Conversion guides
Practical guides to preparing, converting and checking bank transactions and calendar files. Choose a guide, then use its matching free tool.
Bank of America CSV to QBO: Remove Summaries, Keep Transactions
Prepare a BofA-style CSV by separating its introductory summary from the actual transaction table.
Read the guide ↗Chase CSV to QBO: Choose Posting Date, Then Verify the Statement
Convert a Chase-style transaction CSV with posting-date mapping and a preview before export.
Read the guide ↗CSV to IIF: Account Names, Balanced Entries and a Safe Import
Convert bank CSV transactions into balanced IIF entries for QuickBooks Desktop, with account names you choose.
Read the guide ↗How to Convert a Bank CSV to QBO Without Losing Transactions
Turn a bank CSV into a reviewable QuickBooks Web Connect file. Confirm dates, signs and account details before downloading.
Read the guide ↗Prepare a CSV for QIF: Dates, Signs and Quicken Compatibility
Prepare a bank CSV as a QIF transaction file for software that supports Quicken Interchange Format.
Read the guide ↗ICS to CSV: Keep Timezones, All-Day Dates and Recurrence Rules Clear
Turn an iCalendar file into a readable event table with timezone labels and recurrence rules retained.
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