CSV to QBO Converter — Spreadsheet to QuickBooks
Convert CSV spreadsheets to QuickBooks Web Connect (QBO) format. Prepare transactions in Excel and import directly into QuickBooks.
How to Convert CSV to QBO
Prepare your transactions in a CSV with these columns:
| Column | Required | Description |
|---|---|---|
| Date | Yes | Transaction date in YYYY-MM-DD format |
| Description | Yes | Payee or transaction description |
| Amount | Yes | Positive for credits, negative for debits |
| Type | No | DEBIT or CREDIT (auto-detected from Amount if omitted) |
| Memo | No | Optional memo text |
| CheckNumber | No | Optional check or reference number |
Drop your CSV, click Convert, and download the QBO file ready to import into your accounting software.
Frequently Asked Questions
When migrating between accounting software or uploading transactions from a spreadsheet, QBO format is required by QuickBooks. This converter lets you prepare your data in Excel, then convert to QBO for import.
The CSV should have columns: Date, Description, Amount, Type (DEBIT/CREDIT), and optionally Memo and CheckNumber. Amount can be positive (credit) or negative (debit).
The generated QBO file follows the standard OFX specification and works with any QuickBooks-compatible accounting system.
Yes. Everything runs in your browser. Your data never leaves your device.
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