Bank CSV → QuickBooks Desktop .QBO
For banks and card issuers that only give you a CSV. Your file is processed entirely in this browser tab and is never uploaded. Try a free 5-transaction file in QuickBooks first; buy a pass only if the import works.
1. Choose your CSV
2. Check the columns
3. Account details for QuickBooks
Fill these from an older QBO/QFX file from the same bank (recommended)
If your bank used to offer QuickBooks downloads, pick one of those old files. Its bank ID and account fields are read here in the browser.
No INTU.BID? See how to find it. This tool does not supply one for you: the right value depends on your bank and QuickBooks.
4. Review
| Date | Payee (as exported) | Amount | ID |
|---|
5. Download
Import it in QuickBooks Desktop: File › Utilities › Import › Web Connect Files. Import into a backup or test company file first; QuickBooks imports cannot be undone. Transaction IDs in the test file are the same as in the full file, so QuickBooks should skip the 5 test transactions as already imported.
Full file: . Buy a passPurchases are not open on this site yet.