Bank CSV layouts
The converter reads any bank's CSV or Excel file. For these banks and payment apps it also knows the exact layout, so the columns, dates and signs are set for you.
Banks with their own page
Each page explains how to download the file from that bank, what its columns hold, and how it becomes a QBO file.
- Chase CSV to QBOChase checking and credit card CSV downloads.
- Wells Fargo CSV to QBOWells Fargo Comma Delimited activity downloads.
- American Express CSV to QBOAmex card CSV downloads, with signs flipped.
- PayPal CSV to QBOPayPal activity downloads, net of fees.
- Venmo CSV to QBOVenmo monthly statement CSV files.
- Stripe CSV to QBOStripe balance report exports.
Also recognized automatically
These layouts are recognized too. Their banks don't publish download steps on a public page we could check, so they don't have their own page yet; the guide to downloading a CSV from your bank has general steps.
- Apple Card · Transaction Date, Clearing Date, Description, Merchant, Category, … 3 more
- Bank of America checking or savings · Date, Description, Amount, Running Bal.
- Bank of America credit card · Posted Date, Reference Number, Payee, Address, Amount
- Barclays credit card · Transaction Date, Description, Category, Amount
- Capital One 360 checking or savings · Account Number, Transaction Description, Transaction Date, Transaction Type, Transaction Amount, Balance
- Capital One credit card · Transaction Date, Posted Date, Card No., Description, Category, … 2 more
- Charles Schwab Bank checking · Date, Status, Type, CheckNumber, Description, … 3 more
- Charles Schwab Bank checking (older layout) · Date, Type, Check #, Description, Withdrawal (-), … 2 more
- Citi credit card · Status, Date, Description, Debit, Credit
- Discover card · Trans. Date, Post Date, Description, Amount, Category
- Mercury transactions · Date (UTC), Description, Amount, Status, Source Account, … 9 more
- PNC checking or savings · Transaction Date, Transaction Description, Amount, Balance
- SoFi checking or savings · Date, Description, Type, Amount, Current balance, Status
- Square transactions · Date, Time, Time Zone, Gross Sales, Discounts, … 44 more
- USAA checking or savings · Date, Description, Original Description, Category, Amount, Status
Any other bank
Every other bank's CSV or Excel file is read by its column names and contents. The converter finds the header row, matches the date, description and amount columns, and asks when a date could be read two ways. Drop the file into the CSV to QBO converter and check the columns before you download.
Last updated