LedgerBox

Convert QBO to Excel

Excel cannot open a QBO file. Choose the file and download a CSV that Excel opens as rows and columns.

Free, with no account. LedgerBox pays for it because the people who need it often have a PDF statement too, and reading those is what LedgerBox sells.

QBO to CSV

Step 1 of 3

The file is read and rewritten in your browser. Nothing is uploaded and nothing is stored.

How the conversion works

  1. Choose your QBO file

    The converter reads the transactions, the statement period, and the closing balance out of the file.

  2. Check the first rows

    The converter shows what it read, so a wrong sign is visible before you open the file in Excel.

  3. Download and open it

    Double-click the CSV, or use Data then From Text to control the column types.

What a CSV file is

The download is a CSV, which Excel opens directly and treats as a worksheet. A CSV rather than an XLSX because the two hold the same transactions, and a CSV is a file every spreadsheet, database, and script reads without a library.

Dates are written YYYY-MM-DD, which Excel reads as a real date in every locale. Amounts keep their sign, so money out stays negative rather than becoming a second column.

What the conversion keeps

A CSV file has a place for some of what a QBO file holds and not for the rest. Both lists come from the two formats, so neither can claim something the file cannot say.

Carried across

  • The transaction date
  • The amount, with its sign
  • The description or payee
  • The check number

Dropped, because CSV has no place for it

  • Whether the account is a bank or a credit card
  • The currency
  • The account number ending
  • The bank name
  • The statement period
  • The closing balance

QBO to CSV questions

Is my file uploaded anywhere?

No. The file is read and rewritten in your browser. Nothing is uploaded and nothing is stored. You can turn off your network connection and the converter still works.

Why a CSV and not an XLSX?

Excel opens a CSV as a worksheet and saves it as XLSX in one step. A CSV also opens in Google Sheets, Numbers, and every script that reads a spreadsheet.

Can I convert a PDF bank statement here?

No. This tool reads data files, not documents. LedgerBox reads PDF and photographed statements and writes the same output formats.

Do I need an account?

No. There is no account, no email field, and no limit on how many files you convert.

The converter reads data files. LedgerBox reads the statement itself.

Upload a PDF or a photo of a statement and download the rows. No card required.

Convert a statement