How to convert QBO to Excel
- 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 Excel
Pick the date format you need in Export settings. Any other format is one click away too.
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.
- Excel
- An Excel workbook (.xlsx) with real dates and numbers, so sorting, filters, SUM and pivot tables work straight away. It also opens in Google Sheets, Numbers and LibreOffice.