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Chase CSV to QBO Converter
Convert a Chase-style transaction CSV with posting-date mapping and a preview before export.
CSV → QBO workbench
Your bank data never leaves this browser.
Before you convert
A clear path from source to output.
- 01
Prepare the source
Checking and credit-card exports may have different columns. When Post Date, Posting Date or Posted Date is present, this page suggests that column ahead of Transaction Date.
- 02
Review the transformation
Posting date is the settlement date used for matching a statement; purchase date can precede it. Verify the actual header and signed amounts in your downloaded file. The example on this page is synthetic, not a guarantee about every Chase export.
- 03
Check the destination
Only include settled transactions and the period you need. Confirm the correct destination account type, and avoid overlap with an already connected bank feed. This tool never signs in to Chase or retrieves activity for you.
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?
Posting date is the settlement date used for matching a statement; purchase date can precede it. Verify the actual header and signed amounts in your downloaded file. The example on this page is synthetic, not a guarantee about every Chase export.
What are the limits?
Only include settled transactions and the period you need. Confirm the correct destination account type, and avoid overlap with an already connected bank feed. This tool never signs in to Chase or retrieves activity for you.
Step-by-step companion