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Bank of America CSV to QBO Converter
Prepare a BofA-style CSV by separating its introductory summary from the actual transaction table.
CSV → QBO workbench
Your bank data never leaves this browser.
Before you convert
A clear path from source to output.
- 01
Prepare the source
This page recognizes a Date header after introductory rows and reports how many were skipped. Review the first retained transaction and map Amount rather than Running Bal.
- 02
Review the transformation
Beginning balance, total credits and ending balance describe a statement; they are not new transactions. Keeping them out of the transaction list prevents fictitious deposits or withdrawals.
- 03
Check the destination
Credit-card layouts can differ from checking layouts. Confirm the payee, posting date and account type against the file in front of you. If the header was not recognized, remove the introduction in a copy and retain the original for comparison.
What to check in the preview
Compare the record count, date range, deposits and withdrawals with your source. A download is not a completed import or an account reconciliation.
The tool handles one local file up to 5 MB. Invalid records block export. Format-specific limitations appear before you download.
Questions about this conversion
Is the file uploaded?
No. File reading, validation and conversion run in your browser. Analytics never receive file contents.
What does QBO output keep?
Beginning balance, total credits and ending balance describe a statement; they are not new transactions. Keeping them out of the transaction list prevents fictitious deposits or withdrawals.
What are the limits?
Credit-card layouts can differ from checking layouts. Confirm the payee, posting date and account type against the file in front of you. If the header was not recognized, remove the introduction in a copy and retain the original for comparison.
Step-by-step companion