Use converters in remote desktop connection

IMPORTANT: CSV2QBO is now replaced with the Transactions app, which converts from more formats and converts to more formats.

When you are using a remote desk connection, open the browser there and navigate to the CSV2QBO page and download the installer. Start the installer and confirm elevated admin privileges. If you need to contact your admin to install the software, please do this. If it takes more time to contact your admin, try to download the portable version that does not require the installation - simply unzip the download and run it.

Once you start CSV2QBO, select CSV or Excel file on the file dialog, and review transactions. If your CSV file does not have the column header, click Review mapping to map the columns if needed. Click the 'Convert' button to create the QBO file.

In QuickBooks, select File-Utilities-Import-Web Connect file... and point to the QBO file.

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