BooksReady

CSV to QFX converter

A .qfx file is the OFX bank statement format with Intuit's extra fields, the same Web Connect format Quicken reads from bank downloads. The converter below builds one from a payment app or bank CSV, on your device.

Convert a CSV to Quicken (.qfx)

To Quicken (.qfx)

A CSV export from Venmo, Cash App, PayPal, Stripe, Square, Shopify, Wise, Etsy, Airbnb, Gumroad or your bank, or an MT940 or camt.053 bank statement. The source is detected automatically.

Your file stays on this device

It is read and converted by this page, inside your browser. Nothing from the file is uploaded, and the converter keeps working offline once the page has loaded.

One email when it ships. The address is used for nothing else. Details.

Pick the app the file came from

From a bank CSV

Bank CSV exports differ from bank to bank: some use one signed amount, some separate debit and credit columns, dates may be day-first or month-first, and many add header or total rows. Choose "Bank CSV" as the source (it is picked automatically when the file is not from a known app).

  1. In your online banking, find Download or Export transactions.
  2. Choose CSV (sometimes called Excel CSV or Comma separated).
  3. Pick the date range and download.
  • We look for the header row even if the file starts with account details.
  • We map Date, Description and Amount, or separate Debit and Credit columns, automatically, and show the result in the preview.
  • We work out whether dates are month/day or day/month and whether "," or "." is the decimal point from the file itself; when the file cannot tell, we ask you instead of guessing. Dotted dates (31.01.2025) are read day first.
  • Card exports that show purchases as positive numbers can be flipped with the "invert sign" option.

What Quicken (Windows and Mac) requires

  • Same OFX 1.0.2 body as QBO, with an Intuit bank id (INTU.BID 3000).
  • Quicken checks the file online, so you need an active Quicken subscription and an internet connection.
  • US Quicken needs US dollars.
  • Quicken support does not help with files made by converters; the format is standard Web Connect.

How to import it

  1. Windows: File > File Import > Web Connect (.QFX) File, then choose this file.
  2. Mac: Quicken for Mac has File > Import > Bank or Brokerage File (OFX, QFX). How it treats converted QFX files is not confirmed, so check the imported transactions.
  3. Link it to an existing account or create a new one, then accept the transactions.

Questions

Will Quicken create a new account for the file?
When you import a .qfx file Quicken lets you add the transactions to an existing account or create a new one. Many people create one account per payment app (for example "Venmo") so the balance in Quicken can be checked against the app.
What is the difference between QFX, QBO and OFX?
All three are the same Open Financial Exchange statement format. QFX adds Intuit fields for Quicken, QBO adds them for QuickBooks, and plain OFX is what most other programs read. Pick the one that matches your software; the transactions inside are the same.

Common Quicken (Windows and Mac) import problems