QBO Converter Tool

About This Tool

The QBO Converter Tool ingests bank statement data exported in the QBO format and outputs clean, structured records in CSV, TSV, QIF, or OFX formats. It is designed for accountants, bookkeepers, and small businesses that need to relocate data from QuickBooks Online exports into importable templates for other systems. It supports historical data migration, reconciliation workflows, and audit-ready outputs. The tool emphasizes fidelity, repeatability, and clear output artifacts to aid validation and cross-system imports.
Conceptually, the tool parses QBO, normalizes field values, and maps core fields such as date, description, amount, debit/credit, and check number into a tabular schema. Users select a target format, configure optional options like date format and currency, and execute a batch conversion. This approach minimizes manual re-entry and reduces errors during data migration.
The value lies in predictable conversions, configurable options, and detailed logs. It supports date ranges, multiple currencies, and batch processing, enabling efficient data movement between QuickBooks Online and external systems such as ERP, tax software, or spreadsheet-based workflows. Use cases include migrating historical transactions, preparing data for imports into accounting software, and reconciling cross-system accounts. Core features include field mapping, validation, and a downloadable mapping report alongside the converted file for traceability. It is designed to operate without network access, ensuring user data remains under control.

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