CSV2CSV (Windows): Convert CSV/Excel transactions to importable CSV

See a step-by-step tutorial at https://www.propersoft.net/howto/csv2csv

This tutorial shows how to convert CSV/Excel files from your bank or credit card statement to CSV format and import into Quickbooks Online. We will use the CSV2CSV utility. IMPORTANT: CSV2CSV is discontinued and replaced with a new Transactions app (https://www.propersoft.net/products/transactions), that converts from more formats and converts to more formats.

00:00 - Download CSV2CSV
00:19 - Start CSV2CSV and select a file with transactions
00:40 - Review the transactions before converting
00:50 - Set the CSV Target
01:05 - Set the Date Format
01:10 - Convert to CSV file
01:20 - Switch to QB Online and go to 'Banking'
01:30 - Select the account to import data into
01:33 - Upload the file
01:45 - Select the QB account
01:50 - Map the CSV file (select the Amount column)
02:20 - Select the transactions to import
02:28 - Review the transactions, select Payee and Category

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Step by step instructions for Windows:

- Use ProperSoft CSV2CSV to convert CSV/Excel files to importable CSV format and import into Quickbooks Online, Quicken for Mac (as CSV Mint), Xero, and more. Download it and make sure you are using the latest version of the CSV2CSV.

- Start CSV2CSV and select a CSV or Excel file.

- Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.

- Set the Date Format. The best option for Quickbooks Online is MM/DD/YYYY.

- Choose the CSV Target: CSV Mint, Quickbooks Online, Xero.

- Click the 'Convert' button to create a CSV file.

- Confirm the file name and location.

- Import created CSV file into Quickbooks Online

- Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the 'Banking' and click on it.

- Select the account you want to import your data into.

- Click the 'File Upload' button. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload created CSV file.

- Then click the 'Browse' button and select the created CSV file. And click 'Next'.

- Then select an account in Quickbooks to import and click 'Next'.

- Confirm the mapping and the date format. Click 'Next'.

- Review transactions in Quickbooks online before importing.

- Once the transactions are imported, you can review, categorize them under the account and add to the register.