Bank Transaction Format
3-column: Date, Description, Amount. Or 4-column: Date, Description, Credit, Debit. We output both.
Enter your email to receive a sign-in link
Free online tools for QuickBooks Online. Convert exports to accounting formats, validate data files, and process transactions. 84 tools available.
QBO integrates with 35 platforms through our conversion and import tools.
Step-by-step export and import instructions for QBO.
Common causes: wrong date format (use MM/DD/YYYY), currency symbols in amounts, special characters in descriptions, or day-of-week in date (e.g. '20/11/2018 TUE'). Our converter fixes these.
Minimum: Date, Description, Amount. Or Date, Description, Credit, Debit. Remove extra columns. We output the exact format QBO expects.
No. QBO bank import cannot target subaccounts. Use main account or manual entry for subaccounts.
Export from Shopify, Stripe, PayPal, or bank. Ensure you have Date, Description, and Amount (or Credit/Debit) columns.
Upload your CSV. We fix date format (MM/DD/YYYY), remove currency symbols, strip special characters. Output: 3-column (Date, Description, Amount) or 4-column.
Banking > Upload transactions. Map columns. File must be under 350 KB, up to 1,000 transactions. No subaccount imports.
3-column: Date, Description, Amount. Or 4-column: Date, Description, Credit, Debit. We output both.
QBO needs consistent dates. We convert ISO, DD/MM/YYYY, or mixed formats to MM/DD/YYYY.
Bank descriptions with special chars block import. We clean them automatically.
Validate QBO customer and product exports. Check format before re-import or migration.
Validate QBO invoice export format. Ensure required fields for downstream use.
We split large files or optimize output to stay under QBO's 350 KB bank upload limit.
SpreadsheetBroccoli