Read QBO bank transaction fields into IIF transaction records. Review the preview before downloading.
A QBO file is a Web Connect transaction export, not a QuickBooks company backup. FinanceConvert reads its bank transactions. Customers, invoices, attachments, reconciliations and chart-of-accounts settings are outside this conversion.
Documents and conversion results are stored privately for 90 days to investigate errors and improve conversion quality. Temporary downloads expire after 15 minutes or first use. Storage and deletion details.
Map QBO bank transactions into balanced IIF pairs
A Web Connect file carries bank rows, not the destination chart of accounts. Configure the bank, expense and income account names used in TRNS/SPL pairs. Review classifications and test the IIF import with a copied company.
These are synthetic examples, not customer data. Output excerpts illustrate the transaction mapping; download a sample through the converter to try the full workflow.
!TRNS TRNSID TRNSTYPE DATE ACCNT NAME AMOUNT MEMO
!SPL TRNSID TRNSTYPE DATE ACCNT NAME AMOUNT MEMO
!ENDTRNS
TRNS 1 CHECK 01/15/2026 Checking Office supplies -45.00
SPL 1 CHECK 01/15/2026 Miscellaneous Expense Office supplies 45.00
ENDTRNS
FIELD MAPPING
The same transactions. A different format.
Source field
Output
Handling
DTPOSTED / DTUSER / DTAVAIL
TRNS / SPL DATE (MM/DD/YYYY)
Source dates are validated. Choose a convention when the file is ambiguous.
NAME / MEMO
NAME / MEMO fields
Supported text is mapped; this does not reconstruct the original accounting structure.
TRNAMT
TRNS AMOUNT and opposite SPL AMOUNT
Balanced entries use configured/default ledger names; classification requires review.
BALAMT, when present
Not written to IIF; available checks stay in the report
Missing balances stay missing. A balance check does not prove every transaction was extracted.
THREE STEPS
Prepare. Convert. Review.
01
Check the source
Upload an unlocked QBO file up to 10 MB. Choose a date order if it cannot be established from the file.This path reads transaction fields directly; no document-reading AI is needed.
02
Read the preview
Compare the transaction count, date range and totals with your source. Check running-balance warnings. A clean balance check does not prove every row was extracted.
03
Download & validate
Download the IIF output, then inspect its mapping in your destination application. The temporary download expires after first use or 15 minutes. A separate encrypted review copy is retained for 90 days.
Questions about this conversion
When should I choose another format instead of IIF?
Choose a tabular export for review if you have not mapped the chart of accounts. IIF targets Desktop-style transaction imports and must not be confused with a complete migration into QuickBooks Online.
What should I check before using this export?
Compare row count, first and last dates, debit/credit direction and totals with the source. Review any balance warnings. Test the destination mapping with a copy or test account; a successful export does not prove importer compatibility.
Are my source and result deleted after download?
No. Temporary download links expire after first use or 15 minutes. A private encrypted source/result copy, including failed attempts, is retained for 90 days to investigate errors and evaluate conversion improvements. The upload notice explains storage, and the document receipt lets you request deletion.