How to convert QBO to CSV
- 1
Drop the QBO file
QBO files are read as they are: dates, payees, memos, amounts and IDs.
- 2
Review the transactions
Edit a date, a payee or an amount, flip a sign or delete a line before converting.
- 3
Download CSV
Pick the date format you need in Export settings. Any other format is one click away too.
Useful for
Checking a download before importing it, moving transactions to Xero, Wave or a spreadsheet, or keeping a readable archive of your bank downloads.
The formats
- QBO
- QuickBooks Web Connect. A .qbo file is an OFX bank download that also carries Intuit’s ID for the bank (INTU.BID). QuickBooks Desktop imports it under File › Utilities › Import › Web Connect Files; QuickBooks Online takes it in its Upload transactions screen.
- CSV
- Comma-separated values: a plain-text table that every bank, spreadsheet and accounting app can read. Banks’ CSVs differ in column names, date order and whether money out is negative or in its own column.