Turn any bank CSV or PDF statement into a file QuickBooks will actually accept
Drop in a CSV export or a PDF statement. QBOKit works out the columns, fixes the dates, encoding and amount signs, and gives you a .QBO Web Connect file or a clean import-ready CSV.
đ Conversion happens entirely in your browser. Your transactions are never uploaded anywhere.
Need to re-import a statement QuickBooks has already seen? We can give every transaction a new id, which is the only way to get deleted transactions back in.
1. Drop your CSV or PDF
Drag a CSV or PDF statement here, or
Comma, semicolon or tab separated. PDF statements work when the PDF holds real text, as bank-issued ones normally do; a scan or photo would need OCR, which this tool does not do.
No statement to hand?
2. Check the columns
QBOKit guessed these from your file. Change anything that looks wrong.
âŠī¸ Restored the settings you used last time for this bank's layout.
3. Pick your output
QuickBooks institution settings (open this if your import gets refused)
QuickBooks checks these before it will read the file. 3000 works for most imports. If QuickBooks says it cannot verify the financial institution, try your bank's real FID, or a different value here.
Re-importing a statement QuickBooks has already seen?
QuickBooks remembers the id of every transaction it has imported and silently skips the ones it recognises, so if you deleted transactions and tried to import the same file again, nothing came back. Tick this to give every transaction a brand-new id, which is what makes QuickBooks accept them a second time. Full explanation.
Leave this off for normal monthly imports. With it off, converting the same statement twice produces the same ids, which is what stops duplicates.
4. Preview
Doing this for a dozen clients every month?
The converter above already remembers each bank's column layout after your first conversion, so next month's export opens ready to go. QBOKit Pro adds the things a firm needs on top:
- Batch conversion â drop 30 files, get 30 converted files back, instead of one at a time.
- Mappings that follow you â the free converter already remembers each bank's layout, but only in the browser you used. Pro syncs them, so the same client opens correctly on your laptop, your office machine and your colleague's.
- Remembered institution settings â once you find the
FIDandINTU.BIDthat your bank's imports accept, Pro keeps them per client so you never hunt for them again. - Duplicate-safe IDs â stable transaction ids so re-imports deduplicate instead of doubling up, plus the forced re-import switch when you need the opposite.
Planned price: 19 EUR per month, per person, cancel whenever. The converter on this page stays free, with no file limit and no account. Pro is only the time-savers above.
Nothing to pay now and no card asked for â this is a list, not a checkout. We are telling you the price up front so you can decide whether it is worth your time. One email when it is ready, nothing else, no sharing.
If the import still fails, start here
Each page names the cause and cites Intuit's own documentation.
- "Some info may be missing from your file" QuickBooks' catch-all CSV rejection, and the eight things that actually trigger it.
- QuickBooks Web Connect import errors Your .QBO will not import at all. The requirement nobody mentions, and what Intuit says causes it.
- QuickBooks will not re-import a Web Connect file You deleted transactions, imported the same .QBO again and nothing came back. Why it is skipped silently, and how to get it in.
- How to convert a PDF bank statement to CSV For Excel, Xero or QuickBooks Online. Read in your browser, and the two CSV layouts differ in date order.
- How to convert a PDF bank statement to QBO The PDF is read in your browser, so the statement is never uploaded. What works, and why a scan cannot.
- QuickBooks imported every date as 01/01/1970 Or the days and months came in swapped with no warning at all. Why it happens and how to stop it.
- QuickBooks Online CSV format requirements The 3-column and 4-column layouts, the allowed headers, and the date and amount rules.
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How to convert a bank CSV to a QBO file
What Web Connect is, and what
FIDandINTU.BIDactually do. - How to convert a bank CSV to a QIF file The simplest format, for software that will not read the others. Carries no transaction ids, so overlapping imports duplicate.
- Getting a bank statement into GnuCash Which of its three import formats to pick, and why OFX avoids duplicates.
- How to convert a bank CSV to an OFX file For Xero and other software that takes OFX. The output with no Intuit header, so the institution check cannot refuse it.
Common questions
Why won't QuickBooks accept my bank's CSV?
QuickBooks Online is strict about the shape of a CSV: it wants a date, a description and an amount, dates in one consistent format, UTF-8 encoding, no blank rows, no currency symbols, and any comma inside a description wrapped in quotes. Bank exports break at least one of these rules almost every time. QBOKit rewrites the file so it passes. The full list is in CSV format requirements, and if you are seeing "Some info may be missing from your file" that page covers the eight usual causes.
What is a .QBO file?
A QBO file is Intuit's Web Connect format â Open Financial Exchange data with an extra header naming the bank. QuickBooks Desktop imports it directly, which is why converting to QBO is the usual fix when a CSV keeps failing. See how to convert a CSV to QBO.
Why does QuickBooks say it cannot verify the financial institution?
That error comes from the FID and INTU.BID tags in the file header. QuickBooks matches them against its own list of institutions. Open the institution settings above and try a different value â 3000 is the most widely accepted.
I imported the same file again and nothing happened. Why?
QuickBooks stores the id of every transaction it has imported and silently skips the ones it recognises, so re-importing the same file after deleting transactions brings nothing back. It is not an error and nothing is broken. To get them in, the transactions need new ids: open "Re-importing a statement QuickBooks has already seen?" in the converter and tick Force a re-import. Leave it off for normal monthly imports, because the stable ids are what stop duplicates. Why this happens.
Is my bank data safe?
Yes. The converter is JavaScript running in your own browser. Your file is read locally and the result is generated locally. Nothing is sent to our server, so there is nothing for us to store or leak.