Convert CSV, Excel, 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).

Bank2CSV Windows Step 1: select a transactions file

Review transactions before converting, check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.

Bank2CSV Windows Step 2: review transactions before converting

Choose the CSV Target: Regular CSV, XLSX Excel, XLS Excel, CSV Quickbooks Online, CSV Xero.

Bank2CSV Windows Step 3: target

Set the Date Format. The best option for Quickbooks Online is MM/DD/YYYY.

Bank2CSV Windows Step 4: date format

Set 'Open after conversion' to open application handling converted files to start import right after the conversion.

Bank2CSV Windows Step 5: open after conversion

Click 'Convert' button, choose a name for your CSV/Excel file.

Bank2CSV Windows Step 6: click Convert

Confirm the file name and location.

Bank2CSV Windows Step 7: file name and location, save

Now the CSV file is created.

Bank2CSV Windows Step 8: csv file is created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

Bank2CSV Windows Step 9: review created csv file

Step by step instructions for macOS

Bank2CSV Mac Step 1: select a PDF file

Review transactions before converting, check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.

Bank2CSV Mac Step 2: Review transactions before converting