Download csv2qbo Convert 17.1.00 (Mac) – Download & Review Free

If you use a personal financial manager such as QuickBooks, you don’t have to spend time manually entering every transaction. Most of the time, you can simply import data from the account statement file provided by your bank.

However, the file format used by your bank may not be compatible with your financial m anager. csv2qbo conversion

Easy-to-setup conversion tool that can handle CSV files from your bank

To help you get started, csv2qbo Convert displays detailed usage instructions in its main window. Right off the bat, you have to open the Settings panel and enter the type of account you’re using and your QuickBooks FID. The app also includes a list of QuickBooks supported financial institutions to help you identify FID codes faster.

In the same panel, you can also change the default currency, bank routing number, date format or flags used for billing and payments. Additionally, you can provide your account number in QuickBooks.

Transfer transactions from a CSV file to a format compatible with QuickBooks Personal Finance Manager

csv2qbo Convert uses the Finder menu to import CSV files for processing, but also lets you preview their contents before actually converting them to QBO format. This way, you can easily ensure you have the correct files.

The application scans the source CSV file for valid transactions, then transfers the details to the QBO document. You can monitor the entire process by following the activity log displayed in the application’s main window.