CSV2QBO: Convert CSV to QBO (Web Connect)

Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert CSV to QBO and import into QuickBooks 2019, 2018, 2017, 2016, (Win/Mac/Online). Review transactions in a readable view before converting



What can I do with CSV2QBO (CSV to QBO Converter)?

Why should I trust CSV2QBO?

If I need any help with conversion, can you help me?

Can I try before purchasing?

Do you have a sample CSV file to help me started?

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 2018 then QuickBooks 2016 is the earliest version that imports QBO (Web Connect) files.


How I should import a QBO file that CSV2QBO created under QuickBooks 2016+ QuickBooks (including 2019)?