Convert QBO files to CSV or EXCEL format and import into Excel, Quickbooks Online, Xero

Modified on Thu, Jul 8, 2021 at 11:23 AM

This tutorial shows how to convert a QBO file from your bank or credit card statement to CSV format. We will use the QBO2CSV utility. IMPORTANT: QBO2CSV 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 QBO2CSV. Download it from the QBO2CSV download page. Start QBO2CSV and select a QBO file. Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns.

Choose the CSV Target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

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

Confirm the file name and location.

Now the CSV file is created.

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

Step by step instructions for macOS

Make sure you are using the latest version of QBO2CSV. Download it from the QBO2CSV download page. Start QBO2CSV and select a QBO file. IMPORTANT: QBO2CSV 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.

Choose the CSV Target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

Set 'Open after save' to open application handling converted files to start import right after the conversion.

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

Confirm the file name and location.

Now the CSV file is created.

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.