How to convert Excel to QBO
- Drop your Excel file into the converter above.
- Confirm the detected Date, Description and Amount columns.
- Choose QBO and download — then import it into your software.
Why convert to QBO?
- QuickBooks only accepts bank-feed style imports as QBO (Web Connect). CSV imports often fail on date formats or debit/credit columns.
- No sign-up to try. Pay per conversion with credits that never expire within 12 months — no subscription required.
About the formats
Microsoft Excel workbook: An Excel spreadsheet. Best for reviewing, categorizing and reconciling transactions by hand or with formulas.
QuickBooks Web Connect: Intuit's flavor of OFX that QuickBooks Desktop and QuickBooks Online import as a bank feed (Web Connect). Requires an Intuit bank id (INTU.BID).
Questions
Is it safe to convert my Excel file here?
Bank exports and text-based PDFs are processed directly in your browser and never uploaded. Scanned statements are only uploaded if you choose OCR; they are processed by Microsoft Azure and Anthropic and not stored afterwards.
How do I know the conversion is correct?
When the source contains opening and closing balances we reconcile them against the sum of every transaction and flag any difference before you download.
Will QuickBooks accept the file?
The file uses the OFX 1.02 structure with an Intuit bank id (INTU.BID) that QuickBooks accepts. If your software asks for the bank, choose your real bank — the transactions are unaffected.
How much does it cost?
Try 2 pages a day free with no account. Credit packs start at $9 for 50 pages and are valid for 12 months; Pro is $29/month for 1,000 pages.