About

Built for practical bookkeeping.

Bank2QBO is a focused utility for small businesses, bookkeepers, and anyone whose bank exports transaction data as CSV but needs a structured QBO file for a manual bank-transaction workflow.

Why this tool exists

A CSV describes rows and columns, but it does not say which column is a posted date, whether a positive number means money in, or which account the rows belong to. Bank2QBO makes those decisions visible: you choose the fields, review normalized transactions, and select the account context before downloading.

Privacy is the architecture

The converter runs in your browser. We do not operate a transaction-processing server, store bank statements, or ask for bank or QuickBooks credentials. File selection, parsing, previewing, and QBO creation happen on the device running the browser.

What the converter does

It reads the CSV you choose, lets you map columns, normalizes supported dates and amounts, generates a transaction identifier when a suitable one is not provided, and writes an OFX/QBO envelope for manual import. It supports one signed amount column or separate debit and credit columns.

What it deliberately does not do

• It does not connect to a bank or download transactions.
• It does not connect to QuickBooks or modify a company file.
• It does not categorize entries or provide accounting advice.
• It does not promise compatibility with every bank export or software version.

How to use it responsibly

Keep the untouched export, convert one account at a time, test a short non-overlapping period, and reconcile after import. The import preparation guide explains that control process; the troubleshooting guide helps isolate rejected dates, signs, and duplicate ranges.

Independence

Bank2QBO is not affiliated with, sponsored by, or endorsed by Intuit. QuickBooks and Intuit are trademarks of Intuit Inc. Product features and import paths may change, so consult current product documentation for version-specific steps.