QuickBooks import guides

Choose the right file, check your transactions and resolve common import problems.

CSV, QBO or IIF: which file should you use?

Choose a bank transaction format for QuickBooks Online, Desktop or spreadsheet review. Compare CSV, QBO and IIF, then open the appropriate converter.

Why did QuickBooks reject my transaction file?

Check your QuickBooks edition, Web Connect bank ID, CSV columns and overlapping transactions before retrying a rejected bank transaction import.

Already know the format you need? Open the CSV to QBO converter or review a text PDF statement.