Convert PDF, QFX, QBO, OFX, QIF to CSV or Excel and import into Excel, Quickbooks Online, Xero, YNAB.
This tutorial shows how to convert a transactions file to CSV/Excel format. We will use Bank2CSV utility.
Step by step instructions for Windows
See below steps for the Windows version, followed by the Mac version.
Make sure you are using the latest version of Bank2CSV. Download it from the Bank2CSV download page. Start Bank2CSV and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).
Review transactions before converting, check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.
Choose the CSV Target: Regular CSV, XLSX Excel, XLS Excel, CSV Quickbooks Online, CSV Xero.
Set the Date Format. The best option for Quickbooks Online is MM/DD/YYYY.
Set 'Open after conversion' to open application handling converted files to start import right after the conversion.
Click the 'Convert' button, choose a name for your CSV/Excel file.
Confirm the file name and location.
Now the CSV file is created.
Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.
Step by step instructions for macOS
Make sure you are using the latest version of Bank2CSV. Download it from the Bank2CSV download page. Start Bank2CSV and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).
Review transactions before converting, check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.
Choose the CSV Target: Regular CSV, XLSX Excel, XLS Excel, CSV Quickbooks Online, CSV Xero.
Set 'Open after save' to open application handling converted files to start import right after the conversion.
Click the 'Convert' button, choose a name for your CSV/Excel file.
Confirm the file name and location.
Now the CSV file is created. Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.
If you select 'CSV Quickbooks Online' target, for example.
You will have fewer columns: Date, Description, Amount added to the CSV file.
