Convert CSV or Excel files from your bank or credit card to CSV format and import into Quicken for Mac, Quickbooks Online, Xero

This tutorial shows how to convert a CSV/Excel files from your bank or credit card statement to CSV format and import into Quickbooks Online. We will use CSV2CSV utility. IMPORTANT: CSV2CSV is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Step by step instructions for Windows

Follow the steps below for the Windows version, followed by the Mac version.

Make sure you are using the latest version of CSV2CSV. Download it from the CSV2CSV download page. Start CSV2CSV and select a CSV or Excel file. Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns. 

Set the Date Format. The best option for Quickbooks Online is MM/DD/YYYY. 

Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.  

Click the 'Convert' button to create a CSV file.  

Confirm the file name and location. 

Import created CSV file into Quickbooks Online

Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.

Select the account you want to import your data into. 

Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file' or similar links to upload created CSV file. 

Then click the 'Browse' button and select the created CSV file. And click 'Next'. 

Then select an account in Quickbooks to import and click 'Next'. 

Confirm the mapping and the date format. Click 'Next'. 

Review transactions in Quickbooks online before importing. 

Once the transactions are imported, you can review, categorize them under the account and add to the register. 

Step by step instructions for macOS

Make sure you are using the latest version of CSV2CSV. Download it from the CSV2CSV download page. Start CSV2CSV and select a CSV file. IMPORTANT: CSV2CSV is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns. 

Set the Output Dates. The best option for Quickbooks Online is MM/DD/YYYY. 

Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.  

Click the 'Convert' button to create a CSV file.  

Confirm the file name and location. 

Import created CSV file into Quickbooks Online

Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.And then select the account you want to import your data into. 

Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file' or similar links to upload created CSV file. 

Then click the 'Browse' button and select the created CSV file. And click 'Next'. 

Then select an account in Quickbooks to import and click 'Next'. 

Confirm the mapping and the date format. Click 'Next'. 

Review transactions in Quickbooks online before importing. 

Once the transactions are imported, you can review, categorize them under the account and add to the register.