Bank file tools

Convert bank CSV, QBO and OFX files locally.

Format a bank CSV for QuickBooks, create a candidate QBO for testing, or turn QBO and OFX statements into audit CSV files without uploading the original financial file.

Format a CSV CSV to QBO converter beta

QuickBooks CSV Formatter

Turn a bank export into the 3-column or 4-column CSV format QuickBooks Online accepts.

Local only

Drop a bank file here

Supports csv, txt, xlsx. Your file stays in this browser.

Your file is processed in memory and is not sent to our servers.

Start with the file you already have.

Choose the exact tool for a bank CSV, QBO, or OFX file. Every workflow shows the rows before download.

QuickBooks CSV Formatter

Map a bank CSV into the 3-column or 4-column format QuickBooks Online supports.

Open formatter

QBO to CSV

Read a QBO Web Connect statement locally and export an audit CSV with supported fields and metadata.

Inspect QBO

CSV to QBO converter beta

Create a candidate Web Connect file locally while Desktop compatibility is being verified.

Create candidate QBO

OFX to CSV

Extract supported OFX bank or card fields and statement metadata without sending the source to a server.

Inspect OFX

See the rows first

Preview dates, descriptions, amounts, and errors before export.

Keep the source local

No bank file upload is needed for the core workflow.

Keep the boundary clear

QuickBooks is a separate product. We are not affiliated with Intuit.

Who BankFileKit is for

Reviewable file preparation without a source-file upload.

We created BankFileKit to give bookkeepers, small businesses, and financial advisers a privacy-first way to format QuickBooks CSV files, inspect QBO or OFX data, and prepare candidate imports without sending source transactions to a server.

Bookkeepers

Standardize client-provided CSV columns, review row-level issues, and inspect supported QBO or OFX statement fields.

Small businesses

Fix a bank export for a documented QuickBooks workflow while keeping transaction rows in the browser.

Financial advisers

Prepare or inspect a client-provided file without treating the tool as accounting, tax, or investment advice.

Need the exact boundary?

See the supported inputs, local processing stages, experimental QBO limit, and current analytics setup.

Read how BankFileKit works or check the FAQ.

QuickBooks Online CSV guidance: official 3-column and 4-column format.

Guides and import checks

Understand the format, then follow the right import steps.

Use a format reference when the file is unfamiliar, or go straight to the relevant QuickBooks checklist.

Browse all file guides

File format guides

QBO file format explainedHeaders, OFX blocks, tags, and limits CSV to QBO file requirementsDates, amounts, fields, and local beta limits QuickBooks Online CSV format3-column and 4-column bank CSV rules OFX vs QBO vs CSVChoose by structure and target workflow Excel to QBO file requirementsFirst-sheet table rules and candidate-file limits

Import and troubleshooting

Import QBO into QuickBooks OnlineUpload, choose an account, and review rows Import QBO into QuickBooks DesktopBack up, test, and verify Web Connect Fix CSV to QBO conversion errorsSeparate source-file issues from import-test limits Fix QuickBooks CSV import errorsHeaders, dates, signs, and extra rows Validate a QBO before importRows, metadata, duplicate warnings, and test boundary Fix QBO Web Connect errorsSource, account, backup, and documented checks