Organize the data of transactions from the account statements offered by banks. Manage the information in CSV format and process it to create QBO files. Access the built-in list of financial institutions to help you identify the FID code faster. Save and preview results.
CSV2QBO Convert is a CSV2QBO Converter for QuickBooks. It runs conversions with the single click of a button. Employs a user-friendly platform that is simple to use, even for people with no experience in computer software. Delivers both U.S. and European date formats, multiple currencies. Flexible conversion of selected .CSV data with our intuitive Preview Mode. Runs on your desktop without requiring uploading, downloading, login information, or direct access to your accounts. Process both bank accounts and credit card accounts. Download transactions from banks or credit card companies that do not support .QBO formats or QuickBooks Direct Download. Import transactions directly into QuickBooks or another financial application. Convert data from Mint.com into QuickBooks. Convert scanned data and import that data into your financial application. Edit transactions with Microsoft Excel or another spreadsheet program, and then import selected transactions (up to several years of data, not just 90 days) into Quicken. Run automatic conversions as part of a script.
What's new in this version:
New simplified user interface. Improved Preview Mode for flexible conversion.