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OFX to QBO Converter

Convert a bank OFX statement into a QBO file while retaining its account and transaction identities.

Read the full guide ↗

OFX → QBO workbench

Your file stays in this browser.

Before you convert

A clear path from source to output.

  1. 01

    Prepare the source

    Both SGML-style OFX 1.x and basic XML-style transaction statements can be read. Export one account at a time so the account number, currency and statement do not become mixed.

  2. 02

    Review the transformation

    Source FITIDs are retained whenever present. The output normalizes transactions into an OFX 1.02 Web Connect envelope. It does not convert investment positions, securities, loan schedules or all possible OFX message types.

  3. 03

    Check the destination

    Keep the original file as the authoritative record. Compare the first and last dates, count, deposits and withdrawals before importing. Account metadata is preserved where available; changing an extension is not a compatibility test.

What to check in the preview

Compare the record count, date range, deposits and withdrawals with your source. A download is not a completed import or an account reconciliation.

The tool handles one local file up to 5 MB. Invalid records block export. Format-specific limitations appear before you download.

Questions about this conversion

Is the file uploaded?

No. File reading, validation and conversion run in your browser. Analytics never receive file contents.

What does QBO output keep?

Source FITIDs are retained whenever present. The output normalizes transactions into an OFX 1.02 Web Connect envelope. It does not convert investment positions, securities, loan schedules or all possible OFX message types.

What are the limits?

Keep the original file as the authoritative record. Compare the first and last dates, count, deposits and withdrawals before importing. Account metadata is preserved where available; changing an extension is not a compatibility test.

Step-by-step companion

Prepare, convert, verify.

Read the OFX to QBO guide ↗

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