What is Bank2QFX Converter?
Bank2QFX: converta CSV / XLS / XLSX, PDF, QFX / OFX / QBO / QIF para QFX
Finally, the solution to import your transactions. Convert CSV / XLS / XLSX, PDF, QFX / OFX / QBO / QIF into QFX and import to Quicken 2020, 2019, 2018, 2017, (Win / Mac). Review transactions in a readable view before converting
What can I do with Bank2QFX (CSV/XLS/XLSX converter, PDF, QFX/OFX/QBO/QIF to QFX)?
- Download, install and run the software
- Select a file with transactions
- Review transactions and click Convert to create a QFX file
- Import file created for Quicken 2017-2020
Why should I trust Bank2QFX?
- It runs and processes your files on your computer - no data leaves your computer
- It doesn't send your transactions anywhere
Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF into QFX and import to Quicken 2019, 2018, 2017, 2016, (Win /Mac)
Step-by-step instructions for Windows
- Review transactions before conversion, make sure the dates are correct, if the year is correct, if deposits and cashouts are in the correct places.
- Select the QFX destination to match your version of Quicken or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, YNAB.
- Set the account ID (number) and account type to create QFX for the correct account. For multiple accounts, use a different account ID for each account.
- For Quicken, set INTU. to match your bank or maintain the default value. InTU. IDB defines the bank label shown during import. It has to be from the bank allowed. You can try to locate your bank, make sure that the bank you choose is compatible with the type of account you are converting to. You should leave it blank if your bank is not listed, so that the standard Wells Fargo Bank label is used.
- The currency must be USD, even for non-USD accounts, for the Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, the GBP currency must be set.
- Click the 'Convert' button to create a QFX file.
- Confirm the name and location of the file.
- Now that the QFX file has been created, switch to Quicken and import the created QFX file. Archive. Before importing the QFX file, make sure that the account is not connected to online services. Click 'Tools' - 'Account list'.
- Disconnect from online services first. Click 'Edit'.
- Then click 'Online Services' and click the 'Disable' button. Then click 'Yes' and 'Ok'.
- Before importing a QFX file, back up your data. To import a QFX file, select 'File' - 'Import file' - 'Web Connect file (. QFX)', select QFX created.
- Import to a new existing account or account. Then click the 'Import' button.
- Then click the 'Close' button.
- All transactions are imported here, they have been shown at the bottom. You can review transactions and use Renaming Rules if you want. Then click 'Accept all transactions'.
- They will be accepted and listed in Quicken.
System Requirements
Windows
Microsoft Windows 10 / 8.1 / 8/7/2008/2003 / Vista / 2000 / XP
Also works on Linux with Wine
User with administrator privileges (see file version below to use without administrator privileges)
Mac
Mac OS X 10.12 or later (macOS Catalina is supported)
Allow "Mac App Store apps and identified developers" in System Preferences, Security, and Privacy
