Guides
- How to import a .qbo file into QuickBooks Desktop and Online — Step-by-step: importing a Web Connect (.qbo) bank file into QuickBooks Desktop and QuickBooks Online, linking it to the right account, and avoiding duplicates.
- QuickBooks Online bank CSV format: the exact rules — The 3-column and 4-column CSV layouts QuickBooks Online accepts for bank uploads, date format rules, and the most common reasons an upload fails.
- How to import a bank CSV into Quicken — Quicken doesn't import CSV into bank accounts. Here's how to convert the CSV to QFX and import it into Quicken for Windows or Mac without duplicates.
- How to import a bank statement CSV into Xero — Import transactions into a Xero bank account from any bank CSV or spreadsheet: use OFX for a one-click import, or Xero's CSV template.
- Convert a Chase CSV to QBO (checking & credit card) — Chase only offers QuickBooks downloads for recent activity. Convert Chase checking and credit card CSV exports into a .qbo file for older periods.
- Convert an American Express CSV to QBO, OFX or QFX — Amex CSV exports list purchases as positive amounts. Here's how to convert them so charges and payments land the right way round in QuickBooks or Quicken.
- Fixing common QBO / Web Connect import problems — What to do when QuickBooks can't verify the financial institution, creates a new account, duplicates transactions or shows them with the wrong sign.