Been searching for something like this for months. Our Shopify store processes 500+ orders monthly and this handles everything perfectly. Date formats, tax columns, refunds - all correct.
Convert Excel to QuickBooks (.qbo) — Free XLS to QBO Converter
or drop .csv, .xls, .xlsx files here
or
Invoice import blocked if Sales Tax enabled in QBO
Convert Complete
QuickBooks Web Connect (.qbo) Format
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Validation Report Download
The download includes your original file with an added "Validation Error" column showing error messages for each row. Valid rows have an empty error column.
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What Our Users Say
works good, wish it had batch mode
I was spending 4-5 hours every month reformatting exports manually. This tool paid for itself in the first use. The preview feature helped me verify the mapping before paying.
exactly what i needed thx!!
Super straightforward. Upload, convert, download. No account needed which is nice. Would give 5 stars if they add Xero support.
saved me hours of work
My accountant was so happy when I sent her the converted file. No more back-and-forth about date formats or missing columns. Everything imported correctly on first try.
fast and easy 10/10 would recommend
Been using this for 6 months for monthly reconciliations. Handles all the edge cases - partial refunds, multi-line orders, currency conversions. Very reliable tool.
Good tool, does what it says. Interface could be bit better but conversion quality is excellent. Using it for my 3 Shopify stores.
Switched from A2X to this. Way simpler for my needs - I don't need real-time sync, just clean data once a month. This delivers exactly that.
finally!! something that works with QB desktop!!
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Ready to convert your own data?
Transform Excel spreadsheets into QuickBooks-ready .qbo files for seamless bank transaction import via Web Connect.
No API required
Browser-based processing
Run on Google Cloud Platform
How It Works
1
Prepare Excel File
Ensure your file has Date and Amount columns
2
Upload File
Drop your Excel or CSV file here
3
Configure Bank Info
Optional: Enter bank name and account details
4
Download .qbo File
Import into QuickBooks via File → Import → Web Connect
Why Convert Excel to .qbo Format?
The Import Challenge
You have bank transactions in Excel but QuickBooks doesn't directly import
spreadsheets. QuickBooks expects .qbo files (OFX format) from banks.
This tool bridges the gap by converting your Excel data into proper .qbo
files that QuickBooks recognizes.
Common use cases: Your bank doesn't provide .qbo downloads, you need
to import historical data beyond 90 days, you're migrating from another
accounting system, or you have edited transaction data in Excel.
Required Excel Columns
Your Excel file needs these columns (case-insensitive):
- Date (required): Transaction date in any common format
- Amount (required): Transaction amount (negative for debits, positive for credits)
- Description or Payee (recommended): Transaction description
- Memo (optional): Additional notes
- Reference or Check Number (optional): Transaction reference
Your Data is Safe
Bank-Level Security
256-bit SSL encryption. Same standards as major financial institutions.
No Data Storage
Files are processed directly in browser. No calls to our servers.
GDPR Compliant
Full EU data protection compliance. Your privacy rights protected.
Field Mapping
How Banking Csv fields map to Quickbooks Online Bank Transaction
| Banking Csv | Source Value | Quickbooks Online Bank Transaction | Target Value | Note | |
|---|---|---|---|---|---|
Date |
01/15/2025 |
→ | DTPOSTED |
|
Convert to YYYYMMDD000000 format |
Memo |
AMAZON PURCHASE |
→ | MEMO |
|
Transaction memo (max 255 chars) |
Amount |
-50.00 |
→ | TRNAMT |
|
Signed decimal amount |
Reference |
REF123456 |
→ | FITID |
|
Generate unique transaction ID if missing |
Check Number |
REF123456 |
→ | CHECKNUM |
|
Check number if available |
Why Use This Tool?
Excel & CSV Support
Accepts .xls, .xlsx, and .csv files from any source.
Automatic Column Detection
Finds Date and Amount columns regardless of naming variations.
Web Connect Format
Generates proper .qbo files with OFX 2.x structure.
Unique Transaction IDs
Auto-generates FITIDs to prevent duplicate imports.
Date Format Flexibility
Handles MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, and more.
Browser-Based Privacy
Files process locally in your browser. Data never leaves your computer.
Data Transformation
Each CSV row becomes one OFX transaction
Input
Bank CSV Row
Transaction with various column names
Key columns:
Date,
Amount,
Description
1:1 — One input row creates one output row
Output
OFX Transaction (STMTTRN)
XML structure within .qbo file
Transaction
Convert to YYYYMMDDHHMMSS
Payee
Truncate to 32 characters
Amount
Format as signed decimal
ID
Generate unique transaction ID
Dates must be valid; amounts must be numeric; FITIDs must be unique
Common Bank Transaction CSV (3-Column) Import Errors
Issues you might encounter when importing Bank CSV Transactions data to Bank Transaction CSV (3-Column) - and how we solve them
Missing Date Column
File must have a date column
No 'Date' or 'Transaction Date' column
Add column: Date, Transaction Date, or Posted Date
Ensure your CSV has a date column
Rename your date column to 'Date' before uploading
Missing Amount Column
File must have amount information
No 'Amount' or 'Total' column
Add column: Amount or combine Debit/Credit
File needs amount data
Add amount column or use bank's standard export
Invalid Financial Institution ID
QuickBooks requires valid FID for import
FID: 00000 or blank
FID: Valid institution ID (e.g., 10898 for Chase)
Use correct FID for your bank or generic FID
Tool generates generic FID if not specified
Duplicate Transaction IDs
Multiple transactions with same FITID cause import issues
Same ID for different transactions
Unique FITID per transaction
Tool auto-generates unique IDs from date+amount+sequence
Allow tool to generate FITIDs automatically
Frequently Asked Questions
At minimum, you need 'Date' and 'Amount' columns. Optional columns include 'Description', 'Payee', 'Memo', and 'Check Number'. Column names are case-insensitive and the tool recognizes common variations.
Yes! The .qbo format works with both QuickBooks Online (via Banking → Upload from File) and QuickBooks Desktop (via File → Import → Web Connect).
Use negative numbers for debits/payments (like -50.00) and positive numbers for credits/deposits (like 100.00). Currency symbols and commas are automatically removed.
The tool recognizes many variations like 'Transaction Date', 'Posted Date', 'Txn Date' for dates, and 'Total', 'Transaction Amount' for amounts. It also handles separate 'Debit' and 'Credit' columns.
Yes! This is perfect for importing transactions older than the 90-day limit of bank feeds. Convert your historical data to .qbo and import it.
No. You can use the default placeholder values (000000000). QuickBooks will still import the transactions - you just won't have matching for online banking.
No. The tool generates unique FITIDs (transaction IDs) based on date, amount, and sequence. QuickBooks uses these to prevent duplicate imports.
Preview the first 10 transactions free. Full conversions require credits based on transaction count.
Banking → Quickbooks Online Data Ecosystem
All available data flows from Banking to Quickbooks Online
Banking
Bank CSV Transactions
Generic bank CSV export with flexible column detection
→
Quickbooks Online
Bank Transaction CSV (3-Column)
QuickBooks Online bank transaction import - 3-column format
Date → Date
Description/Payee/Memo → Description
Amount → Amount
Banking
Bank CSV Transactions
Generic bank CSV export with flexible column detection
→
Quickbooks Online
Bank Transaction CSV (3-Column)
QuickBooks Online bank transaction import - 3-column format
Date → DTPOSTED
Description/Payee → NAME
Memo → MEMO
Banking
IIF QuickBooks Transactions
Intuit Interchange Format for QuickBooks Desktop (tab-delimited)
→
Quickbooks Online
Bank Transaction CSV (3-Column)
QuickBooks Online bank transaction import - 3-column format
DATE → Date
NAME + MEMO → Description
AMOUNT → Amount
Banking
OFX/QFX/QBO Bank Transactions
Bank and credit card transactions in Open Financial Exchange format
→
Quickbooks Online
Bank Transaction CSV (3-Column)
QuickBooks Online bank transaction import - 3-column format
DTPOSTED → Date
NAME + MEMO → Description
TRNAMT → Amount
Banking
OFX/QFX/QBO Bank Transactions
Bank and credit card transactions in Open Financial Exchange format
→
Quickbooks Online
Bank Transaction CSV (3-Column)
QuickBooks Online bank transaction import - 3-column format
DTPOSTED → Date
NAME + MEMO → Description
TRNAMT → Amount
Banking
QIF Bank Transactions
Quicken Interchange Format transactions for bank and credit card accounts
→
Quickbooks Online
Bank Transaction CSV (3-Column)
QuickBooks Online bank transaction import - 3-column format
D → Date
P + M → Description
T → Amount