Convert a NAB CSV for Xero or QuickBooks

National Australia Bank · Internet Banking CSV export

NAB's export is on the wide side. Alongside the fields you need it carries account numbers, transaction type codes, a running balance and, on personal accounts, NAB's own spending categories. None of that belongs in your accounting import, and leaving it in is how rows end up misaligned.

Exporting from NAB Internet Banking

Open the account, go to the transaction history, set your date range, then export. Choose CSV rather than PDF: a PDF statement has to be re-typed or OCR'd, and both introduce errors a CSV export avoids entirely.

What the export looks like

Typically: date, a signed amount, account number, transaction type, transaction details, running balance, and category fields. Dates are day-first.

Field	Map it to
Date	Date
Amount	Amount
Transaction details / merchant	Payee or Description
Transaction type	Description or Reference
Balance, account number, category	Leave unmapped

Convert it

Drop the file into the converter. It is processed in your browser, not uploaded.
Set Dates in file to DD/MM/YYYY.
Leave balance, account number and category columns set to (none).
Check the preview and download Xero CSV, QuickBooks CSV or OFX.

Convert your NAB CSV free

Doing this monthly? Saved column mappings mean you set NAB's layout up once and apply it to every future export in one click. That is what the Pro tier is for.