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.

Drop a CSV or Excel statement here

.csv, .txt, .xlsx and .xls — or choose a file

Your file never leaves your browser.

The Chase Checking / Savings preset is selected for you. Exported a different Chase account? Switch the Format dropdown to Chase Credit Card once your file is loaded.

How to export a CSV from Chase

  1. Sign in at chase.com and open the account you want to export.
    Screenshot: chase-export-1
    The Chase account page, with the download icon above the transaction list.
  2. Set the date range first. Chase exports what is currently on screen, so switch from "Current activity" to the statement period or the custom range you actually need.
  3. Choose the download icon above the activity list, then pick CSV as the file type. Chase labels it "Spreadsheet (Excel, CSV)" on some account types.
    Screenshot: chase-export-2
    The download dialog: activity range on the left, file type on the right.
  4. Download the file. Checking and savings arrive as Chase_Activity_XXXX.CSV; credit cards as Chase_Activity_YYYYMMDD.CSV.
  5. Drop that file into the converter on this page. It is read locally — nothing is uploaded — and the Chase preset is already selected.
  6. Check the preview, then download the .qbo and import it into QuickBooks Online.

Online banking screens change; if a label has moved, look for a download or export control above the transaction list.

Known quirks of the Chase export

Chase Checking / Savings

  • Chase checking and savings export seven columns: Details, Posting Date, Description, Amount, Type, Balance and Check or Slip #. The converter reads Posting Date, Description and Amount, and files Type as the memo.
  • The Check or Slip # column is not on every account, and its exact spelling varies. When it is missing the converter simply leaves check numbers blank rather than failing — we have not yet seen every account variant, so check the preview if you rely on check numbers.
  • On checking exports, money leaving the account is already negative, so amounts are used as they are. If your preview shows deposits and withdrawals the wrong way round, flip the sign in the column mapper.
  • The generated file identifies itself to QuickBooks with Intuit bank id 02430, the Chase Web Download entry in Intuit's financial institution directory, and FID 10898. That is the same pair Chase's own Web Connect downloads carry.

Chase Credit Card

  • Chase credit cards export a different seven columns: Transaction Date, Post Date, Description, Category, Type, Amount and Memo. Category is not imported — QuickBooks does its own categorising, and importing someone else’s guess makes the review queue worse.
  • Card charges come out of Chase as negative numbers, so the converter passes them through unchanged. This is the single most common thing to get backwards on a card import, so confirm in the preview that purchases are negative before you download.
  • The card preset dates transactions by Transaction Date. If your bookkeeping follows the posting date instead, open the column mapper and point the date at Post Date.
  • Card files use the same Chase bank id and FID; only the account type differs, so pick a credit card account when you import.

Import the .qbo file into QuickBooks

  1. Open the upload screen. In QuickBooks Online, go to Transactions, then Bank transactions, and choose Upload from file (on older layouts: Banking, then the arrow next to Update, then File upload).
  2. Pick the .qbo file. Drag the .qbo file the converter produced into the drop area and select Continue.
  3. Choose the QuickBooks account. Select the bank or credit card account the transactions belong to, or add it first. The account type has to match the one used when converting: a card statement belongs to a credit card account.
  4. Let QuickBooks read the file. Web Connect files carry their own column layout, so there is no column-mapping screen — QuickBooks reads the dates, amounts, payees and memos straight from the file.
  5. Review and accept. The transactions land in the For review tab. Categorise or match them there; nothing hits the books until you accept them.

QuickBooks Online accepts up to 1,000 transactions per upload. Larger statements are split automatically into numbered files by the converter. Import errors are covered in the import error guide.

What the Chase export actually contains

Chase writes a plain, well-behaved CSV: one header row, one row per transaction, no blank lines and no page footers. That is more than most banks manage, and it leaves only two jobs: renaming columns and deciding what counts as money in.

The awkward part is that checking and card downloads look nothing alike. A checking file leads with a Details column holding DEBIT or CREDIT and carries a running Balance; a card file leads with two dates and a Category Chase guessed for you. Both are handled, as separate presets — pick the matching one in the Format dropdown.

Checking, savings or card: choose before you download

The account type is baked into the .qbo file, so it has to be right at conversion time, not at import time. A Chase checking or savings account is CHECKING or SAVINGS; a Freedom, Sapphire or Ink card is CREDITCARD. Convert a card statement as a bank account and QuickBooks will refuse the file or fill the wrong register.

If the amounts look inverted

Chase is consistent about negatives, so an inverted preview usually means the wrong preset or the wrong account type. Switch the Format dropdown to the Chase preset that matches your file, confirm the account type, and the preview settles.

Frequently asked questions

Can I import Chase transactions into QuickBooks Online without connecting the bank feed?
Yes. A converted .qbo file is a Web Connect upload, which is the same path QuickBooks uses for a live feed — it just skips the connection. That also gets you around the 90-day window a new bank feed imports: an uploaded file can be as old as your statements go.
Why does QuickBooks reject the CSV Chase gave me?
QuickBooks Online does accept CSV, but only in a strict three or four column shape, and the Chase download has seven columns with a balance in the middle. Converting to .qbo avoids the column rules entirely.
Do I pick checking or credit card in the converter?
Match the real account. Bank accounts and credit cards use different message blocks inside a .qbo file, and using the wrong one is the most common cause of a file that imports with no transactions or is rejected outright.
Will re-importing the same Chase statement duplicate everything?
Each transaction carries a FITID derived from its date, amount and description, so QuickBooks recognises rows it has already seen. Genuinely repeated transactions on one day are flagged in the preview so you can decide before downloading.
Does my Chase statement get uploaded anywhere?
No. The conversion runs in JavaScript inside this page. You can open the network tab, or disconnect from Wi-Fi after the page loads, and the conversion still works.

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Other formats: QFX to QBO · QBO to CSV

Last updated .