CSV to QBO Converter
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Chase CSV to QBO Converter

Turn a Chase checking or credit card CSV download into a QBO file for QuickBooks. The converter recognizes Chase's CSV layouts and sets the columns and signs for you.

Drop your bank file here or choose a file

CSV, Excel, QBO, QFX, OFX or QIF · stays on your device

No signup. Your file never leaves your computer. Works in your browser.

How to convert a Chase CSV to QBO

  1. Download the CSV from Chase on a computer Chase says its desktop website offers transaction downloads as a spreadsheet (CSV) for the last two years; the Chase Mobile app gives PDF statements.
  2. Drop the file into the converter The converter recognizes the Chase checking or Chase credit card layout and shows its name next to the file.
  3. Check the transactions Chase files already show money out as negative numbers, for checking and for cards, so no sign flipping is needed.
  4. Choose QBO, the bank and the account type Search for Chase in the bank list or keep the widely compatible option, and pick checking, savings or credit card.
  5. Download the QBO file Click Download QBO file and import it into QuickBooks. The steps appear right after the download.

How to import the QBO file into QuickBooks

These steps follow Intuit's current help pages. Back up your company file first; Intuit notes that an import can't be undone.

QuickBooks Desktop for Windows

  1. Sign in to your Intuit account Intuit requires you to be signed in inside QuickBooks Desktop to import .qbo files.
  2. Open the import Choose Banking › Bank Feeds › Import Web Connect Files, select the .qbo file and click Open.
  3. Choose the account Choose Use an existing account if the account is already in QuickBooks, or Create a new QuickBooks account. Click Continue, then OK.
  4. Add the transactions Review them in the Bank Feeds Center and add them.

If the import fails, Intuit's fixes include switching to Classic Mode: Banking › Bank Feeds › Change Bank Feeds Mode.

QuickBooks Desktop for Mac

  1. Open the import Choose Banking › Downloaded Transactions › Import File.
  2. Pick the file Select the .qbo file.
  3. Choose the account If QuickBooks asks, pick the matching account under Store in the QuickBooks Account, then click Continue and OK.

QuickBooks Online

  1. Open Bank transactions Choose All apps › Accounting › Bank transactions. Older menus start at Banking or Transactions.
  2. Choose Upload from file Select the account's tile if you see one, open Link account and choose Upload from file.
  3. Pick the file and the account Select the .qbo file and click Continue. Choose the account in the QuickBooks account list and click Continue.
  4. Import Select the transactions to import, click Continue, then Yes and Done.

Intuit's limits for one upload: 350 KB per file and up to 1,000 lines.

Downloading transactions from Chase

Chase’s own article about its Spending Planner says that on a computer you can download transactions as a spreadsheet (CSV), Quicken (QFX), QIF or QuickBooks (QBO) file for the last two years, while the Chase Mobile app gives PDF statements. Chase doesn’t publish a click-by-click guide on a public page: sign in on chase.com, open the account’s activity, and look for the download option. Download one account at a time and choose CSV.

The Chase CSV layouts

Checking and savings:

ColumnWhat it holds
DetailsDEBIT, CREDIT or DSLIP (deposit slip)
Posting DateMM/DD/YYYY
DescriptionThe transaction text
AmountSigned: money out is negative
TypeCodes such as ACH_DEBIT, ACH_CREDIT, DEBIT_CARD, FEE_TRANSACTION
BalanceThe balance after the transaction (blank on some rows)
Check or Slip #The check or deposit slip number

Every row ends with an extra empty field after the last column; the converter ignores it.

Credit cards: Transaction Date, Post Date, Description, Category, Type, Amount, Memo. Purchases (Type “Sale”) are negative and payments positive. Older card files start with a Card column; both forms are recognized.

Picking the bank for the QBO file

QuickBooks checks the bank ID in a QBO file. Intuit’s QuickBooks bank list has two Chase entries, “Chase Web Download” (02430) and “Chase Bank All - New” (69560, bank accounts only); search for Chase in the bank list to pick one, or keep the widely compatible option. For Quicken (QFX), Intuit’s Quicken list has “Chase” (10898).

Supported banks and file layouts

Any bank's CSV or Excel file

The converter finds the header row (even below bank names and account summaries), matches columns by name and by content, and handles one signed amount column, separate debit and credit columns, or an amount with a DR/CR column. Dates like 01/05/2026, 2026-01-05 and Jan 5, 2026 and amounts like (1,234.56) or 1234.56- are all read.

Known layouts, picked automatically

  • American Express card · Date, Description, Card Member, Account #, Amount, … 8 more
  • 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
  • Chase checking · Details, Posting Date, Description, Amount, Type, … 2 more
  • Chase credit card · Transaction Date, Post Date, Description, Category, Type, … 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
  • PayPal activity · Date, Time, TimeZone, Name, Type, … 11 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
  • Stripe balance report · balance_transaction_id, created_utc, available_on_utc, currency, gross, … 4 more
  • USAA checking or savings · Date, Description, Original Description, Category, Amount, Status
  • Venmo statement · ID, Datetime, Type, Status, Note, … 16 more
  • Wells Fargo · 5 columns, no header row

Each layout was checked against the bank's own help pages or real sample files. If your bank changes its layout, the converter still reads the file by its column names.

Common problems and fixes

The file wasn't recognized as a Chase layout
If you opened the file in Excel and saved it, the columns may have changed. Use the file as Chase made it, or check the date, description and amount columns yourself; the converter reads any layout.
An older Chase card file has a "Card" column first
That is an older form of the Chase card layout, and it is recognized too. The card number column is left out of the converted file.
QuickBooks says it can't verify the financial institution
Try the other Chase entry in the bank list, or the widely compatible option, and download again. The QBO file checker shows which bank ID a file has.
Some rows have no balance
Chase leaves the balance blank on some rows. The balance isn't needed for the QBO file, so nothing is lost.

Chase's own QBO download vs converting the CSV

Chase QBO downloadChase CSV, converted here
Made byChaseThis converter, from Chase's CSV
Check and edit before importNoYes, every transaction
Other outputsQBO onlyQBO, QFX, QuickBooks Online CSV, QIF, OFX, CSV, Excel
Bank IDChase's ownThe Chase entry you pick, or the widely compatible option

Frequently asked questions

How do I convert a Chase CSV to QBO?

Download the CSV from Chase's website on a computer, drop it into the converter above, check the transactions, choose QBO and download.

Chase already offers QBO downloads. Why convert the CSV?

If Chase's QBO file imports well for you, use it. Converting the CSV lets you check and edit every transaction first, merge accounts, or make a QuickBooks Online CSV, QFX or Excel file instead.

Do I need to flip signs for a Chase credit card?

No. Chase card files list purchases as negative numbers and payments as positive ones, which is what a QBO file for a card account expects.

Which date does the converter use?

The posting date (Posting Date for checking, Post Date for cards). You can switch to the transaction date under Change columns.

How far back can I download?

Chase says its website offers downloads for the last two years.

Is my Chase file uploaded?

No. The file is read and converted in your browser and never leaves your computer.

Last updated · EmproIT