Turn a messy bank CSV into a QuickBooks-ready file
Every bank exports differently: odd headers, US vs. UK dates, separate debit/credit columns, amounts in parentheses. Drop the file below and get a clean Date, Description, Amount CSV you can import straight into QuickBooks, plus a plain-English reason for anything it couldn't read.
100% in your browser. Your file never leaves your device and nothing is uploaded to Clerai.
This clean-and-validate step is exactly what Clerai does the moment a client's transactions arrive, then it goes further: it categorizes every row with per-client rules, chases the client for anything unclear, and pushes the result straight into QuickBooks. No monthly CSV wrangling.
Common questions
No. The file is read and cleaned entirely inside your browser using local JavaScript. Nothing is sent to Clerai or any server, so client data never leaves your machine.
A three-column Date, Description, Amount CSV, the format QuickBooks Online accepts for a manual bank import. Money out is negative, money in is positive.
A row is set aside when it has no readable date, no description or payee, or no valid amount. Each rejected row is listed with the reason so you can fix the source and re-run it.
QuickBooks Online could not find the columns it expects. The usual causes: header names it does not recognize, a blank cell where a zero is needed in a Debit or Credit column, mixed date formats, or extra columns like Balance or Type. Running the file through this converter fixes all of these by emitting a clean three-column Date, Description, Amount file.
QuickBooks Online caps manual bank imports at roughly 350KB, about 1,000 rows. Split the file by date range and import in batches; each batch needs the same header row.
Either works if built correctly. The 3-column format is Date, Description, Amount with money out negative. The 4-column format splits money out and money in into Debit and Credit columns, and unused cells must be blank, not zero, in some bank exports or QuickBooks misreads them. This tool outputs the 3-column format because it has fewer failure modes.
Since the May 2026 bank feed transition, QuickBooks' Import Center validates headers and dates more strictly than before. Re-download a fresh export from the bank, run it through this converter, and import the cleaned file rather than editing the original in a spreadsheet, which often reintroduces formatting problems.
No. This tool only cleans and validates the file. Categorizing every transaction to the right account (and remembering your choices as rules) is what Clerai automates inside the app.