LedgerPortCSV to QBO converter
Turn a bank or credit card CSV into a QBO (Web Connect) file that QuickBooks can import. The file is converted in your browser and never uploaded.
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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.
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- 14-day refund if it does not work with your file.
Convert CSV to QBO in three steps
- Export from your bank Sign in to online banking, open the account, and download transactions as CSV for the dates you need.
- Convert Drop the CSV above, check the preview, and choose whether the account is checking, savings or a credit card.
- Import into QuickBooks Download the .qbo file and import it using the steps below.
Importing the QBO file
QuickBooks Desktop
- Open your company file and choose File → Utilities → Import → Web Connect Files.
- Select the .qbo file you downloaded.
- Choose Use an existing QuickBooks account and pick the bank or card account, or create a new one.
- Open the Bank Feeds Center to review, match and add the transactions.
There is a longer walkthrough, including what to do if the account is already connected to a bank feed, in the QuickBooks Desktop import guide.
QuickBooks Online
- Go to Transactions → Bank transactions.
- Open the menu next to Link account and choose Upload from file.
- Select the .qbo file, pick the account it belongs to, and continue.
- Review the transactions on the For review tab.
What goes into the file
- The Web Connect header and Intuit bank ID that QuickBooks expects.
- One entry per transaction with the posted date, signed amount, payee and memo.
- Payee names trimmed to the 32-character limit, with the full text kept in the memo.
- Check numbers, when your CSV has a check number column.
- A stable transaction ID, so importing the same statement twice does not double your books.
- The closing balance, when your CSV has a balance column.
If QuickBooks shows an error during import, see how to fix Web Connect import errors.
Questions and answers
What is a QBO file?
A QBO file is a Web Connect file: a bank statement in the OFX format with a few extra Intuit fields, including a bank ID. QuickBooks reads it through its bank feeds, so transactions arrive ready to be matched and categorised.
Why not import the CSV directly?
QuickBooks Online can read some CSV files, but QuickBooks Desktop cannot bring a bank CSV into its bank feeds at all. A QBO file also carries a unique ID per transaction, which helps QuickBooks avoid duplicates.
What is the bank ID and do I need to change it?
QuickBooks checks that a QBO file names a bank it knows. The converter fills in 3000, an ID QuickBooks recognises, and you pick the real account during import. You only need to change it if you want the file labelled with your own bank's ID.
Does it work for credit cards?
Yes. Card exports that list purchases as positive numbers are recognised: the signs are reversed and the account type is set to credit card for you, with a note saying so. Check the preview: purchases should show as money out.
Which QuickBooks versions can import QBO files?
QuickBooks Online accepts QBO uploads. QuickBooks Desktop imports them on versions Intuit still supports for bank feeds; Intuit switches that service off for older Desktop releases when it discontinues them.