Guides
Practical, tested how-tos for getting bank data into QuickBooks and Quicken.
How to Import American Express Transactions into QuickBooks
Get Amex card transactions into QuickBooks Online or Desktop: connect Amex, download a QuickBooks file or CSV, fix reversed signs and catch up old months.
How to Import Bank of America Transactions into QuickBooks (Web Connect, QBO, CSV)
Get Bank of America checking, savings and credit card transactions into QuickBooks: Direct Connect, Web Connect downloads, fixing .QFX instead of .QBO, and CSV.
How to Import Chase Transactions into QuickBooks (Bank Feed, QBO or CSV)
Get Chase checking and credit card transactions into QuickBooks Online or Desktop: connect the bank feed, download a QBO file, or convert a Chase CSV to QBO.
How to Convert a PDF Bank Statement to Excel (Free and Paid Ways)
Turn PDF bank statements into Excel: download a CSV instead, Excel's built-in PDF import, Acrobat, or a statement converter — plus how to check the result.
How to Convert a QBO File to PDF (Readable Bank Statement)
A .qbo file can't be opened as a PDF directly. Convert it to Excel in your browser, then save a clean, printable PDF statement — free, in about a minute.
How to Export Transactions from QuickBooks Online to Excel or CSV
Three ways to export bank and card transactions from QuickBooks Online to Excel or CSV: account register, Transaction Detail report and full data export.
How to Convert CSV to QBO (Free, Without Uploading Your Bank Data)
Step-by-step: turn a bank CSV export into a QuickBooks .qbo Web Connect file, fix date and amount problems, and import it into QuickBooks Desktop or Online.
How to Import Bank and Credit Card Transactions into QuickBooks (Online & Desktop)
Every way to get bank and credit card transactions into QuickBooks Online and Desktop: bank feeds, CSV and QBO file uploads, Web Connect and older months.
How to Import a CSV File into QuickBooks Online (Bank Transactions)
Upload bank transactions to QuickBooks Online from a CSV file: the required 3- or 4-column format, column mapping, date formats and fixes for common errors.
How to Import a QIF File into QuickBooks (Online and Desktop)
QuickBooks doesn't import QIF bank files. Here's why, and how to convert QIF to QBO or CSV so QuickBooks Online and Desktop can read it — free and private.
How to Import PayPal Transactions into QuickBooks (CSV, QBO and IIF)
Import PayPal activity into QuickBooks Online or Desktop: connect PayPal, download the Activity report as CSV, convert it to QBO, handle fees and currencies.
QBO vs IIF: Which File Should You Import into QuickBooks Desktop?
QBO (Web Connect) and IIF both bring transactions into QuickBooks Desktop, but they work very differently. When to use each, risks of IIF, and how to convert.
QBO vs QFX vs OFX: What’s the Difference and Which One to Use
QBO, QFX and OFX are all bank statement files based on the OFX standard. See how they differ, which software reads each one and how to convert between them.
QuickBooks Bank Feed Errors (102, 103, 324, 9999) and How to Keep Working
What QuickBooks Online bank connection errors like 102, 103, 324 and 9999 usually mean, how to fix them, and how to import transactions from a file meanwhile.
How to Import Shopify Payouts and Transactions into QuickBooks
Get Shopify sales, fees, refunds and payouts into QuickBooks: Shopify Connector app or the Shopify Payments CSV converted to QBO, and reconciling each payout.
How to Import Square Sales and Payouts into QuickBooks (Connector or CSV)
Get Square sales, fees and transfers into QuickBooks: the Square Connector app for QuickBooks Online or Square's Transactions CSV converted to QBO.
How to Import Stripe Transactions into QuickBooks (Connector or CSV)
Get Stripe sales, fees, refunds and payouts into QuickBooks with the Stripe Connector app or Stripe's balance report as CSV → QBO, and reconcile payouts.
What Is a QBO File? How to Open, Read and Convert It
A .qbo file is a QuickBooks Web Connect bank statement in OFX format. See what is inside, how to open it without QuickBooks and convert it to Excel.