Convert TD Bank CSV to QuickBooks (.QBO)
Works with TD Bank CSV and Excel exports Nothing uploaded
TD Bank lets you download account history from EasyWeb / Online Banking as a CSV, and for some personal accounts it offers Quicken (.QFX) and OFX files too. What you usually won't get cleanly is a QuickBooks Web Connect .QBO file, and that's the format QuickBooks Desktop actually wants.
The CSV route looks easy until you try to import it. TD's export carries a date, a description, and a single signed Amount, but the column headers and date layout rarely match the strict three- or four-column shape QuickBooks Online expects, and Desktop can't read CSV at all. Many TD downloads also bury a transaction type into the description ("DEBIT POS", "VISA PURCHASE"), which makes for messy memos.
QBO Maker fixes this in one step. Feed it your TD Bank CSV and it normalizes the date, description, and amount, then builds a standards-compliant .QBO file (or .QFX for Quicken) that imports without manual mapping. It all runs client-side, so your TD transactions stay on your machine. Try it with a TD export.
.QBO QuickBooks accepts. For TD Bank, its dates are usually MM/DD/YYYY, and amounts arrive as a single signed column (negative for debits), both detected automatically.A typical TD Bank export has columns like Date, Transaction Type, Description, Amount, Balance and uses MM/DD/YYYY dates. QBO Maker auto-detects these, just confirm the mapping.
How to import TD Bank statements into QuickBooks
- Export your transactions from TD Bank online banking as CSV or Excel.
- Open the QBO Maker converter and drop the file in.
- Confirm the auto-detected date, amount (or separate debit/credit) and description columns.
- Choose .QBO as the output and click download.
- In QuickBooks Online: Transactions → Bank transactions → Upload from file, then select the .QBO. In Desktop: Banking → Bank Feeds → Import Web Connect File.
TD Bank-specific things to watch for
- Type baked into description: TD often prefixes entries with codes like DEBIT POS or VISA PURCHASE, cluttering the memo. The converter keeps the meaningful description while producing clean QuickBooks payees.
- Signed Amount column: debits appear as negative numbers in one Amount column, fine in theory, but the surrounding headers/date format still trip QuickBooks Online's importer.
- QFX, not QBO: when TD does offer a download for finance software it's usually Quicken .QFX, which QuickBooks Desktop won't accept, converting to .QBO solves that.
- Date range limits: online history is commonly capped (often 90 days to a couple of years), so older periods may need to be pulled in chunks.
QuickBooks Online vs Desktop
QuickBooks Online: Transactions → Bank transactions → Upload from file → choose your .QBO. QuickBooks Desktop: Banking → Bank Feeds → Import Web Connect File. Desktop is stricter about the bank ID, TD Bank's routing number is often 031101266, which we prefill when you open the converter from this page.
Frequently asked questions
Can I import a TD Bank CSV straight into QuickBooks?
Into QuickBooks Online you can try, but TD's headers and date format often don't match the required Date/Description/Amount (or Date/Description/Credit/Debit) shape, so it errors. QuickBooks Desktop won't read CSV at all. Converting your TD CSV to .QBO with QBO Maker avoids both problems.
TD gave me a .QFX file, will that work in QuickBooks Desktop?
No. .QFX is Quicken's Web Connect format and QuickBooks Desktop only accepts .QBO. If TD handed you a QFX, you can convert your underlying CSV to a proper .QBO here, or use our CSV to QFX page if Quicken is actually your target.
How do I clean up TD's messy 'VISA PURCHASE' descriptions?
The converter carries TD's description text through to the QBO memo so you keep context, while QuickBooks' own rename rules can tidy payees after import. On Pro, saved per-bank templates let you reuse your preferred mapping for every TD file.
Is the conversion private?
Yes. QBO Maker processes your TD Bank file entirely in the browser, nothing is uploaded. You can preview and check the output on the validator before importing.
Convert your TD Bank statement now
Free, in your browser, nothing uploaded. We will prefill the TD Bank routing number for you.
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