PaidCraneConvert CSV to QBO, QFX or OFX
Turn the CSV your bank or card gives you into a file QuickBooks, Quicken, Xero and other accounting software import without column mapping.
Your file is read right here in your browser. It is never uploaded.
Columns
We picked these from your file. Change any that look wrong; the preview updates right away.
- Transactions
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- Money in
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- Money out
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- Dates
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Download
| Date | Description | Amount |
|---|
How to import a CSV into QuickBooks as QBO
- Download your transactions from your bank as CSV.
- Drop the CSV above, check the columns, and download QBO.
- QuickBooks Online: Transactions → Bank transactions → Link account → Upload from file. QuickBooks Desktop: File → Utilities → Import → Web Connect Files.
- Pick the account the transactions belong to, then review and accept them.
Have a PDF statement instead? Convert the PDF.
Questions
Why convert CSV to QBO instead of importing the CSV?
QuickBooks Desktop doesn't import bank CSVs at all, and QuickBooks Online makes you map columns and fix date formats every time. A QBO file imports in one step, and QuickBooks remembers which account it belongs to.
What's the difference between QBO, QFX and OFX?
They're the same banking format. QBO is the version QuickBooks expects, QFX is the version Quicken expects, and plain OFX works with Xero, Sage, GnuCash, Moneydance and most other accounting software.
Is my file uploaded anywhere?
No. The CSV is read by your browser on your computer and the page's security policy blocks it from sending data to any other website. Close the tab or press "Clear file" and it's gone.
Can I convert an Excel file?
Open it in Excel and use File → Save As → CSV, then drop the CSV here.
Will importing the same file twice create duplicates?
Each transaction gets a stable ID, so QuickBooks and Quicken recognize transactions they've already imported from the same file.