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Garfield38
Level 1

Where is the csv plugin located in quickbooks?

I need to convert my file from excel to Qbo it says that i must install the csv plugin from quickbooks so that my file can be converted into qbo. Where is the csv plugin located?
7 Comments 7
RenjolynC
QuickBooks Team

Where is the csv plugin located in quickbooks?

Hello there, Garfield38.

 

I'd like to verify some information in order to provide the right solution. Are you trying to convert a CSV file to .qbo (WebConnect file)? Do you wish to migrate from QuickBooks Desktop to QuickBooks Online?

 

I appreciate any details you can provide. Thank you in advance.

Garfield38
Level 1

Where is the csv plugin located in quickbooks?

Yes I am trying to convert a CSV file to .qbo (WebConnect file). Can you tell me where is the cvs plugin in quickbooks?

Fiat Lux - ASIA
Level 15

Where is the csv plugin located in quickbooks?

@Garfield38 

Utilize the trial version of this converter app

https://www.moneythumb.com/?ref=110

 

RenjolynC
QuickBooks Team

Where is the csv plugin located in quickbooks?

Thanks for your reply, Garfield38.

 

You can utilize the third-party application shared by Fiat Lux - ASIA to convert from CSV to .QBO file. The other way is to download the Web connect (.QBO) file from your bank’s website. Then, import the transactions by following these steps:

 

  1. Go to Banking > Bank Feeds Import Web Connect Files.
  2. Select the QBO file you saved, then click Open. 
  3. When prompted to select a Bank Account, choose: Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks. Or Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
  4. Click Continue and you'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Hit OK.
  5. Go back to the Bank Feeds Center and review your transactions.

I've got this article for reference: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

Please feel free to reply again if you have any follow-up questions or other concerns. We're always around to help you out some more. Take care!

JustCurious
Level 2

Where is the csv plugin located in quickbooks?

This does not work for me. I use Quickbooks for Mac. Desktop.

My options are "Online Banking Setup" and "download transactions." Some jurassic banks only offer CSV files for download. What is a safe (trustworthy) software program to use to make the conversion to QBO files?

 

Thank you

 

 

PS: Plan to switch away from Quickbooks before I will use the online version. So, sounds like I have three years left to enjoy w Intuit.

MarsStephanieL
QuickBooks Team

Where is the csv plugin located in quickbooks?

Hi there, @JustCurious. Let me share some details about the conversion app you can use.

 

QuickBooks has a website specifically for integrated third-party apps. You can choose and compare the features of the apps that best suits your needs. 

 

To begin with, go to this link and enter a keyword in the search bar. Then, you can check out the profile of the application.

 

Feel free to comment below if you have any other questions or concerns. I'm always here to help.

 

Fiat Lux - ASIA
Level 15

Where is the csv plugin located in quickbooks?


@JustCurious wrote:

What is a safe (trustworthy) software program to use to make the conversion to QBO files?

 

@JustCurious 

Explore 2qbo Pro. It supports Mac.

https://www.moneythumb.com/?ref=110

 

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