Convert Excel or CSV into QuickBooks Online upload files
Turn messy bank exports into a QuickBooks Online import-ready CSV. Map columns once, preview the result, and download a clean file for manual bank transaction upload.
Upload your spreadsheet
Drop a CSV or Excel file, or try the sample data to test the flow.
Map your columns
Pick which source columns hold each field. We auto-detect the common headers.
Preview and download
Review the transformed rows before exporting.
Cut your QuickBooks review time in half.
QuickBooks makes you categorize every transaction after import. The Bulk Categorizer assigns a category, Schedule C code, and expense type to each line in minutes so you can fly through QuickBooks' review screen.
- Category, Schedule C code, and expense type per line
- Matches how QuickBooks organizes expenses
- Works on bank, card, and marketplace transactions
Exports a QuickBooks Online manual-upload CSV for bank and credit card transactions.
QuickBooks Online accepts CSV files with either Date, Description, Amount or Date, Description, Credit, Debit.
Intuit recommends consistent dates and notes that upload files should be 350 KB or less.
This tool exports browser-side only. Your spreadsheet never leaves the page.