Convert Chase CSV to QBO / QFX / OFX
Drop your Chase CSV or Excel export below and get a Chase → QuickBooks/Quicken/Xero file in seconds. Private — nothing leaves your browser.
Advanced — bank identifiers (for "file not recognized" issues)
QuickBooks/Quicken use INTU.BID to recognize the file. Pick your bank above to autofill, or paste your own.
Free: up to 25 transactions per file. Pro (one-time $29): unlimited.
How to export your transactions from Chase
From chase.com, choose an account > Download account activity > File type CSV. Columns are typically Details, Posting Date, Description, Amount, Type, Balance, Check or Slip #. Amount is a single signed column.
Once you have the file, drop it into the converter above. LedgerBridge auto-detects the date, amount and description columns — adjust the mapping if needed, choose QBO for QuickBooks (or QFX for Quicken, OFX for Xero), and download.
Tips for Chase files
- Choose MM/DD/YYYY as the date format if auto-detect guesses wrong.
- If withdrawals come in as positive numbers, tick “Flip amount sign”.
- For credit-card exports, set the account type to Credit card.
- If QuickBooks rejects the file, open Advanced and confirm the INTU.BID — selecting “Chase” in the bank dropdown autofills it.
FAQ
How do I export a CSV from Chase?
From chase.com, choose an account > Download account activity > File type CSV. Columns are typically Details, Posting Date, Description, Amount, Type, Balance, Check or Slip #. Amount is a single signed column.
Is my Chase data uploaded anywhere?
No. The conversion happens entirely in your browser. Your statement and account number never leave your device — safe even for client confidentiality requirements.
Will the file import into QuickBooks?
Yes. We generate a valid OFX 1.0.2 (SGML) document with the correct header and identifiers. Convert a small file free first to confirm it imports cleanly, then unlock unlimited.