Free · runs in your browser
Excel to QBO Converter
Keep your transactions in a spreadsheet? Convert the first worksheet of an .xlsx or .xls file straight to a QuickBooks Web Connect file without saving it as CSV first.
1. Check the columns
✓ Using your saved column settings for this file layout.
2. Preview
| Date | Description | Amount |
|---|
3. Download
Settings (bank ID, account number)
QuickBooks Desktop matches the bank ID against its list of Web Connect banks. Keep 3000 unless QuickBooks says the bank is not supported. The account number only tells QuickBooks which account the file belongs to.
Done — your file is downloading.
Only have PDF statements? PDF to QBO is coming to Pro — join the waitlist. Something looks wrong? .
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How to convert Excel to QBO
- Make sure the worksheet has one row per transaction with a date, a description and an amount (or debit and credit) column.
- Drop the Excel file into the converter and confirm the detected columns.
- Pick the account type and download the .qbo file.
- Import it in QuickBooks Desktop (File → Utilities → Import → Web Connect Files) or QuickBooks Online (Banking → Upload transactions).
Importing the .qbo file into QuickBooks
QuickBooks Desktop: File → Utilities → Import → Web Connect Files, select the .qbo file, then link it to an existing bank account or create a new one. Review the transactions in the Bank Feeds center.
QuickBooks Online: Banking → Bank transactions → Link account (or Upload transactions) → Upload from file, choose the .qbo file and the account it belongs to, then review and categorise the transactions.
Tip: always import into the correct account and check the date range first — QuickBooks uses each transaction’s ID to skip ones it has already seen.
Related guides
- How to Convert CSV to QBO (Free, Without Uploading Your Bank Data)
- How to Import Bank and Credit Card Transactions into QuickBooks (Online & Desktop)
- QBO vs QFX vs OFX: What’s the Difference and Which One to Use
Frequently asked questions
Are my bank files uploaded to your server?
No. The converter runs entirely in your browser with JavaScript. Your file is read and converted on your own computer and never leaves it — you can even disconnect from the internet after the page loads.
Which worksheet is converted?
The first worksheet in the workbook. Move the sheet with your transactions to the first position, or delete other sheets, before converting.
My dates show up as numbers. Is that a problem?
No. Excel stores dates as serial numbers; the converter reads them as real dates automatically.
QuickBooks Desktop says my bank is not supported. What do I do?
QuickBooks Desktop checks the bank ID (INTU.BID) inside a .qbo file against its list of Web Connect banks. Open “Settings” in the converter, enter the bank ID of a bank QuickBooks supports (the default 3000 works for most users) and convert again.
Is the converter really free?
Yes. Converting CSV, Excel, QBO, QFX, OFX and QIF files is free with no sign-up and no transaction limit. A paid Pro plan for PDF bank statements and batch conversion is coming — join the waitlist to get early access.