'Select Your File' - You can either click 'Browse File' to browse and select the file from the local computer folder or click 'Sample Templates' to navigate to SaasAnt sample file locally. Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel. To import invoice to QuickBooks with your Excel or CSV file, Follow the below steps Step 1 - File Selection: Select 'QuickBooks Transaction Type' as 'Invoice'. Set 'Open after save' to open application handling converted files to start import right after the conversion.Ĭlick the 'Convert' button to create a CSV file. Check that dates are correct, have the correct year, amount, withdrawals, and deposits are shown in corresponding columns.Ĭhoose the CSV Target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel. IMPORTANT: QBO2CSV is now replaced with the Transactions app, which converts from more formats and converts to more formats. Download it from the QBO2CSV download page. ![]() Make sure you are using the latest version of QBO2CSV.
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