QBO Converter — Convert CSV to QuickBooks

Import Bank Transactions — Step-by-Step Instructions

Need to convert bank statement for QuickBooks? Our tool makes the workflow seamless. Upload your file, map the fields to QuickBooks fields, then export. Import your data directly to QuickBooks Online or Desktop version. Saving you time on manual entry and eliminating errors that come with typing transactions by hand.

The conversion process works with any bank or credit card download. Whether your financial institution exports in CSV, OFX, or other types, we handle the transformation automatically. Many banks provide transaction downloads that aren’t directly compatible — our tool bridges that gap with ease.

Getting started takes just minutes. Drag and drop your file, review the preview, adjust any mappings if needed, and download. The entire workflow happens in your browser with step-by-step instructions guiding you through. No technical knowledge required — if you can upload a file, you can use this tool.

How the CSV Import Works

Open the CSV file from your bank. The tool will recognize columns and suggest proper mapping. Set up rules for payee names and categories. With a single click, download the QBO file ready for import into QuickBooks. Data extraction happens automatically, accurately capturing dates, amounts, and descriptions from your csv file.

QuickBooks Online and QuickBooks Desktop both accept our output. Connect your QuickBooks account and use the import feature. The accounting software recognizes the qbo file structure instantly. No need to manually type each transaction — the tool does the heavy lifting for you.

PDF to QBO Converter — Convert Bank Statements into QuickBooks

Have a PDF file from your bank? Our PDF to QBO converter uses AI to automatically extract the data from any bank statement. Upload your PDF document — the tool reads the file format and converts bank statements into QuickBooks without manual data entry. No templates needed, works with PDFs to QBO from any financial institution.

The PDF to QuickBooks workflow is simple: upload your PDF, let AI extract data from the document, review transactions, and import your data file into QuickBooks Online or QB Desktop. This is the easiest way to convert a PDF and get transactions into QuickBooks.

File Import Process

Before any import, always backup your company file. This protects your existing data. Then proceed with importing bank transactions from multiple accounts if needed. The import process is straightforward: select your converted file, choose the target account, and confirm.

QIF, OFX and QFX Files

Working with QIF from Quicken? Our tool handles these legacy types smoothly. Many banks still export OFX file or QFX files — easily convert these for seamless QuickBooks integration. For QB Desktop users specifically, the CSV to IIF option creates an IIF file to import with proper structure.

The workflow supports importing bank data regardless of source. Whether it’s a credit card company, online bank, or traditional institution, transform your financial records into the right structure. Error-free results every time.

Reverse Converters: QBO to CSV and QBO to IIF

Sometimes you need to go the other direction. Our QBO to CSV converter extracts transactions from QBO files into spreadsheet format — perfect for analysis in Excel or importing into other accounting software. The QBO to IIF converter transforms QBO files for QuickBooks Desktop users who prefer IIF import.

Why Choose This Tool

Unlike other services, everything runs in your browser. Your sensitive financial data never leaves your computer — we never see it. This privacy-first approach means you can convert confidential data without worry. Plus, there’s no software to install or accounts to create for basic use.

The tool is compatible with all version of QuickBooks including QuickBooks Online and Desktop editions. It handles various date layouts, currency symbols, and number styles automatically. Step-by-step instructions guide you through each conversion so you always know what to do next.

Businesses of all sizes use our tool daily. From freelancers tracking expenses to accounting firms processing client data, the workflow scales to your needs. Batch processing for multiple accounts saves even more time when you have transactions from several sources to import.