LedgerPortConvert a Wells Fargo CSV to QBO
Download your Wells Fargo 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.
Confirming your payment…
Your licence key. Keep it: it unlocks your other computers, and it is printed on your invoice.
Your file is read on this device. It is never uploaded.
| File | Transactions | Status |
|---|
More than one account? Give each its own number, and reuse it every time, so your software files each statement under the right account.
More file details (optional)
These only label the file. The default bank ID 3000 is one QuickBooks recognises; you still choose your real account during import.
Columns (change these if the preview looks wrong)
| Date | Description | Amount |
|---|
Not reading your file correctly? Send us the column names
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Your licence
- 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 Wells Fargo
Sign in on the Wells Fargo 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 Wells Fargo file is read
Wells Fargo exports have no header row. Each line holds the date, the signed amount, an asterisk, the check number and the description, in that order.
- Because there are no column names, the converter works the layout out from the data. Check the preview, and use the Columns panel if anything is off.
- To carry check numbers over, open Columns and set Check number to the fourth column.
- Amounts are already signed, so leave Reverse signs unticked.
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 Wells Fargo see or approve this?
No. LedgerPort is an independent tool and is not affiliated with Wells Fargo. 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.