Excel to QBO Converter Free Online

Import Transactions into QB from Excel

QuickBooks doesn’t let you import Excel files directly, but you can convert xlsx to QBO first. Our converter transforms your xlsx into a file that QB reads natively. This saves hours of manual data entry and ensures accurate bookkeeping.

Whether you need to import into QuickBooks Online or QuickBooks Desktop, the process starts with converting your data. The xlsx file contains your financial data — dates, descriptions, amounts — which our tool maps to the QBO automatically.

Excel to QB Online: Step-by-Step Instructions

Importing Excel Data into QuickBooks Online

To import into QuickBooks Online from Excel, you need to convert the spreadsheet first. QuickBooks Online accepts QBO files through the Banking section. Once converted, you can import your transactions directly without any third-party add-in or plugin.

The import process handles multiple transactions at once. Large amounts of data that would take hours to enter manually can be imported into QuickBooks in minutes. This time-saving approach lets you focus on bookkeeping rather than data entry.

Prepare Your Spreadsheet for Successful Imports

Before importing data, check your file structure. Your file needs columns for date, description, and amount. QuickBooks provides specific requirements for successful imports — our converter handles this automatically.

If you have credit card transactions or invoice records in Excel, the same conversion process applies. The transaction types don’t matter — as long as your spreadsheet has dates and amounts, you can import it directly into QuickBooks.

QuickBooks Online from Excel: Pull Data Easily

Want to import data from multiple files? Process each file separately and upload files one file at a time. QuickBooks lets you import as many transaction files as needed without overwrite concerns.

For users who need to import regularly, this workflow saves significant time. Instead of manual data entry for each Excel sheet, you can pull data and download transactions in QBO within seconds.

Import Data: Excel File Requirements

Your xlsx should contain these essential columns: transaction date, payee or description, and amount. Additional fields like memo help with categorization in your QuickBooks account. Microsoft Excel files (.xlsx, .xls, .xlsm) all work with our converter.

Desktop. Import Transactions from Excel

Desktop users can also import transactions into QB from Excel using the same QBO. The accounting software accepts QBO files through File > Import menu. No special version of QuickBooks required — all Desktop editions support this import feature.

Some users ask about IIF files for QuickBooks Desktop. While IIF files work for certain data types like chart of accounts and journal entries, QBO is simpler for bank transactions. Try importing with QBO first for the easiest experience.

IIF File vs QBO: Which to Use

IIF is an older QuickBooks format for importing excel data like lists, vendors, and asset account information. However, for transaction data, QBO is recommended. It’s easier to create, doesn’t require complex mapping, and works with both QuickBooks Online and Desktop.

Import CSV or Excel: What’s the Difference?

Both CSV file and Excel spreadsheet can be converted to QBO. The main difference: xlsx preserves formatting and multiple sheets, while CSV is plain text. If your bank provides xlsx, use our xlsx converter. For CSV file exports, use the CSV to QBO converter instead.

QuickBooks using either format ends up with the same imported data. Choose based on what your bank or financial data source provides.

Add-in Free Solution

Unlike other tools that require a QuickBooks add-in or plugin, our converter works entirely in your browser. No software installation, no subscription — just upload your xlsx and convert. This makes it easy to import without any technical setup.

Bookkeeping Made Simple

Efficient bookkeeping requires getting data into QuickBooks quickly and accurately. Whether you’re importing excel data for monthly reconciliation or setting up a new QuickBooks account, our converter streamlines the process. Import data directly from any spreadsheet — bank statements, sales receipts, expense reports.

QuickBooks data stays organized when you import properly mapped. The dropdown selections in step 2 ensure each field in QuickBooks receives the correct information from your spreadsheet.

Imported into QuickBooks: What Happens Next

After your transactions are imported into QuickBooks, review them in the Banking section. QuickBooks provides tools to categorize and match transactions. You can import and export as needed, maintaining flexibility with your financial data.