Bank CSV cleanup workspace

Map dates and amounts, catch duplicates, and prepare a clean import without uploading a bank statement.

Preparing the workspace…

1. Open your CSV

Nothing uploaded

Choose a CSV file / up to 5 MBOr paste CSV contents

2. Review the import

CSV output

Import preview

Load a CSV and map its date, description and amount columns.

Amounts, duplicates & export format

Credits are positive; debits are negative. Matching date, description and amount flags a potential duplicate, which may be legitimate. Review before excluding. Errors block the export.

Intuit CSV formatting guidance ↗

How to use

Paste or load a CSV, map its columns, and choose a date convention. Review every flagged row before downloading a three-column import file.

What to check

Exports CSV, not QBO or OFX. Your accounting software’s import behavior must be checked with a small sample. No bank connection is used.