LedgerPort

Convert an American Express CSV to QBO

Download your American Express transactions as CSV, drop the file below, and get a QBO file QuickBooks can import. The file is converted in your browser and never uploaded.

Your file is read on this device. It is never uploaded.

Enter your licence key

The key is on the page you saw after paying, and on your invoice.

Getting the CSV from American Express

Sign in on the American Express website, open the account, and look for the option to download or export activity. Choose the date range you need and pick CSV (sometimes labelled "Spreadsheet" or "Excel CSV") as the file type. Mobile apps often lack this option, so use a desktop browser.

How the American Express file is read

American Express exports have the columns Date, Description and Amount, sometimes with Card Member and Account # as well.

Importing the QBO file

QuickBooks Desktop: choose File → Utilities → Import → Web Connect Files, select the file, and pick the account. QuickBooks Online: go to Transactions → Bank transactions, open the menu next to Link account, and choose Upload from file. The import guide has the full steps, and there is a page on fixing import errors.

Need a different output? The same file converts to QFX for Quicken, OFX or QIF.

Questions and answers

Does American Express see or approve this?

No. LedgerPort is an independent tool and is not affiliated with American Express. It only reads the file you downloaded, on your own device.

What if my export looks different from the one described?

Banks change their exports from time to time. The converter works from the column names and the data rather than a fixed template, and you can reassign any column in the Columns panel.

Is it free?

Your first 10 documents are free, whatever their size, with no card and no licence key. After that, plans start at $9. See pricing.