QBO to Excel Converter

Turn a .qbo bank download into an Excel workbook with real date and number cells, so you can sort, filter and total transactions straight away.

  1. Upload
  2. Check
  3. Download

Drop your .qbo or .ofx or .qfx file here

or choose a file

Files are processed in your browser and never uploaded.

Only have a PDF statement? Convert PDF to QBO →

How to import the file

Open the workbook

  1. 1Download the .xlsx file.
  2. 2Open it in Excel, Google Sheets, LibreOffice or Numbers.
  3. 3Dates and amounts are real date and number cells, ready for formulas and pivot tables.

Back into QuickBooks Online

  1. 1Go to Transactions > Bank transactions, open the Link account menu and choose Upload from file.
  2. 2Save the sheet as CSV first, then upload it and map the columns.
  3. 3Review the transactions under For review.

Questions

What does the Excel file contain?

One sheet with Date, Description, Amount (or Debit and Credit), Memo, Check Number, Type and Transaction ID. Dates are real Excel dates and amounts are numbers, so formulas and pivot tables work immediately.

Will it open in Google Sheets or Numbers?

Yes. The .xlsx file opens in Excel, Google Sheets, LibreOffice and Apple Numbers.

Can I convert OFX or QFX to Excel too?

Yes. Drop an .ofx or .qfx file here and it converts the same way.

Is my data private?

Yes. The workbook is built in your browser. The QBO file is never uploaded.

More free converters

Have PDF bank statements?

Extract transactions from PDF statements, checked against the statement balances.

See pricingConvert PDF to QBO