User guide for CSV2QBO v3 converter

How to use CSV2QBO to convert a CSV file?

  1. 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.
  2. 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).
  3. Return to the Transactions tab.
  4. Click the Save button to save loaded transactions to QBO file.

Do you have a sample CSV file to help me started?


Which QuickBooks version can import QBO (Web Connect) files?

The latest version of QuickBooks 2018 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 2018)?

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