QuickBooks CSV to Dashboard
"QuickBooks export" means two different things depending on which product you run. Desktop hands you an IIF file, its own tab-delimited interchange format, not CSV. Online exports whatever report you're viewing as CSV directly. Both end up in the same place: a breakdown by transaction type or account.
If You Use QuickBooks Desktop
Convert the IIF export to CSV first with IIF to CSV. It maps whatever transaction types and columns your IIF file's header defines, so it adapts to your specific chart of accounts instead of assuming one fixed structure.
If You Use QuickBooks Online
Go to Reports → Transaction List by Date (or Transaction Detail), export as CSV. This report typically includes columns like Date, Transaction Type, Num, Name, Account, and Amount.
Pick a Breakdown
Amount by Transaction Type
Upload your CSV (converted or exported) and Pivot Table opens pre-configured to sum Amount by Transaction Type.
Amount by Account
Breaks down activity by chart-of-accounts entry.
Audit Invoice Numbering
Check for gaps or duplicates in invoice numbering, useful before a tax filing or audit.
More Accountant Tools →
Bank reconciliation, fiscal compliance, and other tools built for bookkeepers.
Frequently Asked Questions
I use QuickBooks Desktop, not Online, does this still work?
Yes, that's the more common case here. QuickBooks Desktop exports its transactions and lists in IIF format, not CSV, so convert it to CSV first with the IIF to CSV converter, then use the breakdown views below on the result.
Why does the QuickBooks Online column layout vary?
QBO's exported column set depends on which report you export (Transaction List by Date, Transaction Detail, Profit and Loss, etc.), so there isn't one fixed header row across every export. If a preset field below comes up empty, just re-pick the row and value fields inside the pivot after uploading.
Migrating off QuickBooks Desktop?
Convert your IIF archives to CSV first, no manual reformatting.
Open IIF to CSVTurn this into a saved workflow
Create a free account to save the steps from this guide as a reusable workflow and re-run it on any file, from any device.