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.
Upwork Transactions to QuickBooks Bank Statement Converter
or drop .csv, .xls, .xlsx files here
or
Invoice import blocked if Sales Tax enabled in QBO
Convert Complete
QuickBooks Bank Statement CSV 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?
Convert Upwork Transaction History to QuickBooks Bank Statement CSV for freelance income tracking.
No API required
Browser-based processing
Run on Google Cloud Platform
How It Works
1
Export from Upwork
Download Transaction History from Upwork → Reports → Transaction History → Download CSV
2
Upload and Configure
Upload your CSV and choose which transactions to include
3
Preview and Download
Review transactions with proper formatting and download
4
Import to QuickBooks
Import to QuickBooks via Banking → Banking → Upload → Browse
Why Upwork Freelance Income Is Hard to Track
The Service Fee Problem
Upwork deducts 10-20% service fees before payouts. Your bank shows net deposits, but for accurate accounting and taxes, you need to track gross income and fees separately.
What This Tool Does
We convert your Upwork Transaction History export into QuickBooks bank statement format. Each transaction (earnings, fees, withdrawals) becomes a properly formatted bank line for accurate income and expense tracking.
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 Upwork Transaction_History fields map to Quickbooks Online Bank Transaction
| Upwork Transaction_History | Source Value | Quickbooks Online Bank Transaction | Target Value | Note | |
|---|---|---|---|---|---|
Date |
Jan 15, 2024 |
→ | Date |
Jan 15, 2024
|
Transaction date |
Amount |
500.00 |
→ | Amount |
500.00
|
Transaction amount |
Why Use This Tool?
Transaction Type Filtering
Choose to import all transactions, income only, or fees only for flexible accounting.
Date Format Conversion
Automatically converts Upwork dates (MMM DD, YYYY) to QuickBooks format (MM/DD/YYYY).
Job & Client Details
Descriptions include transaction type, job title, and reference ID.
Service Fee Tracking
Track Upwork's 10-20% service fees as deductible business expenses.
Bulk Processing
Process multiple months of transactions in one upload.
Browser-Based Privacy
Your Upwork financial data processes locally. Never uploaded to any server.
Data Transformation
Each Upwork transaction becomes one bank statement line
Input
Upwork Transaction
One row per transaction
Key columns:
Date,
Type,
Amount
1:1 — One input row creates one output row
Output
QuickBooks Bank Statement Line
1:1 rows per
input
One row per transaction
Transaction
Transaction becomes bank line
Dates must be valid. Amounts must be numeric.
Common Bank Transaction CSV (3-Column) Import Errors
Issues you might encounter when importing Transaction History CSV data to Bank Transaction CSV (3-Column) - and how we solve them
Invalid Date Format
Upwork uses 'MMM DD, YYYY' format
Jan 15, 2024
01/15/2024
Dates automatically converted
No action needed
Mixed Transaction Types
CSV contains earnings, fees, and withdrawals
Filter by Type='Invoice' for income only, or include all for full picture
Use filter_type option
Frequently Asked Questions
Use Transaction History from Reports → Transaction History → Download CSV. This includes all earnings, fees, and withdrawals.
For complete accounting, import all transactions. For just income tracking, filter to 'Income Only'. Service fees are tax-deductible expenses.
Categorize earnings as 'Freelance Income' or 'Contract Revenue'. Categorize service fees as 'Platform Fees' or 'Merchant Fees' expense.
Yes. The Amount field in Upwork exports shows net amounts after fees - exactly what you receive.
Upwork → Quickbooks Online Data Ecosystem
All available data flows from Upwork to Quickbooks Online