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A visual walkthrough of our high-performance CSV to IIF conversion engine transforming raw bank statements into QuickBooks®-ready records.
Raw, messy transaction data downloaded straight from Chase, Bank of America, or Wells Fargo.
Perfectly mapped headers, transaction types, and dual-entry splits ready for 1-click import.
Files are processed instantly. Sensitive balance data never enters our permanent databases without your choice.
No need to manually specify the bank format. Our AI-driven matcher detects standard bank columns automatically.
Configurable output templates mean your IIF file is guaranteed to import cleanly to QuickBooks® Desktop.
Visual workflow
Convert any compatible bank CSV to QuickBooks® Desktop IIF, with presets for major banks.
Add the original CSV export in your browser.
Review detected fields and conversion settings before export.
Preview and download the IIF-ready result.
Learn before you import
Check the source format, import path, and review steps that apply to this tool.
Understand the QuickBooks Desktop import format, record types, and review risks.
Read guideFollow a sample bank CSV through mapping, validation, and IIF output.
Read guideUse the focused import tutorials and supported-bank references.
Read guideFind bank-specific mapping guidance before converting a statement.
Read guideContinue with a converter, validator, or guide selected for this file format and workflow.
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