Conversion library
Learn which import format your QuickBooks product accepts, how to prepare bank exports, map columns, diagnose problems, and verify the result before it reaches your books.
QuickBooks Online format
Prepare a bank CSV for QuickBooks Online, choose the supported three- or four-column layout, and understand when a QBO Web Connect file is the wrong format.
Read the guideConversion guide
Turn a bank CSV export into a QBO file with the correct dates, amounts, account type, and transaction IDs.
Read the guideImport workflow
A pre-import checklist for cleaner QuickBooks bank transaction uploads and fewer duplicate or misclassified entries.
Read the guideColumn mapping
Understand common bank CSV layouts and map transaction dates, descriptions, signed amounts, debits, credits, memos, and IDs correctly.
Read the guideTroubleshooting
Diagnose account, date, amount, duplicate, and file-selection problems when a generated QBO file cannot be imported.
Read the guideFile formats
Compare common financial file formats and understand what Bank2QBO creates for bank-transaction import.
Read the guideAccount workflow
Keep bank and credit-card activity separate, use QBO Web Connect output only for supported bank accounts, and prepare card transactions as CSV.
Read the guideWorked examples
See signed-amount and separate debit/credit CSV examples, plus the correct Bank2QBO mapping for each layout.
Read the guideStart with your situation
| If you need to… | Start here | Then verify |
|---|---|---|
| Import bank activity into QuickBooks Online | QuickBooks Online CSV format | Three-column versus four-column layout |
| Convert a normal bank export | CSV-to-QBO walkthrough | Dates, signs, count, and account type |
| Understand unfamiliar headings | Column-mapping guide | Signed amount versus separate debit/credit |
| Prepare a historical import | Import preparation checklist | Non-overlapping periods and destination account |
| Diagnose a rejected file | QBO troubleshooting guide | A minimal two- or three-row test |
| Separate checking and card activity | Account workflow comparison | Purchases, payments, refunds, and transfers |
What these guides can do
Examples are invented to explain file structure. Never import them into production books or treat them as accounting entries.
QuickBooks menus and accepted workflows can change. The guides explain preparation principles and tell you when to consult current product documentation.
Use a short export from the intended account for testing. The converter processes it locally and never asks for bank or QuickBooks credentials.
Apply the guidance
Run the local diagnostic or download the exact fictional layouts and control log used throughout these guides.
Ready to convert?