PDF2QFX Converter

What is PDF2QFX Converter?

PDF2QFX Converter: Convert PDF to QFX (Web Connect)

Easy-to-use secure solution to review/convert your transactions and import into your accounting software. Convert PDF to QFX and import to Quicken 2020, 2019, 2018, 2017, (Win/Mac). Extract transaction data from text-based PDF files from your bank

What can I do with PDF2QFX Converter (PDF to QFX Converter)?

Download, install and run the software

Select a file with transactions

Review the transactions and click Convert to create a QFX file

Import file created for Quicken 2017-2020

Why should I trust PDF2QFX Converter?

It runs and processes your files on your computer - no data leaves your computer

It doesn't send your transactions anywhere

Convert a PDF file of your bank statement or credit card to QFX format and import it into Quicken 2017

Step-by-step instructions for Windows

Review transactions before conversion. Check that the dates are correct, that the correct year (Date), the amount, withdrawals and deposits are shown in the corresponding columns, the check number (Doc/Check#) is assigned.

Be sure to select the QFX destination to match your accounting software: regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, YNAB.

Set the Account ID (number) and Account Type. For multiple accounts, use a different account ID for each account.

Be sure to set the INTU number. IDB to match your bank or use a default value. INTU. IDB sets the bank label shown during import. It has to be from the allowed bank. You can try to locate your bank, make sure the bank you choose is compatible with the type of account you are converting to. Keep the default value if your bank is not listed (3000-Wells Fargo or any bank allowed).

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. If you have another currency, you will need to use another converter, for example, the PDF2QIF converter.

Click the 'Convert' button to create a QFX file.

Confirm the name and location of the file.

Import QFX file created into Quicken

Now that the QFX file has been created, switch to Quicken and import the created QFX file. Before importing a QFX file, back up your data. You can easily revert or restore your data to its previous state if transactions are imported incorrectly.

Before importing the QFX file, make sure that the account is not connected to the online services.

Disconnect from online services first. Click 'Edit'.

Then click on 'Online Services' and click on the 'Disable' button. Then click 'Yes', 'Ok' and 'Done'.

After disconnecting the account from the online services, you can import a QFX file. To import a QFX file, select 'File' - 'Import File' - 'Web Connect File (. QFX)', select the QFX file you created.

You can select 'Create a new account' or 'Link to an existing account to import transactions'. If you are disconnected from online services, this account will be shown in the list. You can choose to keep online services connected and import into a new account if you have something temporary to import. You can import into that account and then move transactions from that account to another account. This way, you'll keep your existing account connected to online services and won't have to connect it again later.

Then click the 'Import' button.

Then click the 'Close' button.

Now your data is imported. You can accept all transactions.

You can review transactions. They are now inside Quicken.

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 for use without administrator privileges)

Mac

Mac OS X 10.12 or higher (Supports macOS Catalina)

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