Make CSV/XLS/XLSX ready to import into QB Online/Xero/Quicken for macOS
Need to import bank or credit card transactions in a CSV/XLS/XLSX file into Quicken for Mac, Quickbooks Online, Xero but cannot seem to make it work? The problem is that your bank only provides transactions in a CSV format that Quicken for Mac, Quickbooks Online, Xero cannot read.
The Solution: try ProperConvert app. It makes your transactions into a compatible CSV file with Xero, Quicken for macOS, Quickbooks Online.
Convert transaction files to a compatbile CSV format
- ProperConvert (CSV2CSV) extracts transactions from CSV/XLS/XLSX files. It cretes CSV files that ready to import into Quickbooks Online/Xero/Quicken for macOS.
- No data entry: convert data you already have
- Smart: ProperConvert understands many layouts. It finds columns like date, amount, description, etc. of your transactions.
- Easy to use: Converting your transactions files into a compatible CSV format could not be any easier. In a few clicks, you will have all your transactions converted to importable by Quicken for Mac, Quickbooks Online, Xero format in no time at all.
- Free trial and support: try it for Free before you buy and receive full support before and after you order.
- Safe to use: ProperConvert (CSV2CSV) converts all your banking transactions on your computer.
How can I use CSV2CSV to convert transactions from CSV/XLS/XLSX format?
- Download, install and run the software
- Select a CSV/XLS/XLSX file with transactions and review transactions
- Backup your accounting software file before importing any file
- Click Convert to convert a specific CSV file
- Import created file to Xero, Quicken for Mac, Quickbooks Online
Convert CSV or Excel files from your bank or credit card to CSV format and import into Quicken for Mac, Quickbooks Online, Xero.
This tutorial shows how to convert a CSV/Excel files from your bank or credit card statement to CSV format and import into Quickbooks Online.
Use the ProperConvert app to convert your transaction files to required by your accounting software file format.
Step by step instructions for Windows
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of CSV2CSV. Download it from the CSV2CSV download page. Start CSV2CSV and select a CSV or Excel file.
Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns.
Set the Date Format. The best option for Quickbooks Online is MM/DD/YYYY.
Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.
Click the 'Convert' button to create a CSV file.
Confirm the file name and location.
Import created CSV file into Quickbooks Online
Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for 'Banking' and click on it.
Select the account you want to import your data into.
Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file.
Then click the 'Browse' button and select the created CSV file. And click 'Next'.
Then select an account in Quickbooks to import and click 'Next'.
Confirm the mapping and the date format. Click 'Next'.
Review transactions in Quickbooks online before importing.
Once the transactions are imported, you can review, categorize them under the account and add them to the register.
Step by step instructions for macOS
Make sure you are using the latest version of CSV2CSV. Download it from the CSV2CSV download page. Start CSV2CSV and select a CSV file. IMPORTANT: CSV2CSV is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.
Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.
Set the Output Dates. The best option for Quickbooks Online is MM/DD/YYYY.
Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.
Click the 'Convert' button to create a CSV file.
Confirm the file name and location.
Import created CSV file into Quickbooks Online
Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for 'Banking' and click on it.
And then select the account you want to import your data into.
Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file.
Then click the 'Browse' button and select the created CSV file. And click 'Next'.
Then select an account in Quickbooks to import and click 'Next'.
Confirm the mapping and the date format. Click 'Next'.
Review transactions in Quickbooks online before importing.
Once the transactions are imported, you can review, categorize them under the account and add them to the register.
