CSV to QBO converter
CSV to QBO — QuickBooks Online Web Connect file
Convert a CSV transaction file into a QBO import for QuickBooks Online. Upload a spreadsheet export, check the mapping, and download a QuickBooks Web Connect file (.qbo) in one step.
Drop your file here
CSV
Private by default. Conversion runs in your browser and the file is never uploaded.
How it works
Convert CSV rows into a QuickBooks Online import file
Use this page when you already have transactions in CSV and the next step is QuickBooks Online. The converter reads your rows, lets you confirm the date, description, amount, and category mapping, and generates a QBO Web Connect file (.qbo) you can import without rebuilding the data by hand.
QuickBooks Online accepts .qbo files through the 'Upload transactions' banking flow. Exporting a clean .qbo from CSV saves you the 3-month rolling window limit most direct bank feeds have, and it sidesteps mismatched column issues that make a plain CSV import fail halfway through.
This route stays intentionally narrow. It is for CSV-to-QBO conversion only — not PDF statements, not OFX, not QIF. If your source file is a PDF bank statement, use the PDF-to-QBO route instead. If it is QIF or OFX, the QIF-to-QBO page covers that direction.
Map the right columns
Match your date, description, amount, and category columns before exporting so the QBO file reflects real transactions and not header rows.
Generate a QBO Web Connect file
Download a .qbo file that fits QuickBooks Online's 'Upload transactions' flow — cleaner than forcing a raw spreadsheet through the CSV importer.
Keep memo, amount signs, and dates
The converter preserves transaction dates, signed amounts (debits negative, credits positive), and memo-like fields so the QBO import reconciles correctly.
Step by step
How to convert CSV to QBO in 4 steps
- 1
Upload your CSV
Drag the CSV file into the converter above. It can be an export from Excel, Google Sheets, another bank tool, or a manual spreadsheet.
- 2
Confirm column mapping
Check that the date column is the date, amount is the amount, and description is the description. Flipping two by mistake is the most common failure mode in CSV imports.
- 3
Download the .qbo file
The converter generates a QuickBooks Web Connect file in-browser. Save it to your computer — it is the file QuickBooks Online expects.
- 4
Import into QuickBooks Online
In QuickBooks Online: Banking → Upload transactions → pick the account → drop the .qbo file → QuickBooks shows a preview, then you accept the transactions.
Head to head
CSV to QBO vs pasting CSV directly into QuickBooks
| Feature | This converter | Raw CSV import |
|---|---|---|
| .qbo Web Connect format | ✓ | — |
| Preserves signed amounts | ✓ | Often flipped |
| Works with historical dates beyond 90 days | ✓ | Limited |
| Handles inconsistent column order | ✓ | — |
| Runs in the browser, no install | ✓ | ✓ |
| No signup required | ✓ | ✓ |
Need more than file conversion?
Turn the same statement into a full spending and income report.
When a QBO file is not enough, the main app takes the same raw statement and turns it into categorized transactions, subscription detection, savings insights, and a review-ready dashboard.
Pricing
Pick by volume
One-time for a single report. Basic for regular files. Pro for heavy statements.
- 500 PDF pages per month
- Up to 100 visible transactions per report
- Subscription and recurring charge detection
- AI explanations for spending patterns
- 12-month analysis history
- Unlimited PDF pages
- Unlimited visible transactions per report
- Receipt scanning (5/mo)
- Priority support
FAQ