Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel. Set 'Open after save' to open application handling converted files to start import right after the conversion.Ĭlick the 'Convert' button to create a CSV file.
Check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.Ĭhoose the CSV Target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel. IMPORTANT: QBO2CSV is now replaced with the Transactions app, which converts from more formats and converts to more formats. Wait for the report to populate, then click the 'Export' button. To convert a Quickbooks report to Excel, click the 'Reports' tab at the top of the screen, then select your desired report. Download it from the QBO2CSV download page. Select a location for the exported file, then type a name for it into the 'File Name' field and click the 'Export' button. Make sure you are using the latest version of QBO2CSV.