TrestleFinance

CSV to QuickBooks Conversion Guides

Step-by-step tutorials for converting Stripe, PayPal, Square, and Shopify CSV exports into QuickBooks-ready formats. Learn fee handling, refund accounting, and troubleshooting.

New to TrestleFinance?

Start here to understand how payment processor CSVs work and how to convert them to QuickBooks Online journal entries.

Upload & Preview Free

See exactly what your CSV will look like before paying

Auto-Detect Format

We identify Stripe, PayPal, Square, or Shopify format automatically

Three Output Files

Normalized CSV, QBO journal CSV, reconciliation XLSX

3 Free Exports

Every new account gets 3 free export credits

QuickBooks Import

QuickBooks-specific import requirements

QuickBooks Bank Transaction Import (US)

Coming Soon

US-specific requirements for importing bank transactions to QuickBooks Online

QuickBooks Journal Entry Import (Canada)

Coming Soon

Canadian QBO journal entry import format and requirements

QuickBooks CSV Date and Amount Formatting

Coming Soon

How to format dates, amounts, and special characters for QuickBooks CSV imports

Fee & Refund Handling

Understanding payment processor fees

Stripe Fee Sign Convention Explained

Coming Soon

Why Stripe fees are positive in CSVs but represent deductions (gross - fee = net)

PayPal Fee Sign Convention Explained

Coming Soon

How PayPal represents fees in Activity Download CSVs and refund behavior

Handling Stripe Refunds in QuickBooks

Coming Soon

How to properly account for Stripe refunds, partial refunds, and fee behavior

Handling PayPal Refunds in QuickBooks

Coming Soon

PayPal refund accounting, including fee non-refund behavior

Can't Find What You're Looking For?

We're constantly adding new guides. Contact us if you need help with a specific scenario.