How to use it
- Choose a CSV, TXT, or XLSX bank export.
- Confirm columns, date format, account type, and the visible beta settings.
- Review the candidate transactions, download the QBO file, and test it in a blank company.
Free CSV to QBO converter beta
CSV to QBO converter: create a candidate Web Connect file locally.
Map a CSV, TXT, or XLSX bank export into a candidate QBO file in this browser. This beta has not been verified in a real QuickBooks Desktop environment.
Free to use. No signup. Source files stay in this browser.
CSV to QBO Converter
Create a candidate Web Connect file from a bank CSV. Download is free while Desktop compatibility is being tested.
This QBO output is a free beta. It has not been verified in a real QuickBooks Desktop environment. Do not use it with your main company file.
Drop a bank file here
Supports csv, txt, xlsx. Your file stays in this browser.
Supported files and limits
CSV, TXT, and XLSX input; experimental QBO output for QuickBooks Desktop testing. One file at a time, up to 20 MB and 50,000 transaction rows. The current release is for US English and USD workflows.
Fictional example
Date,Description,Amount → 07/02/2026,Fictional Client Payment,425.00
Common problems to check
- A required date or amount is missing or invalid
- The account type or amount direction is wrong
- QuickBooks rejects an unverified beta file
Beta boundary
QBO output is experimental and has not been tested in a real QuickBooks Desktop environment. Use a blank test company and keep a backup.
Local processing and evidence
The source file is read, parsed, previewed, and exported in this browser. It is not sent to BankFileKit, an AI service, or an analytics provider.
Read the privacy boundary, validation method, and compatibility status.
What this CSV to QBO converter accepts and generates
| Step | Current boundary |
|---|---|
| Input | One local CSV, TXT, or XLSX bank export. XLSX reads its first worksheet. The limit is 20 MB and 50,000 source rows. |
| Output | A downloadable candidate .qbo Web Connect file for US English and USD testing. |
| Verification status | Browser parsing and file generation are tested. Import into a real QuickBooks Desktop environment is not yet verified. |
| Processing location | The source file, preview, mapping, and generated result stay in this browser. They are not uploaded to BankFileKit. |
Required CSV fields
- Date: every kept row needs a date that parses under the date convention you select.
- Amount: use one valid signed Amount field, or separate Credit and Debit fields with only one populated per row.
- Description: strongly recommended for a useful QBO name. A blank description creates a visible warning to review.
- Table shape: remove report headings, totals, and decorative rows so one row represents one transaction.
Fictional input example
Date,Description,Amount 07/14/2026,Fictional Office Supply,-48.20 07/15/2026,Fictional Client Payment,425.00
Use invented values when testing. Do not put a real account number, statement, or transaction record into a support request.
Create a candidate QBO in five cautious steps
- Choose a local CSV, TXT, or XLSX export.
- Confirm the Date, Description, and Amount or Credit/Debit mappings.
- Select the source date convention and review row-level errors or warnings.
- Choose the visible account type settings, then inspect the generated transaction preview.
- Download the candidate QBO and test it only in a blank QuickBooks Desktop company with a backup available.
Known beta and compatibility limits
- PDF, QIF, IIF, QBW, QBX, and bank-login workflows are not supported by this tool.
- The writer makes a candidate Web Connect structure; it does not verify a bank connection, account state, or a particular QuickBooks release.
- The generated QBO declares US ASCII / Windows-1252. Non-ASCII text is replaced with
?, so review names and memos. - A successful download is not proof that QuickBooks will import the file or represent every field as intended.