What is PDF2OFX Converter?
Need to import transactions, but the format is not supported? Convert PDF to OFX and import to Xero, QB Online, Xero, QB Online, Sage One, YNAB, AccountEdge, Banktivity, Ace Money. Extract transaction data from text-based PDF files from your bank.
What can I do with PDF2OFX (PDF to OFX Converter)?
- 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 PDF2OFX?
- Elxecuta and processes your files on your computer - no data leaves your computer
- You don't send your transactions anywhere.
Convert bank statements or credit card files to PDF to OFX format and import to Quickbooks Online, Xero, Sage, MS Money and other accounting software
Step-by-step instructions for Windows
- Make sure you are using the latest version of PDF2OFX. Download it from the PDF2OFX download page. Start PDF2OFX and select a PDF file.
- Review transactions before conversion. Make sure the dates are correct, if the correct year (Date), the amount, withdrawals and deposits are shown in the corresponding columns, the check number (Doc / Check #) is assigned.
- Set the OFX goal to match your accounting software. You can select "regular OFX" as the default setting or select a specific list, such as Quickbooks Online. Choose the destination OFX: Regular OFX, QuickBooks Online, YNAB, iBank, Ariett, Microsoft Money 99, GoDaddy Outright, PeachTree, Dominio Contabil, Xero.
- Set the account ID (number) and account type. The account ID must have all the digits of the Quickbooks. For multiple accounts, use a different account ID for each account.
- The currency must be USD, even for non-USD accounts, for the U.S. Quickbooks 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 an OFX file.
- Confirm the name and location of the file.
- Now that the OFX file has been created, switch to Quickbooks Online and import the created OFX file. Look for 'Banking' and click on it.
- And then select the account in which you want to import your data.
- Click the 'File Upload' button. In your accounting software, look for 'Import an extract', 'Upload a bank file' or similar links to upload the created OFX file.
- Then click the 'Browse' button and select the created OFX file. And click 'Next'.
- Then select an account in Quickbooks to import and click 'Next'.
- After transactions are imported, you can review, categorize them into the account, and add them to the record.
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.
