Need to import transactions, but the format is not supported? Convert CSV to QBO and import into QuickBooks 2019, 2018, 2017, 2016, (Win/Mac/Online). Open files in XLS and XLSX or CSV formats. Review transactions in a readable view before converting
What can I do with CSV2QBO (CSV to QBO Converter)?
Download, install and run the software
Select a file with transactions
Review transactions and click Convert to create a QBO file
Import created file to QuickBooks 2016-2019
Why should I trust CSV2QBO?
It runs and processes your files on your computer - no data leaves your computer
Yes. Please use the following CSV file. CSV2QBO can parse your CSV file much easier with expected column names.
I have an Excel file? Do I need to convert it to CSV?
In most cases no - all CSV converters can read Excel (XLSX and XLS) files. If you Excel file has multiple sheets and transactions are not on the first sheet, then yes, you need to convert to CSV the sheet with transactions.
What structure(layout) must a CSV/Excel file have?
The first line should be the header - column names in common English like date, amount, payee, memo, check number.
Every other line should be one transaction.
What is a transaction in a CSV file?
Transaction takes one line in the CSV file and must have date, amount, description, optional payee/r and check number.
Is there difference between bank and credit card transactions?
Which QuickBooks version can import QBO (Web Connect) files?
The latest version of QuickBooks 2019 imports QBO (Web Connect) files. Earlier QuickBooks versions import QBO (Web Connect) files until they becomes three years old. For example, if right now year 2019 then QuickBooks 2017 is the earliest version that imports QBO (Web Connect) files.
You may find that 2016 still imports QBO (Web Connect) files, please use the trial version to confirm that before purchasing.
How I should import a QBO file that CSV2QBO created under QuickBooks 2017+ QuickBooks (including 2019)?
1. Start Quickbooks, and click Lists, then Chart of Accounts. Verify that the account you need to import into is NOT ONLINE LINKED. If it has the yellow strike icon, edit the account first and activate online link.
1.1. IMPORTANT: If the account has yellow strike icon, select Account, Edit Account, then click on the Bank Feeds (Online Services in older versions) tab, select "Deactivate All Online Services" and Save the changes.
2. Under the main menu, click Banking, then Online Banking, then Import Web Connect File (or click File, then Utilities, then Import, then Web Connect Files).
3. On the file dialog, navigate to the folder where you saved a QBO file, select it and click Open.
4. On the import screen, select an account from the account drop down list or select to create new account.
IMPORTANT: If existing account list does not have the account you need to import into, please return to Step 1 above and ready carefully.
5. Transactions are imported (almost done.
6. In Banking Feeds Center, select bank, and click the Transaction List button to start reviewing imported transactions.
7. Review transactions, match payees names to vendor records and assign expense/income accounts and complete transactions import into the register.