Integrate Upwork Transactions with QuickBooks

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Integrate Complete

QuickBooks Bank Statement CSV Format
valid rows

Integrate Upwork Transaction History with QuickBooks Bank Statement CSV for freelance income tracking.

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Download Sample Upwork Transactions

Sample CSV to test the converter

Download Sample

Tool Rating

4.7 / 5 (112 votes)

How Integration Works

1

Export from Upwork

Reports → Transaction History → Download CSV

2

Upload and Configure

Upload Transaction History CSV CSV and choose Bank Transaction CSV (3-Column) format

3

Preview and Download

Review converted data, download Quickbooks Online-ready file

4

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

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.

Jessica V.
Freelance Web Developer · $12K monthly Upwork revenue

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.

Nathan G.
CPA · 18 freelancer clients

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.

Danielle P.
Freelance Copywriter · 8 active contracts

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.

Raj K.
Freelance Data Analyst · $7K monthly Upwork income

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.

Christina B.
Bookkeeper · 10 gig economy clients

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.

Samuel T.
Freelance UX Designer · 5 active contracts

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

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.

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.

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

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

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

Your data never leaves your device. All files are processed entirely in your browser using client-side JavaScript - no data is stored on our servers or sent anywhere. There's no account to hack, no database storing your files, and no API connections to your bank or accounting software. You upload, convert, download, and we forget it immediately.
No payment or signup required. You can upload your file, see a free preview of the conversion results, and verify everything looks correct before paying anything. If it doesn't work for your files, you haven't wasted any money. We only charge when you're satisfied and ready to download the final converted file.
You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.
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 ACH deposits take 2-5 business days to reach your bank account. QuickBooks may take an additional 1-3 days to display the transaction depending on your bank's processing speed.
Create an 'Upwork Clearing' bank account in QuickBooks, record Upwork fees as a separate expense entry to a 'Freelancer Processing Fees' account so fees are tracked separately from income.
Yes, creating an 'Upwork Clearing' account helps organize transactions and ensures proper reconciliation with your actual bank statement when payments arrive.
Yes, use integration tools like Zapier or Magical to automatically sync Upwork data to QuickBooks. Alternatively, import your bank CSV/QBO file once deposits hit your bank.
Record each Upwork invoice with client details and work description, then create a matching payment entry with the corresponding fee deducted to maintain accurate transaction records.
Match downloaded bank transactions instead of manually re-entering them. Use either Bank Feeds OR manual uploads, not both, to avoid duplicates.