What Bank export file format does this tool accept?

This tool accepts Bank CSV File files. Export from Bank and upload the File file directly.

Can I convert Bank CSV to QuickBooks?

Yes, this tool converts Bank CSV File exports directly to QuickBooks Format format compatible with QuickBooks.

How do I import Bank csv to QuickBooks?

Export your csv from Bank, upload the CSV file to this converter, then import the converted file to QuickBooks.

CSV File to QuickBooks Converter — Import Bank CSV to QB

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QuickBooks Format Format

valid rows

Universal CSV to QuickBooks converter. Import bank CSV files into QuickBooks Online or Desktop with automatic formatting.

No API required

Browser-based processing

Run on Google Cloud Platform

Download CSV Template

Sample CSV showing required format

CSV Template

Download QBO Output Example

Example of QuickBooks Online CSV output

Output Example

Tool Rating

4.8 / 5 (178 votes)

How It Works

Export Bank CSV

Download transactions from your bank as CSV

Upload CSV File

Drop your bank's CSV file here

Choose QB Version

Select Online (CSV/.qbo) or Desktop (IIF)

Import to QuickBooks

Follow import instructions for your QuickBooks version

Why Convert CSV Files to QuickBooks Format?

QuickBooks CSV Import Limitations

QuickBooks has strict requirements for CSV imports: - QuickBooks Online: Requires exactly 3 or 4 columns with specific names - QuickBooks Desktop: Doesn't support CSV transactions (needs IIF format) - Both versions: Require MM/DD/YYYY date format, no currency symbols Your bank's CSV doesn't match these requirements, causing import failures. This tool automatically detects your CSV structure and converts it to the correct format: QBO CSV (3/4 columns), .qbo Web Connect files, or IIF files for Desktop.

Required CSV Columns

Your bank CSV needs these columns (names vary, we auto-detect): - Date: Transaction date (any common format) - Amount: Transaction amount (or separate Debit/Credit columns) - Description/Payee (optional but recommended): What the transaction was

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`	→	`Date`	`01/15/2025`	Normalize to MM/DD/YYYY format
`Amount`	`-50.00`	→	`Amount`	`-50.00`	Signed amount (negative=debit, positive=credit)

Why Use This Tool?

Multiple Output Formats

Choose CSV, .qbo, or IIF based on your QuickBooks version.

Universal Bank Support

Works with CSV exports from any bank or financial institution.

Online & Desktop

Supports both QuickBooks Online and Desktop versions.

Smart Format Detection

Automatically identifies columns regardless of naming.

Date & Amount Cleanup

Converts dates to MM/DD/YYYY and removes currency formatting.

Browser-Based Privacy

Files process locally. Your financial data stays private.

Data Transformation

Each CSV row becomes one QBO CSV row

Transaction with various column names and formats

Key columns: Date, Amount or Debit/Credit, Description/Payee

1:1 — One input row creates one output row

Standardized format for QBO Banking import

Transaction Convert any date format to MM/DD/YYYY

Description Combine all description fields

Amount Format as signed amount or split into Credit/Debit

Dates must be valid; amounts must be numeric

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', 'Transaction Date', or 'Posted Date' column

Add column: Date, Transaction Date, or Posted Date

Ensure your CSV has a date column with one of the common names

Rename your date column to 'Date' before uploading

Missing Amount Column

File must have amount information

No 'Amount', 'Debit', 'Credit', or 'Total' column

Add column: Amount (signed) or Debit+Credit columns

File needs either Amount column or separate Debit/Credit columns

Add amount data or use bank's standard export format

Invalid Date Format

Dates cannot be parsed

Date: '2025-Jan-15' or Excel serial number

Date: '01/15/2025' or '2025-01-15'

Use standard date formats: MM/DD/YYYY, YYYY-MM-DD, or DD/MM/YYYY

Format dates as text in Excel before exporting to CSV

Currency Symbols in Amounts

Amount column contains $, €, or other symbols

Amount: '$1,234.56' or '€500,00'

Amount: '1234.56' or '500.00'

Tool automatically removes currency symbols and thousand separators

No action needed - conversion handles this automatically

Frequently Asked Questions

For QuickBooks Online, use CSV format (faster, simpler). For QuickBooks Desktop, use IIF format. The .qbo format works with both but is best for importing into connected bank accounts.

Yes! The tool recognizes column names from all major banks: Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC, and hundreds more. If you have date and amount data, it will work.

The tool checks for 20+ variations of each required column. If your columns are named uniquely, the tool will still try to detect them. Worst case, rename 'Date' and 'Amount' columns before uploading.

Yes! Credit card CSV exports work the same as bank account CSVs. The tool handles both.

QuickBooks Online: Banking → Upload from File, select account, choose converted CSV. QuickBooks Desktop: File → Utilities → Import → IIF Files (for IIF) or File → Import → Web Connect (for .qbo).

For .qbo format, unique transaction IDs prevent duplicates. For CSV and IIF, QuickBooks may import duplicates - only import each file once.

Yes! Combine your CSVs in Excel first, then convert the combined file. This works great for importing transactions from multiple accounts.

First 10 transactions are free to preview. Full file conversions require credits (0.5 credits per 1000 rows, minimum 5 credits).