see the account, the date range, every transaction and any problems QuickBooks may trip on, such as missing or repeated FITIDs.

I only have a PDF statement, not a CSV.

Convert the PDF to CSV with BankConv first, then use this tool to make the QBO file.

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