Convert Chase CSV to QuickBooks (.QBO)
Works with Chase CSV and Excel exports Nothing uploaded
Chase makes downloading transactions easy, from the account Activity page you can grab a CSV (Spreadsheet), QIF, QFX, or QuickBooks (.QBO) file. The catch is that Chase's CSV layout doesn't line up with what QuickBooks Online expects on its upload screen. A Chase checking export uses the columns Details, Posting Date, Description, Amount, Type, Balance, and Check or Slip #, far more than QuickBooks' three- or four-column importer wants.
Chase's direct .QBO/Web Connect download works well when it's available, but it's capped at roughly 24 months of history (and about 1,000 rows per download), and credit-card or older-statement data often forces you back to CSV. When that happens, you're left manually deleting the Details, Type, Balance, and Check or Slip # columns and remapping the rest.
QBO Maker does that reshaping for you. Feed it the raw Chase CSV or Excel file and it produces a clean, valid .QBO (OFX) that QuickBooks imports without a column-mapping screen. It all runs client-side in your browser, nothing is uploaded. Convert your Chase CSV now.
A typical Chase export has columns like Details, Posting Date, Description, Amount, Type, Balance, Check or Slip # and uses MM/DD/YYYY dates. QBO Maker auto-detects these, just confirm the mapping.
How to import Chase statements into QuickBooks
- Export your transactions from Chase online banking as CSV or Excel.
- Open the QBO Maker converter and drop the file in.
- Confirm the auto-detected date, amount (or separate debit/credit) and description columns.
- Choose .QBO as the output and click download.
- In QuickBooks Online: Transactions → Bank transactions → Upload from file, then select the .QBO. In Desktop: Banking → Bank Feeds → Import Web Connect File.
Chase-specific things to watch for
- Seven columns, QuickBooks wants three. Chase exports
Details,Type,Balance, andCheck or Slip #on top of the basics, extra columns the converter drops so QuickBooks only sees date, description, and amount. - Download caps. Chase limits activity downloads to about 24 months and roughly 1,000 rows at a time, so large histories must be pulled in batches.
- 'Details' = DEBIT/CREDIT flag. The first column holds DEBIT/CREDIT, while the
Amountcolumn is already signed, QBO Maker relies on the signed amount and ignores the redundant flag. - Credit cards differ. Chase card CSVs use
Transaction Date,Post Date,Description,Category,Type, andAmount, a different layout the converter also recognizes.
QuickBooks Online vs Desktop
QuickBooks Online: Transactions → Bank transactions → Upload from file → choose your .QBO. QuickBooks Desktop: Banking → Bank Feeds → Import Web Connect File. Desktop is stricter about the bank ID, Chase's routing number is often 021000021, which we prefill when you open the converter from this page.
Frequently asked questions
Chase already offers a .QBO download, why use a converter?
Because Chase's native Web Connect download is limited to about 24 months and ~1,000 rows, and it's not always offered on credit cards or older activity. If you've exported CSV instead, or you need to clean up history, QBO Maker rebuilds a valid .QBO from the CSV so you don't have to re-pull anything.
What columns does the Chase checking CSV include?
A Chase checking download typically has Details, Posting Date, Description, Amount, Type, Balance, and Check or Slip #. QuickBooks only needs date, description, and a signed amount, QBO Maker maps those and discards the rest automatically.
Does this work with Chase credit-card exports too?
Yes. Chase card CSVs use a slightly different header set (Transaction Date, Post Date, Description, Category, Type, Amount). QBO Maker detects the card layout and converts it to a .QBO the same way. See importing CSV into QuickBooks Online for the upload steps.
Is the Chase file uploaded to a server?
No. Conversion runs entirely in your browser. Your Chase transactions stay on your machine, nothing is transmitted or stored by QBO Maker.
Convert your Chase statement now
Free, in your browser, nothing uploaded. We will prefill the Chase routing number for you.
Open the converter