Convert between bank file formats
Your bank gives you one format and your accounting software wants another. These convert between them in your browser: the file is never uploaded, and there is no account, no limit and no charge. If you are starting from a PDF statement instead, the statement converter is the place to begin.
From a CSV
The export every bank gives away free.
- CSV to QBOTurn a CSV of transactions into a Web Connect file QuickBooks Desktop will import. Runs in your browser: the file is never uploaded.
- CSV to QIFFor software that reads QIF and nothing newer. Set which column is which, download the file.
- CSV to OFXPlain OFX, the open format, with no branding tag for QuickBooks or Quicken. For everything else that reads a bank feed.
- CSV to QFXQuicken wants a QFX and your bank wants money for one. The CSV they give away has the same transactions in it.
From a QFX
Quicken's file. Same grammar as QBO and OFX.
From a QIF
The old Quicken format, still exported by plenty of banks.
From a QBO
QuickBooks' Web Connect file. Not readable on its own, so this turns it back into a statement.
Which format does your software want?
| Software | Wants | Note |
|---|---|---|
| QuickBooks Desktop | QBO | Web Connect. CSV import is limited or absent depending on edition. |
| QuickBooks Online | CSV | Takes QBO too, but CSV is easier to correct before importing. |
| Quicken | QFX | Reads QIF only into cash, asset and liability accounts. |
| GnuCash, Moneydance, Banktivity | OFX | Plain OFX, without the Intuit branding tag. |
| MS Money, older Quicken | QIF | Predates OFX entirely. |
| Xero, Wave, FreshBooks | CSV or OFX | Both accepted; OFX carries transaction ids, CSV does not. |