Guides

Practical how-tos for turning bank statements into clean spreadsheets.

How to Import a Bank Statement into QuickBooks Desktop (QBO & IIF)

Two reliable ways to get bank statement transactions into QuickBooks Desktop: a Web Connect .qbo file or a direct IIF import — no manual entry.

CSV to QBO: Convert Any Bank's CSV for QuickBooks

QuickBooks Desktop doesn't import CSV bank data directly — convert it to a .qbo Web Connect file and import months of transactions in one pass.

QBO vs OFX vs QFX vs QIF vs IIF: Which Format Does Your Software Want?

The five bank-transaction file formats explained — which software imports each one, and how to convert between them.