Convert CSV to QBO and import into Quickbooks, (PC/Mac/Online)
Need to import transactions, but the format is not supported? Convert CSV to QBO and import into Quickbooks, (PC/Mac/Online). Work directly in Excel and copy data into the converter and convert. Support is available before and after purchase
Save time: This is the easiest and the fastest way to get your transactions in CSV format in CSV format converted into QBO format
Do it now:CSV2QBO is so easy to use, and, to convert transactions in CSV format to QBO format, you don't have learn anything (it will ask to point to the original file, show it for review, and you just press the Save button to save a QBO file)
Keep it simple: Download in seconds, install in seconds, no current software altering, no plugins to plug - just run the program, convert your file from CSV to QBO and close it until the next time you need it
Do not repeat yourself: You can load your transactions in CSV format at once into CSV2QBO to combine and create one QBO file and load it once
What can I do with CSV2QBO?
Convert transactions in CSV format to QBO format reviewing all transactions before converting
Use it to view your original transaction files (this is free option, no purchase required)
Combine multipleCSV files into single QBO file and load it once
Automate conversion using commandline mode (csv2qbo.exe input.file output.QBO
Why should I trust CSV2QBO?
CSV2QBO runs on your desktop - there is no uploading, downloading, website logins. Only you, your computer, your file and CSV2QBO.
If I need any help with conversion, can you help me?
We will help you (14 days of premium email support is included with your order, and more support is available)
ONCE everything was clarrified, the correction was made to a mapping option and immediately fixed the problem. Just wish I could have communicated via the phone. It would have saved several worthless email.
Your file will be fully parsed in the trial mode, so you can verify that CSV2QBO understands your transactions file correctly.
You can create fully functional and loadableQBO file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).
Can I see screenshots?
Where is the manual how to use CSV2QBO?
Start CSV2QBO, it will show the file dialog to locate a one or more of CSV files. Click on the file (or hold CTRL and click on more than one file to select multiple files) and click Open on the file dialog.
Review the Transactions tab. If you notice that certain columns should reassigned, click the Review Mapping button and assign columns from your original file to the columns on the sidebar (for the Mac version, simply assign columns on the sidebar).
Return to the Transactions tab.
Click the Save button to save loaded transactions to QBO file.
Yes. Please use the following CSV file. CSV2QBO can parse your CSV file much easier with expected column names.
Which QuickBooks version can import QBO (Web Connect) files?
The latest version of QuickBooks 2017 imports QBO (Web Connect) files. Earlier QuickBooks versions import QBO (Web Connect) files until they becomes three years old. For example, if right now year 2017 then QuickBooks 2015 is the earliest version that imports QBO (Web Connect) files.
How I should import a QBO file that CSV2QBO created under QuickBooks 2015+ QuickBooks (including 2017)?
1. Start Quickbooks, and click Lists, then Chart of Accounts. Verify that the account you need to import into is NOT ONLINE LINKED. If it has the yellow strike icon, edit the account first and activate online link.
1.1. IMPORTANT: If the account has yellow strike icon, select Account, Edit Account, then click on the Bank Feeds (Online Services in older versions) tab, select "Deactivate All Online Services" and Save the changes.
2. Under the main menu, click Banking, then Online Banking, then Import Web Connect File (or click File, then Utilities, then Import, then Web Connect Files).
3. On the file dialog, nagivate to the folder where you saved a QBO file, select it and click Open.
4. On the import screen, select an account from the account drop down list or select to create new account.
IMPORTANT: If existing account list does not have the account you need to import into, please return to Step 1 above and ready carefully.
5. Transactions are imported (almost done.
6. In Banking Feeds Center, select bank, and click the Transaction List button to start reviewing imported transactions.
7. Review transactions, match payees names to vendor records and assign expense/income accounts and complete transactions import into the register.
Who is ProperSoft?
ProperSoft is small software company based in Ontario, Canada.
ProperSoft makes converters between various financial formats.