Bank2OFX Converter

What is Bank2OFX Converter?

Bank2OFX: converta CSV / XLS / XLSX, PDF, QFX / OFX / QBO / QIF para OFX

Finally, the solution to import your transactions. Convert CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF into OFX and import to Xero, QB Online, Xero, QB Online, Sage One, YNAB, AccountEdge, Banktivity, Ace Money. Create importable OFX files.

What can I do with Bank2OFX (CSV/XLS/XLSX converter, PDF, QFX/OFX/QBO/QIF for OFX)?

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create an OFX file
• Import file created for Xero, Sage One, or other OFX import software or service

Why should I trust Bank2OFX?

• Runs and processes your files on your computer - no data leaves your computer
• You don't send your transactions anywhere.

Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to OFX and import to MS Money, Xero, Sage and other accounting software.

Step-by-step instructions for Windows

• Make sure you're using the latest version of Bank2OFX. Download it from the Bank2OFX download page. Start Bank2OFX and select a transaction file (can be QBO file, OFX file, QFX file, QIF file, or PDF file).
• Review transactions before conversion, make sure the dates are correct, if the year is correct, if deposits and cashouts are in the correct places.
• Try a different PDF library if the PDF file is not parsed correctly by the selected library. The analyzer provides two PDF libraries for you to choose from.
• Set the account ID (number) and account type. For multiple accounts, use a different account ID for each account.
• Be sure to set the currency. And you can set bank ID, agency ID, if your accounting software requires it.
• Choose OFX Target to work better with your accounting software or use the "Regular OFX" option.
• Click the 'Convert' button to create an OFX file.
• Confirm the name and location of the file.
• Click 'Manage account' and look for the 'Import an extract' link. In your accounting software, look for "Upload a bank file" or similar links to upload the created OFX file.
• Click the 'Search' button and select the OFX file.
• Then click the 'Import' button.
• After transactions are imported, you can review and categorize them in the account.

System Requirements

Windows

Microsoft Windows 10/8.1/8/7/2008/2003/Vista/2000/XP

Works with Linux Wine too

User with administrator privileges (see file version below to use without administrator privileges)

Mac

Mac OS X 10.12 or higher (Supports macOS Catalina)

Allow "Mac App Store apps and identified developers" in System Preferences, Security, and Privacy.