QBO Ready Frequently Asked Questions

Frequently asked questions

Is this CSV to QBO converter really free?

Yes. Any number of rows, any number of conversions, no account needed. Everything on the site is free today. Paid features (batch conversion, saved column mappings, PDF statements, client workspaces) are planned and not built yet; the pricing page lists them as such.

Which banks does the CSV to QBO converter support?

Chase, Bank of America, Wells Fargo, Citi, Capital One, American Express, U.S. Bank, PayPal, Stripe and Square are recognised automatically. Any other CSV or Excel export works too: map the date, description and amount columns. Nothing is stored between visits, so you map again next time.

Does my bank statement get uploaded?

No. The conversion engine is JavaScript that runs inside your browser tab. Your file is read from your own disk and the .qbo is generated in memory, so no statement, account number or payee name is transmitted.

QuickBooks says "the file you selected is not supported". What now?

That message almost always means the file is not a valid Web Connect file, or the account type is wrong. Check that you picked credit card for a credit card and checking for a bank account, then download again — the account type changes the whole structure of the file.

What do errors OL-221 and OL-222 mean?

They are generic parsing errors: QuickBooks could not read the file it was given. Common causes are an unsupported date format, an empty description column, or a statement that was edited in a spreadsheet and saved with a stray column. Re-converting from the original download usually fixes it.

Why does QuickBooks only import 90 days of transactions?

The 90-day window applies to automatic bank feeds. A file you upload yourself has no such limit, which is exactly why converting an older statement to .qbo is the standard workaround.

My amounts are the wrong way round. How do I fix that?

Some card issuers export charges as positive numbers. Open the column mapper and tick "flip the sign of every amount", or switch to the preset for your issuer, which already knows the convention.

What if my bank is not in the list?

Any CSV or Excel file with a date, a description and an amount works. When the header row is not recognised you map the columns in the mapper, and files without a header row at all — Wells Fargo's comma-delimited download, for instance — are handled too.