Chase CSV into QuickBooks and Quicken
FileInto turns a Chase CSV download (checking or credit card) into a QuickBooks .QBO or Quicken .QFX file in your browser.
What FileInto handles in Chase files: two date columns on cards; "Details" column on checking; check numbers. Details
Download the CSV from Chase
- Sign in to chase.com and open the account.
- Choose the download icon above the transactions (Download account activity).
- Pick CSV as the file type, choose the date range, and download.
- Drop the file below.
Menus as of November 2026. Banks move them now and then; if a step looks different, tell us.
Drop your bank file hereCSV or Excel from any bank, card, PayPal, Stripe or Square.Stays on your device. Never uploaded.
You have
On this device onlyPreview
| Date | Description | Amount |
|---|
Download
You get
Made on your device. Nothing was uploaded.
Using Quicken? Set Save as to QFX, or open the CSV to QFX converter. For Xero or GnuCash, choose OFX.
What's different about Chase files
- Two date columns on cards
- Chase card exports have Transaction Date and Post Date. FileInto uses Transaction Date; you can switch to Post Date in Settings.
- "Details" column on checking
- Chase checking files have a Details column (DEBIT, CREDIT, CHECK) next to Description. FileInto uses Description as the payee.
- Check numbers
- The "Check or Slip #" column becomes the check number in QuickBooks and Quicken.
How to import the file
QuickBooks Online
- Go to Bank transactions (under All apps, then Accounting, or under Transactions on some plans).
- Open the Link account menu and choose Upload from file.
- Drag in the .qbo file from FileInto and pick the QuickBooks account it belongs to.
- Review the new transactions on the For review tab, then categorize and add them.
QuickBooks Desktop
- Go to Banking, then Bank Feeds, then Import Web Connect Files.
- Select the .qbo file from FileInto.
- Choose Use an existing QuickBooks account and pick the account, then Continue.
- Open the Bank Feeds Center to review and add the transactions.
Quicken for Windows
- Go to File, then File Import, then Web Connect (.QFX) File.
- Select the .qfx file from FileInto.
- Choose Link to an existing account and pick the account, then Continue.
- Accept the downloaded transactions in the account register.
Quicken for Mac
- Go to File, then Import, then Bank or Brokerage File (OFX, QFX).
- Select the .qfx file from FileInto.
- Pick the Quicken account to add the transactions to.
- Review the new transactions in the account.
Questions
- Does it work for Chase credit cards?
- Yes. Set Account type to Credit card. Chase card exports already show purchases as negative numbers, so no sign change is needed.
- Can I convert Chase Business accounts?
- Yes. Business checking and card downloads use the same CSV layouts.
- Is my bank file uploaded?
- No. FileInto reads and converts the file inside your browser tab. Your file never reaches our servers, and nothing about it does either: not its name, its size or how many rows it has.
- What are the limits?
- Files up to 25 MB. Every file gets a full preview free. Downloads up to 25 transactions are free, no account needed; a Day Pass ($9 for 24 hours) or Unlimited ($7 a month) has no row limit. It works in current versions of Chrome, Edge, Safari and Firefox, on computers and phones.