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Chase to QBO

Chase Bank CSV → QuickBooks .QBO. Works with checking, savings and Chase credit cards.

Convert my Chase CSV

Step-by-step

  1. 1In Chase, open an account → Download activity → CSV.
  2. 2Upload here — Chase uses MM/DD/YYYY and a single Amount column.
  3. 3Choose the correct account type (Checking or Credit Card).
  4. 4Download and import.

Column mapping

Chase CSV columnQuickBooks .QBO field
Posting DateDTPOSTED
DescriptionNAME
AmountTRNAMT

Tips

  • For credit cards, pick 'Credit Card' as the account type so QB categorizes them correctly.
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