Convert Bank Transactions CSV to QBO, Excel, or Other Formats
Already have transactions in a CSV? Import them into DocuClipper to convert and re-export in any supported format.
If your bank already exports transactions as a CSV, DocuClipper can take that file and convert it to QBO, IIF, QIF, Xero CSV, Sage, or Excel. No PDF needed.
Where to start
Click Add Documents in the left sidebar and choose Bank Transactions (CSV) from the dropdown. You can also open a project, click the Upload button, and select Bank Transactions (CSV).
Step 1: Upload and map columns
- Drop your CSV file onto the upload area or click to select it.
- DocuClipper auto-detects common column layouts. Review the column mapping:
- Date: the transaction date column.
- Description: transaction description or memo.
- Amount: a single signed amount column, or separate debit/credit columns.
- Balance: optional, used for reconciliation checks.
- Preview the mapped rows. If a column is mis-identified, adjust the dropdown for that column.
- Click Import.
Step 2: Review
After import, the transactions appear in the standard review grid. You can edit, exclude, or add rows the same way you would with a PDF-derived conversion.
Step 3: Download
Click Download Data and pick your target format: QBO Web Connect, QuickBooks IIF, Xero CSV, Sage, Excel, plain CSV, or any other supported output.
When to use this vs the PDF converter
Use the CSV converter when:
- Your bank already provides a direct CSV/OFX export and you need a different output format (e.g. QBO instead of CSV).
- You have a CSV of transactions from a third-party system and need to normalize or reformat it.
Use the PDF converter when you have a scanned or digital PDF statement and no CSV is available.