Then click the 'Browse' button and select the created CSV file. In your accounting software, look for 'Import a statement', 'Upload a bank file', or similar links to upload the created CSV file. Select the account you want to import your data into.Ĭlick the 'File Upload' button. Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Import created CSV file into Quickbooks Online The best option for Quickbooks Online is MM/DD/YYYY.Ĭhoose the CSV Target: CSV Mint, Quickbooks Online, Xero.Ĭlick the 'Convert' button to create a CSV file. Review transactions before converting, check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns. Start CSV2CSV and select a CSV or Excel file. Download it from the CSV2CSV download page. Make sure you are using the latest version of CSV2CSV. Follow the steps below for the Windows version, followed by the Mac version.
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