QuickBooks review path
- QBO
- OFX
- CSV
- Excel
QBO files are Web Connect bank downloads. Convert them to CSV when you need to inspect transactions, reconcile outside QuickBooks, or hand data to someone using spreadsheets.
Accounting imports and exports
Accounting systems often hide structured data inside formats built for import screens rather than spreadsheets. This hub connects the common accounting formats and shows when to convert them to CSV or from CSV.
QBO files are Web Connect bank downloads. Convert them to CSV when you need to inspect transactions, reconcile outside QuickBooks, or hand data to someone using spreadsheets.
IIF is a QuickBooks Desktop import/export format. Convert IIF to CSV to audit the data, then use CSV to IIF when you need a structured import file.
QBO is associated with QuickBooks Web Connect. QFX and QIF are common around Quicken and personal finance workflows. OFX is the open financial exchange base format many banks and products build on. IIF is a QuickBooks Desktop text format used for lists and transactions.
CSV is not an accounting format by itself, but it is the easiest review, cleanup, and handoff format before data enters a ledger or reporting process.
Linking QBO, OFX, QFX, QIF, IIF, and CSV tools together helps users move through the exact workflow they have: open a bank export, inspect it as CSV, then prepare a new accounting import when needed.