Windows · Free download · General

csv2qbo Convert12.0.05

csv2qbo Convert : Migrate CSV-formatted bank statements to QuickBooks by converting files to QBO format with the help of this intuitive application

Operating system
Windows 10/11
File size
9 MB
License
Demo
Last updated
Jun 11, 2023

97 downloads·1004 page views

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Overview

What is csv2qbo Convert?

csv2qbo Convert : Migrate CSV-formatted bank statements to QuickBooks by converting files to QBO format with the help of this intuitive application

In depth

A closer look at csv2qbo Convert

Using multiple software applications for keeping track of your financial records means that you eventually have to turn to a conversion utility to migrate all transactions to a single place.QuickBooks, the well-known income and expense tracker, has the proprietary QBO format. If you wish to move your CSV-formatted bank statements to this application, you can turn to csv2qbo Convert.

Migrate CSV bank statements to QuickBooks

Designed a simple financial convertor, the tool is cross-plaform, offering support for Mac and Linux in addition to Windows. It requires Java Runtime Environment (JRE) to be able to work properly, carrying out conversion tasks quickly and with minimum effort on your behalf.After the setup operation, which implies downloading the latest JRE (even if you already have it), you come face to face with a simple window with detailed instructions, where you can click the big "Convert" button to bring up the popup file browser and select the CSV file you wish to process.

Convert one CSV file at a time and configure settings

Worth mentioning is that batch processing is unsupported, meaning that you cannot convert more than one CSV file at the same time. Furthermore, csv2qbo Convert cannot process files without a valid FID. During the conversion, you can check out regarding the columns and rows, together with total processed and skipped lines. The output QBO file is automatically delivered to the same location as the CSV counterpart, and it's not possible to interfere with this setting.Besides inputting the required FID, configuration options concern the account type (bank or credit card), bank routing number (optional), account number used in QuickBooks, currency, US or EU date format, negative charges and positive payments (or vice versa), CSV separator, assigned column names, and whether or not to separate splits in the output transactions.

Easy-to-use CSV-to-QBO converter

Conversions were performed swiftly in our tests while the app remained light on system resources consumption. However, we expected richer options from this utility, such as the ability to preview and filter the CSV transactions. Nevertheless, csv2qbo Convert gets the job done and is intuitive.

Requirements

System requirements

Windows 10 64 bit / Windows 10 / Windows 8 64 bit / Windows 8 / Windows 7 64 bit / Windows 7 / Windows Vista 64 bit / Windows Vista / Windows XP

Verdict

Should you download csv2qbo Convert?

csv2qbo Convert runs on Windows 10/11 and is available under the Demo license — the installer is 9 MB. We’ve catalogued it under General.

Verified clean. Every csv2qbo Convert build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.
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At a glance

csv2qbo Convert specifications

Category
General
Publisher
MoneyThumb
Last updated
Jun 11, 2023
Requirements
Windows 10 64 bit / Windows 10 / Windows 8 64 bit / Windows 8 / Windows 7 64 bit / Windows 7 / Windows Vista 64 bit / Windows Vista / Windows XP
License
Demo
Operating system
Windows 10/11
File size
9 MB
Price
Free
Page views
1004

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