Free · runs in your browser
CSV to QFX Converter
Quicken imports bank activity as .qfx Web Connect files. Convert the CSV your bank gives you into a QFX file Quicken can read.
1. Check the columns
✓ Using your saved column settings for this file layout.
2. Preview
| Date | Description | Amount |
|---|
3. Download
Settings (bank ID, account number)
QuickBooks Desktop matches the bank ID against its list of Web Connect banks. Keep 3000 unless QuickBooks says the bank is not supported. The account number only tells QuickBooks which account the file belongs to.
Done — your file is downloading.
Only have PDF statements? PDF to QBO is coming to Pro — join the waitlist. Something looks wrong? .
Do this every month? Get a short email reminder when it is time to convert next month’s statement. Your settings for this file are saved in this browser.
Almost done — check your inbox and confirm. Then one reminder a month, unsubscribe in one click.
Could not save your email. Please try again.
Tip: press Ctrl+D to bookmark this converter.
How to convert CSV to QFX
- Drop your CSV into the converter and confirm the columns.
- Choose QFX as the output and the account type.
- Download and import into Quicken (File → Import → Web Connect).
Related guides
Frequently asked questions
Are my bank files uploaded to your server?
No. The converter runs entirely in your browser with JavaScript. Your file is read and converted on your own computer and never leaves it — you can even disconnect from the internet after the page loads.
Quicken rejects the file. What can I try?
Like QuickBooks, Quicken checks the bank ID inside the file. Open Settings, try another bank ID, and convert again.
Is the converter really free?
Yes. Converting CSV, Excel, QBO, QFX, OFX and QIF files is free with no sign-up and no transaction limit. A paid Pro plan for PDF bank statements and batch conversion is coming — join the waitlist to get early access.