Bank Statement to QuickBooks® Online CSV Tool
To get a bank statement into QuickBooks® Online, download it as a CSV and reshape it into the 3-column (Date, Description, Amount) or 4-column (Date, Description, Credit, Debit) layout for manual upload; this free tool does that reshaping in your browser. Banks offer CSV downloads, but QuickBooks® Online’s manual upload expects a specific layout. This free tool reshapes a bank or card statement CSV into the 3-column or 4-column layout it asks for. Add your file, check the date, description and amount columns, and download the new CSV.
It helps with things that commonly make an upload fail or look wrong: date formats, signs on amounts, zero amounts and number-only descriptions. Files over the upload size or line limit are split into parts, and a list shows any rows it could not read.
It works with CSV files only: it does not read PDF statements, it does not create .qbo files, and it does not connect to QuickBooks or your bank. The 350 KB and 1,000-line limits come from Intuit’s help page, “Manually upload transactions into QuickBooks Online”, and can change, so check that page.
Need more than a free tool? See our QuickBooks® cleanup and catch-up service or our bookkeeping services, or read how a QuickBooks cleanup works for small businesses.
Related free tools: Duplicate Transaction Finder and Bank Transaction Categorizer.
Reconciliation not matching? Enter your balances in the free Bank Reconciliation Difference Finder to see where to look.
This tool runs in your browser. The file you choose is read on your device, is not uploaded or sent to LiveFixPro, and is not stored by the tool. (The website itself uses a chat widget and cookies as described in our Privacy Policy.) This tool is a formatting aid, not accounting advice. QuickBooks® is a registered trademark of Intuit Inc. LiveFixPro is independent and not endorsed by Intuit. LiveFixPro is an independent bookkeeping firm. LiveFixPro is a remote U.S. company.
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Bookkeeping Services FAQs
What are bookkeeping services for small businesses?
Bookkeeping services keep your day-to-day financial records accurate—categorizing transactions, reconciling accounts, and preparing clean books so you can see cash flow and make decisions with confidence.
Who is this for?
U.S. small businesses that want reliable monthly bookkeeping and clear books without hiring a full-time in-house bookkeeper. Deep QuickBooks cleanup is available separately when your books need a catch-up.
What’s included in monthly bookkeeping?
Transaction categorization, bank and credit-card reconciliation, and organized books ready for review.
How is pricing structured?
Monthly Bookkeeping is $499/mo, Support for QuickBooks Users is $149.99/mo, Cleanup for QuickBooks Users is $1,999 fixed one-time, and Catch-up Bookkeeping starts from $799.99 one-time. Final scope is confirmed on a free consultation.
Do you use QuickBooks?
Yes—work is for QuickBooks® users. Cleanup and ongoing bookkeeping can connect to your QuickBooks Online file when that is the right fit. LiveFixPro is independent and not endorsed by Intuit Inc.
How do we get started?
Book a free consultation on our calendar. We’ll confirm scope, access needs, and the right package before work begins: Book a free consultation
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.