How to convert Excel (XLSX) to QBO
Downloaded your transactions as an Excel file? QuickBooks Desktop wants .QBO, not .xlsx. Here's the one-step conversion.
Bank exports often come as Excel (.xlsx or .xls). QuickBooks Desktop imports .QBO (Web Connect) files, so the spreadsheet needs converting first.
Steps
- Open the free converter and drop your .xlsx or .xls file in.
- It reads the first sheet and auto-detects the date, description and amount columns.
- Download the .QBO and import via File → Utilities → Import → Web Connect Files in QuickBooks Desktop.
Using QuickBooks Online instead? It takes a CSV, not .QBO — the converter also outputs a QuickBooks Online CSV. Related: convert CSV to QBO.
FAQ
Does it read .xls as well as .xlsx?
Yes, both Excel formats are supported. The first worksheet is used.
Is the Excel file uploaded?
No. It's read in your browser on your own device; nothing is sent to a server.