csv2qbo Convert

Using multiple software applications for keeping track of your financial records means that you eventually have to turn to a conversion utility to migrate all transactions to a single place.

QuickBooks, the well-known income and expense tracker, has the proprietary QBO format. If you wish to move your CSV-formatted bank statements to this application, you can turn to csv2qbo Convert.

Designed a simple financial convertor, the tool is cross-plaform, offering support for Mac and Linux in addition to Windows. It requires Java Runtime Environment (JRE) to be able to work properly, carrying out conversion tasks quickly and with minimum effort on your behalf.

After the setup operation, which implies downloading the latest JRE (even if you already have it), you come face to face with a simple window with detailed instructions, where you can click the big "Convert" button to bring up the popup file browser and select the CSV file you wish to process.

Worth mentioning is that batch processing is unsupported, meaning that you cannot convert more than one CSV file at the same time. Csv2qbo Convert cannot process files without a valid FID. During the conversion, you can check out regarding the columns and rows, together with total processed and skipped lines. The output QBO file is automatically delivered to the same location as the CSV counterpart, and it's not possible to interfere with this setting.

Besides inputting the required FID, configuration options concern the account type (bank or credit card), bank routing number (optional), account number used in QuickBooks, currency, US or EU date format, negative charges and positive payments (or vice versa), CSV separator, assigned column names, and whether or not to separate splits in the output transactions.

Conversions were performed swiftly in our tests while the app remained light on system resources consumption. However, we expected richer options from this utility, such as the ability to preview and filter the CSV transactions. Nevertheless, csv2qbo Convert gets the job done and is intuitive.