How-to guides on converting CSV and Excel statements to QBO, fixing QuickBooks import errors, and getting clean books faster.
Export a Wells Fargo CSV and get it into QuickBooks cleanly. Convert the Wells Fargo CSV to a .qbo Web Connect file for a reliable import in QuickBooks Online or Desktop.
Read articleDownload a Chase CSV and get it into QuickBooks the right way. Convert the Chase CSV to a .qbo Web Connect file for a clean import in QuickBooks Online or Desktop.
Read articleQuickBooks bank feed not working or not updating? Here are the real fixes, plus how to import transactions manually with a CSV or .qbo file when feeds fail.
Read articleHow to send a QBO file to your accountant: email the .qbo Web Connect file, invite your accountant to QuickBooks Online for free, and let them import it.
Read articleImport a QBO file into QuickBooks Online via Bank transactions, Upload from file, or into QuickBooks Desktop via File, Utilities, Import, Web Connect.
Read articleDownload a free QuickBooks CSV import template (3-column and 4-column), learn the exact header, date, and 1,000-row rules, or skip formatting with a .qbo.
Read articleConvert Excel to QBO in four steps: upload your .xls or .xlsx, confirm the columns, download a real .qbo file, and import it into QuickBooks Online or Desktop.
Read articleQuickBooks Online imports a CSV through a manual upload; QuickBooks Desktop has no CSV transaction import at all. Here is how each differs and the .qbo fix.
Read articleLearn how to convert CSV to QBO in four steps: upload your CSV, confirm the columns, download a real .qbo file, and import it into QuickBooks Online or Desktop.
Read articleMap CSV columns to QuickBooks the right way: match Date, Description, and Amount in QuickBooks Online, fix common mapping errors, and skip mapping with a .qbo.
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USD / month
billed $288 yearly
For a firm or finance team converting across many clients and currencies.
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billed $888 yearly
For multi-bookkeeper firms managing many client books at scale.
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billed $2,988 yearly
