Bank guides
One page per bank and payment processor: how to export the CSV, what is odd about that export, and a converter with the right preset already selected.
Chase CSV to QBO
Chase gives you CSV, QuickBooks Online wants a Web Connect .qbo file — the converter below bridges the two in your browser, with the Chase column layout already mapped.
Bank of America CSV to QBO
A Bank of America CSV starts with a block of summary lines that breaks most importers; the converter below skips them and writes a clean QuickBooks .qbo file without uploading anything.
Wells Fargo CSV to QBO
Wells Fargo’s comma delimited export has no header row at all, which is why so many importers choke on it; the converter below recognises it by column shape and writes a QuickBooks .qbo file locally.
Citi CSV to QBO
Citi splits charges and payments across two columns and includes pending rows; the converter below merges the columns, drops the pending transactions and writes a QuickBooks .qbo file in your browser.
Capital One CSV to QBO
Capital One exports ISO dates and keeps charges and payments in separate columns; the converter below normalises both and produces a QuickBooks .qbo file without your statement leaving the browser.
American Express CSV to QBO
American Express exports charges as positive numbers, which imports them backwards unless something flips the sign — the converter below does that, and builds the QuickBooks .qbo file in your browser.
U.S. Bank CSV to QBO
U.S. Bank exports a tidy five-column CSV with the payee in a Name column and a separate Memo; the converter below maps them to a QuickBooks .qbo file without uploading your statement.
PayPal CSV to QBO
PayPal reports a gross amount and a fee on the same line; the converter below splits the fee into its own transaction so the net matches your balance, and writes a QuickBooks .qbo file locally.
Stripe CSV to QBO
Stripe exports a gross amount and a fee per charge and pays you the net days later; the converter below splits the fee into its own line so your payouts reconcile, and builds the .qbo file in your browser.
Square CSV to QBO
Square reports gross sales, fees and a net total on one line; the converter below turns each sale into a collected amount plus a separate fee, and writes the QuickBooks .qbo file in your browser.
Your bank not here? The converter on the home page handles any CSV or Excel statement — map the columns once and convert.