How do I import a QBO file into QuickBooks Online?

Go to Transactions, then Bank transactions. Choose Upload from file, select the .qbo file, pick the QuickBooks account, and review the transactions.

Convert CSV to QBO for QuickBooks

Q: Does it work with credit card CSV files?

Yes. Choose Credit card as the account type. If your card lists charges as positive numbers, the converter reverses the signs for you.

Turn your bank or credit card CSV download into a .qbo file you can import into QuickBooks Online or QuickBooks Desktop.

Free, no sign-up
Your file never leaves your computer
Works with any bank's CSV

Drop your CSV file here or click to choose a file from your computer

Converted in your browser. Nothing is uploaded. No file handy?

File:

Check that we read your columns correctly

One amount column Separate debit and credit columns

Date Description Amount Memo optional

Tell us about the account

Account type Account number last 4 digits is enough Date format in your file

Reverse signs (use if charges show up as deposits)

Advanced settings

QuickBooks bank ID change only if QuickBooks rejects the file Routing number optional

Preview of converted transactions
Date	Description	Amount

How to import the QBO file into QuickBooks

QuickBooks Online

Go to Transactions, then Bank transactions.
Open the Link account menu and choose Upload from file.
Select the .qbo file you downloaded here.
Pick the QuickBooks account the transactions belong to.
Review the transactions in the For review tab and add or match them.

QuickBooks Desktop

Back up your company file first.
Go to File, then Utilities, Import, Web Connect Files.
Select the .qbo file you downloaded here.
Choose an existing account or create a new one.
Review the transactions in the Bank Feeds Center.

If the account is already connected to online banking, QuickBooks Desktop may ask you to disconnect it before importing.

Why convert CSV to QBO?

QuickBooks imports bank transactions most reliably from QBO files, also called Web Connect files. Many banks and credit unions only let you download a CSV, and QuickBooks Desktop can't import CSV bank files at all. Converting the CSV to QBO lets you bring in months of transactions at once, keep payee names, and avoid typing them in by hand.

It's especially useful for catch-up bookkeeping, closed accounts, banks that don't connect to QuickBooks, and moving history into a new QuickBooks company file.

Questions

Is this CSV to QBO converter free?

Yes. Convert as many CSV files to QBO as you need, with no sign-up and no watermark.

Is my bank data safe?

Your file is read and converted inside your own browser. It is never uploaded to a server, so nobody else can see your transactions.

Which banks does it work with?

Any bank or credit card that lets you download transactions as a CSV file, including Chase, Bank of America, Wells Fargo, Capital One, American Express, credit unions and online banks. The converter finds the date, description and amount columns automatically, and you can correct them if needed.

Does it work with credit card CSV files?

Yes. Choose Credit card as the account type. Some card companies list charges as positive numbers. When that happens, the converter reverses the signs so charges import as charges and payments as payments.

QuickBooks says the file can't be imported. What now?

QuickBooks Desktop checks the bank ID inside the file. Open Advanced settings, change the QuickBooks bank ID to a bank QuickBooks supports, and download again. Also make sure you're importing a checking file into a bank account and a credit card file into a credit card account.

Will importing the same file twice create duplicates?

Each transaction gets a stable ID based on its date, amount and description, so QuickBooks can recognize transactions it has already imported.

Can I convert a PDF bank statement to QBO?

PDF to QBO conversion is coming soon. For now, download your transactions from your bank as CSV, which almost every bank offers under Download or Export.