Convert Transactions in CSV/Excel format to QBO format and import into Quickbooks

Accounting software Quickbooks Desktop does not import CSV/Excel file with transactions directly into the register, and there is no "Intuit CSV plugin", and instead of using quickbooks plugin csv to qbo, there is conversion software to convert csv to qbo desktop. The file needs to be converted to QBO (web connect) or IIF file format first and the imported.

Step 1: Prepare or extract transactions in CSV or enter in Excel

The top row of the CSV files needs to have titles for the different categories like date, amount, payee, memo, and check number. Each transaction should be written in one line below that. If you made the transactions in Excel, make sure to save your Excel/CSV file before converting it.

Excel to QBO converter transactions

Step 2: Choose QBO or IIF format depending on your Quickbooks version

Quickbooks imports QBO and IIF formats. The QBO format is for bank and credit card transactions only. The IIF format allows entries for all accounts but requires more details.

Quickbooks imports QBO files until it becomes three years old. After this, Quickbooks must be upgraded.

Quickbooks does not stop importing IIF files even if it becomes three years old. 

Quickbooks provides an interface called Bank Feeds for imported QBO files. Once Quickbooks imports a QBO file, you can review imported transactions:

Step 3: Convert CSV/Excel transactions to QBO or IIF format

Download the ProperConvert app to convert to QBO or IIF format. The app converts CSV to QBO on Mac (macOS) or Windows. It supports other formats as well, for example you convert OFX or QFX files. You can try csv to qbo converter free on mac or windows.

Start the converter and open the CSV or Excel file. Examine how transactions are parsed and click Review Mapping if required. Custom mapping helps when the parser cannot detect columns automatically. For example, your CSV file may have more than one amount column or more than one description column.

Before converting to a QBO file, set the bank label (INTU.BID), account ID, and account type.

Before converting to an IIF file, set the account type and account name.

Click the "Convert" button to create a QBO or IIF file. The converter uses your CSV/Excel filename and its location as the base name for the new file. You may adjust the filename and its location before converting.

quickbooks-banking-center

If you set the "Open after save" checkbox, the converter will do a system call to open the created file. By default, QBO and IIF files should be opened by Quickbooks installed on your computer. If the checkbox was not set, do the following to import created file:

Quickbooks File Utilities Import Web Connect

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