I have multiple long-term clients on Upwork and tracking service fees separately in QuickBooks was a mess. The converter imports my entire transaction history and splits income from Upwork's 10% service fee deductions so I can claim them as business expenses at tax time.
Integrate Upwork Transactions with QuickBooks
Integrate Upwork Transaction History with QuickBooks Bank Statement CSV for freelance income tracking.
Free preview — then from $5. Save with bundles.How Integration Works
Export from Upwork
Reports → Transaction History → Download CSV
Upload and Configure
Upload Transaction History CSV CSV and choose Bank Transaction CSV (3-Column) format
Preview and Download
Review converted data, download Quickbooks Online-ready file
Import to QuickBooks Online
Banking → Select Account → Upload from Computer → Import CSV
Your file is ready for QuickBooks Bank Statement CSV — just upload it, no extra steps needed.
How People Use This
Most of my Upwork freelancer clients dump everything into one income category in QuickBooks. I filter their transaction history to separate earnings from service fees, and the date format conversion from Upwork's MMM DD YYYY to MM/DD/YYYY means no manual cleanup before import.
I was behind on bookkeeping for months because manually entering each Upwork payment into QuickBooks took forever. Now I download the transaction history CSV, convert it, and import three months of freelance income in about five minutes. The job title and client details show up in descriptions automatically.
Upwork bank reconciliation in QuickBooks was always off because I forgot to track the service fees as deductible expenses. The transaction filter lets me import all transactions at once, with each fee clearly labeled. My accountant finally has clean records for quarterly estimated taxes.
I handle QuickBooks for several Upwork freelancers and every one of them had different date formats and transaction labels. The converter standardizes everything into QuickBooks bank format with consistent descriptions. Bulk-processing monthly exports saves me about an hour per client each month.
I use Upwork for all my freelance work and the 10% service fee was invisible in my QuickBooks books. The converter breaks out every fee as a separate transaction line, so my P&L shows true gross income minus platform fees. Bank reconciliation matches my Upwork withdrawals exactly.
Integration Questions Answered
Which Upwork export do I need?
Use Transaction History from Reports → Transaction History → Download CSV. This includes all earnings, fees, and withdrawals.
Should I import all transactions or just income?
For complete accounting, import all transactions. For just income tracking, filter to 'Income Only'. Service fees are tax-deductible expenses.
Will amounts match my bank deposits?
Yes. The Amount field in Upwork exports shows net amounts after fees - exactly what you receive.
Why Upwork Freelance Income Is Hard to Track
The Service Fee Problem
What This Tool Does
Seamless and Secure Integration
Automatic Column Matching
Fields from your source file are mapped to the right columns in the target format. No manual work needed.
Runs in Your Browser
Integration runs entirely in your browser. No third-party access to your data.
GDPR Compliant
No data leaves your machine. Full EU privacy compliance.
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Files process entirely in your browser. We're GDPR compliant with TLS encryption.
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Yes! Full refund within 14 days if no credits used. Partial refund for unused credits anytime. Contact sup@spreadsheetbroccoli.com.
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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 Automate the Data Transfer?
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
One row per transaction
Date,
Type,
Amount
One row per transaction
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
Upwork → Quickbooks Online Data Ecosystem
All available data flows from Upwork to Quickbooks Online
Quick question before you go
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