Convert CSV or Excel files from your bank or credit card to CSV format and import into Quicken for Mac, Quickbooks Online, Xero.

Convert CSV or Excel files from your bank or credit card to CSV format and import into Quicken for Mac, Quickbooks Online, Xero.

This tutorial shows how to convert a CSV/Excel files from your bank or credit card statement to CSV format and import into Quickbooks Online. We will use CSV2CSV 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 CSV2CSV. Download it from the CSV2CSV download page. Start CSV2CSV and select a CSV or Excel file.

CSV2CSV Windows Step 1: select a CSV file

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

CSV2CSV Windows Step 2: review transactions before converting

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

CSV2CSV Windows Step 3: Date Format

Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.

CSV2CSV Windows Step 4: target

Click the 'Convert' button to create a CSV file.

CSV2CSV Windows Step 5: click Convert

Confirm the file name and location.

CSV2CSV Windows Step 6: file name and location, save

Import created CSV file into Quickbooks Online

Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.

CSV2CSV Windows Step 7: banking in Quickbooks

Select the account you want to import your data into.

CSV2CSV Windows Step 8: select the account in Quickbooks

Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file' or similar links to upload created CSV file.

CSV2CSV Windows Step 9: File Upload in Quickbooks

Then click the 'Browse' button and select the created CSV file. And click 'Next'.

CSV2CSV Windows Step 10: Browse button in Quickbooks

Then select an account in Quickbooks to import and click 'Next'.

CSV2CSV Windows Step 11: select an account in Quickbooks

Confirm the mapping and the date format. Click 'Next'.

CSV2CSV Windows Step 12: Confirm the mapping in Quickbooks

Review transactions in Quickbooks online before importing.

CSV2CSV Windows Step 13: Review transactions before importing in Quickbooks

Once the transactions are imported, you can review, categorize them under the account and add to the register.

CSV2CSV Windows Step 14: Review transactions before importing in Quickbooks

Step by step instructions for macOS

Make sure you are using the latest version of CSV2CSV. Download it from the CSV2CSV download page. Start CSV2CSV and select a CSV file.

CSV2CSV Mac Step 1: select a CSV file

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

CSV2CSV Mac Step 2: Review transactions before converting

Set the Output Dates. The best option for Quickbooks Online is MM/DD/YYYY.

CSV2CSV Mac Step 3: Output Dates

Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.

CSV2CSV Mac Step 4: target

Click the 'Convert' button to create a CSV file.

CSV2CSV Mac Step 5: convert

Confirm the file name and location.

CSV2CSV Mac Step 6: Confirm the file name

Import created CSV file into Quickbooks Online

Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.

CSV2CSV Mac Step 7: switch to Quickbooks

And then select the account you want to import your data into.

CSV2CSV Mac Step 8: select the account in Quickbooks

Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file' or similar links to upload created CSV file.

CSV2CSV Mac Step 9: File Upload in Quickbooks

Then click the 'Browse' button and select the created CSV file. And click 'Next'.

CSV2CSV Mac Step 10: Browse button in Quickbooks

Then select an account in Quickbooks to import and click 'Next'.

CSV2CSV Mac Step 11: select an account in Quickbooks

Confirm the mapping and the date format. Click 'Next'.

CSV2CSV Mac Step 12: Confirm the mapping in Quickbooks

Review transactions in Quickbooks online before importing.

CSV2CSV Mac Step 13: Review transactions before importing in Quickbooks

Once the transactions are imported, you can review, categorize them under the account and add to the register.

CSV2CSV Mac Step 14: transactions are imported in Quickbooks

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