Make CSV/XLS/XLSX ready to import into QB Online/Xero/Quicken for macOS
Are you finding it difficult to import your bank or credit card transactions into Quicken for Mac, Quickbooks Online, or Xero because they are in a CSV/XLS/XLSX file format? The issue arises because these apps cannot read the specific CSV format provided by your bank.
The Solution: try ProperConvert app. It makes your transactions into a compatible CSV file with Xero, Quicken for macOS, Quickbooks Online.
Convert transaction files to a compatbile CSV format
- ProperConvert extracts transactions from CSV/XLS/XLSX files. It creates CSV files that ready to import into Quickbooks Online, Xero, Quicken for macOS.
- No data entry: convert data you already have
- Smart: ProperConvert understands many layouts. It finds columns like date, amount, description, etc. of your transactions.
- Easy to use: Converting your transactions files into a compatible CSV format could not be any easier. In a few clicks, you will have all your transactions converted to importable by Quicken for Mac, Quickbooks Online, Xero format in no time at all.
- Free trial and support: try it for Free before you buy and receive full support before and after you order.
- Safe to use: ProperConvert (CSV2CSV) converts all your banking transactions on your computer.
How to convert transactions from CSV/XLS/XLSX to a compatible CSV file?
- Click Convert to convert a specific CSV file
The Summary of the steps:
- Download, install and run the software
- Select a CSV/XLS/XLSX file with transactions and review transactions
- Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns.
- Set the Date Format. The best option for Quickbooks Online is MM/DD/YYYY.
- Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.
- Backup your accounting software file before importing any file
- Click the 'Convert' button to create a CSV file, confirm the file name and location.
- Import created file to Xero, Quicken for Mac, Quickbooks Online
Import created CSV file into Quickbooks Online
With the CSV file created, switch to Quickbooks online and import created CSV file:
- Look for 'Banking' and click on it.
- Select the account you want to import your data into.
- Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file.
- Cick the 'Browse' button and select the created CSV file, click 'Next'
- Confirm the mapping and the date format. Click 'Next'.
- Review transactions in Quickbooks online before importing.
- Once the transactions are imported, you can review, categorize them under the account and add them to the register.
Related articles
- QFX (Quicken OFX data) files are not OFX files
- Convert CSV/Excel to QIF and import into Quicken, Banktivity, MYOB
- Convert PDF to QIF and import into Quicken Classic, Banktivity, YNAB, MYOB
- How to import a QFX file into Quicken for Windows and Mac
- QFX or QIF: which format is better to import data in Quicken?
- Convert QIF to QFX and import into Quicken Classic
- Import QIF into Quicken Classic