Convert a Chase CSV to QBO

Download your Chase 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.

• Never uploaded. The file is converted on your device; it works with the internet off.
• See it before you pay. Every transaction is previewed for free.
• 10 documents free. No card, no account, no key.
• 14-day refund if it does not work with your file.

Getting the CSV from Chase

Sign in on the Chase 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 Chase file is read

Chase checking exports have the columns Details, Posting Date, Description, Amount, Type, Balance and Check or Slip #. Card exports have Transaction Date, Post Date, Description, Category, Type, Amount and Memo.

• Amounts are already signed: spending is negative, so leave Reverse signs unticked.
• The posting date is used, which is the date QuickBooks matches against.
• Check numbers and the closing balance are carried into the QBO file for checking accounts.

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.