![]() Review transactions before converting, check that dates are correct, have the correct year, expenses are negative and payments to the account are positive.Ĭlick the 'Charges/Withdrawals' are positive if expenses are positive on the CSV file. ![]() Start CSV2QBO and select a CSV or Excel file. Download it from the CSV2QBO download page. Make sure you are using the latest version of CSV2QBO. Follow the steps below for the Windows version, followed by the Mac version.
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