Convert Excel to QBO for QuickBooks

Yes. Choose an .xlsx or .xls workbook and convert its first sheet in your browser. There is no sign-up or limit on how often you use the tool. The sample buttons open fictional Excel workbooks so you can try the full flow.

It reads only the first worksheet. Move the transaction sheet to the first position before saving your workbook. Each transaction needs a date, description and amount, or separate money-in and money-out columns. Review the detected columns and use Change it if a column is wrong.

Choose month-first or day-first dates when the tool asks. In the row details, choose Bank account or Credit card and review the Signs control. If purchases are positive in your source, flip the signs so payments and purchases have the intended direction. Review any rows left out because their date or amount is invalid.

No. A .qbo file is a QuickBooks Web Connect transaction file. QuickBooks Online also has a direct CSV upload option; the row details offer a QuickBooks Online CSV download. This tool does not import invoices, journal entries or an entire company file.

QuickBooks acceptance depends on the product, account and financial-institution information. Local checks do not guarantee an import. Transaction IDs are stable for unchanged rows and the same account ID, but bank-feed history may use different IDs. Use the same Account ID under Advanced and review overlapping transactions before adding them in QuickBooks.

No. Reading the workbook, reviewing rows and generating the download happen on your device. Financial contents and filenames are not included in tool analytics.

Use the separate FastOCR bank statement converter for PDFs, scans and photos. It extracts the transactions and offers Excel, CSV and QuickBooks exports. That service uploads your file when you choose it and uses your free or paid bank-statement page allowance.