Need to convert xls to qbo

I need to convert 2 .xls files into .qbo files on a Mac. These are files downloaded from Morgan Stanley. I have downloaded your trial to test whether it will work or not. However, I do not understand your directions so I can't seem to test it. Please send me clear directions on how to convert a .xls file into a .qbo file on a Mac using your BANK2QBO software. Thanks!
asked Dec 19, 2013 by anonymous

1 Answer

Best answer

Please use CSV2QBO to convert at

Save the XLS files as CSV first and then load in CSV2QBO.

Once the CSV file is loaded, check each column to have correct data, or reassign the columns on the sidebar.
answered Dec 19, 2013 by sergiy
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