into for QuickBooks
FileInto converts an Excel bank statement (.xlsx) into a QuickBooks .QBO file in your browser.
- Never uploaded, stays on your device
- Free preview
- Opens in QuickBooks
Have a different file, or need a different one? Click or above.
How to import the QBO file into QuickBooks
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.
What FileInto looks for in your file
| Column | Examples | Notes |
|---|---|---|
| Sheet | The first sheet in the workbook | Move the transactions to the first sheet if your workbook has several. |
| Date | 10/03/2026, 2026-10-03, Oct 3 2026, 03/10/2026 | Any common date style. If day and month are swapped, change "Dates in your file". |
| Description | STARBUCKS STORE 01234 | Payee or details. Long descriptions are kept in full in the memo. |
| Amount | -5.75, $1,234.56, (12.00), 12.00 DR | One signed amount column, or separate money out and money in columns. |
| Memo, check number, balance | Optional | Used when your file has them. The last balance becomes the statement balance. |
Problems and fixes
- Dates show up as numbers like 46298
- That is how Excel stores dates. FileInto reads real Excel dates, so this only happens when the column is formatted as text. Format the column as Date in Excel and save again.
- Summary rows at the top are counted
- Rows without a valid date are skipped and listed under "rows skipped". Delete totals and notes at the bottom if they have dates.
- QuickBooks says it can’t verify the financial institution
- FileInto writes a supported institution id into every QBO file. If you still see this, write to us with your QuickBooks version.
Questions
- Can QuickBooks import Excel directly?
- QuickBooks Online imports bank transactions from CSV in a strict layout, not from .xlsx. QuickBooks Desktop needs a QBO file. Converting to QBO works in both.
- Is my spreadsheet uploaded?
- No. FileInto opens it inside your browser tab.
- Which Excel formats work?
- .xlsx and older .xls files. Only the first sheet is read.
- 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.
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Guides: How to import bank transactions into QuickBooks Online · How to fix "QuickBooks is unable to verify the financial institution" · QuickBooks Web Connect: how to import a QBO file · What is a QBO file?
Bank-specific steps and quirks: Bank of America, Chase, Wells Fargo, Capital One and American Express.
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