Convert OFX to QBO

Free OFX to QBO converter. Keeps the transactions of a bank OFX file and sets the Intuit header fields QuickBooks reads. Runs in your browser, no upload.

Drop a QFX, OFX or QBO file here

.qfx, .ofx and .qbo from your bank's download page — or choose a file

Your file never leaves your browser.

No statement handy? . It is fictional.

About OFX to QBO

An OFX to QBO converter turns a bank's .ofx download into a QuickBooks Web Connect (.qbo) file. A .qbo file is an OFX 1.02 document with Intuit's identification fields in the sign-on block, so the transactions do not need to change. This converter rewrites the file header and sets ORG, FID and INTU.BID, plus the account fields when they are missing. The file's own tags are kept.

For OFX 1.x SGML files, transaction and balance blocks keep their original bytes. For OFX 2.x XML files, the text values are preserved while the syntax changes to SGML. FITIDs are not regenerated, transactions keep their order, and amounts and balances are not recalculated. The account type comes from the file; for a bank account you can correct it before converting.

Before you convert, a check panel shows what was found: accounts, account type, number of transactions, date range, money in and out, and the source format. Values already in the file are shown for you to keep or correct; missing institution values must come from your bank's Web Connect information. The converter does not guess them. After converting, the written file is read back and compared with the source, and download is enabled only when the comparison passes. These local checks do not confirm that QuickBooks will accept the file; no import into QuickBooks has been tested yet.

Everything runs in your browser tab. No file content is uploaded or saved in browser storage. The converter is free with no row limit, and it does not split large files, so QuickBooks upload limits still apply. This page uses the same converter as the QFX to QBO page.

How to convert OFX to QBO

  1. Download the OFX file from your bank and drop it into the converter. It is read in your browser; no copy is sent anywhere.
  2. Read the check panel: accounts found, account type, transaction count, date range, totals in and out, and whether the file is OFX 1.x or 2.x.
  3. Confirm the identification fields — ORG, FID, Intuit bank id, account number, account type and routing number. Values already in the file are kept; pick a bank preset or type the rest yourself.
  4. Convert. The header is rewritten to the QuickBooks format, the transactions are carried over unchanged, and the result is read back and compared with the source.
  5. When every row of the comparison matches, download the .qbo. In QuickBooks Online go to Transactions, then Upload from file; in QuickBooks Desktop use File, Utilities, Import, Web Connect Files.

Frequently asked questions

What is the difference between OFX and QBO?
Both use the Open Financial Exchange format. A .qbo file is the extension QuickBooks Desktop Web Connect reads, and it carries Intuit's identification fields such as INTU.BID in the sign-on block. A plain .ofx file from a bank usually does not have them.
Can I just rename my .ofx file to .qbo?
Changing the extension does not add the Intuit fields or change the header. The converter does both and keeps the transactions as they are. Whether QuickBooks then accepts the file is decided by QuickBooks; this site has not tested an import yet.
Is there a row limit?
Not in the converter. Intuit's help for QuickBooks Online says each uploaded file can be at most 350 KB and 1,000 lines. This converter does not split OFX files, so a larger statement has to be downloaded from the bank in shorter date ranges.
Does my file get uploaded anywhere?
No. The conversion runs in JavaScript inside your browser tab. You can disconnect from the network after the page loads and it still works.
Which account types are supported?
Bank statements (checking, savings, money market, credit line) and credit card statements. The account type is read from the file; for a bank account you can change it in the form before converting.

You can also convert

Guides by bank

Last updated .