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QFX to QBO Converter

Read a bank QFX download and rebuild its basic transactions as a QBO file for review.

Read the full guide ↗

QFX → QBO workbench

Your file stays in this browser.

Before you convert

A clear path from source to output.

  1. 01

    Prepare the source

    QFX and QBO share OFX-style transaction records. Select a complete bank or credit-card statement containing closed STMTTRN blocks; a change of filename extension alone does not rebuild its contents.

  2. 02

    Review the transformation

    The converter preserves source dates, amounts, payees, memos and existing FITIDs. It carries the account and currency forward, while writing a fresh output envelope. Credit-card statements retain a credit-card account block.

  3. 03

    Check the destination

    Institution-specific requirements still apply. The output is not an authorization to use an unsupported bank connection, and it is not guaranteed to pass every QuickBooks version. Confirm the institution ID and test a small file.

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?

The converter preserves source dates, amounts, payees, memos and existing FITIDs. It carries the account and currency forward, while writing a fresh output envelope. Credit-card statements retain a credit-card account block.

What are the limits?

Institution-specific requirements still apply. The output is not an authorization to use an unsupported bank connection, and it is not guaranteed to pass every QuickBooks version. Confirm the institution ID and test a small file.

Step-by-step companion

Prepare, convert, verify.

Read the QFX to QBO guide ↗

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