Convert a bank CSV to QFX for Quicken

Create a Quicken Web Connect (.qfx) file from any bank CSV or Excel export. Processing happens on your device; nothing is uploaded.

Runs 100% in your browser
No sign-up
Free for 10 transactions per file
Pro: $29 one-time

Drop your bank CSV or Excel (.xlsx) file here or click to choose a file. It is read by your browser and never uploaded.

1. Check how the file was read

Delimiter Header row (0 = no header) Date format in file Decimal separator Flip sign (money out ↔ money in)

Columns

Use either one signed Amount column, or separate Debit and Credit columns.

2. Review transactions

	Date	Description	Amount	Check #	Balance

3. Account details (written into the file)

Account type Account number (or any unique ID) Routing number / bank ID Currency INTU.BID (QBO/QFX only) Bank name (optional) Dates in QIF/CSV output

Use a different account number for each real account, and the same number every time you convert that account. QuickBooks and Quicken use it to recognise the account. See what INTU.BID means.

4. Download

Pro ($29 one-time): coming soon

The output follows the standard Web Connect (QBO/QFX) and OFX formats and has been checked with independent OFX parsers. Try the free 10-transaction export in your software before buying Pro ($29 one-time). If a file you export with Pro won't import into the software you made it for, you get a full refund within 30 days of purchase. Refund policy

How to import the QFX file into Quicken

Quicken for Windows

Convert your file above and click QFX (Quicken).
Back up your Quicken data file.
Go to File → File Import → Web Connect (.QFX) File and choose the downloaded file.
When Quicken asks where to put the transactions, choose Link to an existing account and select it (or create a new account).
Accept the transactions in the Downloaded Transactions list under the register.

Quicken for Mac

Go to File → Import and choose the bank/brokerage file (QFX/OFX) option.
Select the .qfx file and choose the account to import into.

Quicken's menus change between releases. If you can't find the option, search Quicken's Help for "import QFX" or "Web Connect".

About INTU.BID and "unable to verify financial institution"

QBO and QFX files carry an Intuit bank identifier (INTU.BID, mirrored in <FID>). QuickBooks Desktop and Quicken check it against Intuit's directory of banks that support Web Connect downloads. If the ID is unknown or the bank has dropped Web Connect, the import fails with an "unable to verify the financial institution" style error.

Like other converters, we default to 3000, the Wells Fargo entry in that directory, which converters commonly use as a generic value. The only visible side effect is that the import dialog may show a Wells Fargo label; the transactions still go into whichever account you pick. If you know your own bank's Web Connect ID, enter it in the INTU.BID box instead. QuickBooks/Quicken remember the combination of bank ID and account number, so keep both the same each time you convert the same account.

FAQ

QFX or QIF for Quicken?

Use QFX when you can. Quicken applies renaming rules, memorized payees and duplicate matching to QFX imports. QIF imports in current Quicken versions go straight into the register without that processing.

Quicken says it cannot verify the financial institution.

Keep INTU.BID set to 3000 (the default) or enter your bank's Web Connect ID from Intuit's directory, then convert again.

Quicken created a new account instead of using mine.

During import choose "Link to an existing account". Keep using the same account number in the converter for that account so Quicken remembers the link.

Is my bank file uploaded anywhere?

No. The page reads the file with your browser's built-in file APIs and builds the output on your device. There is no server-side code: you can open your browser's developer tools, watch the Network tab while converting, and see that no file data is sent. See the privacy page.

Is it free?

Yes for up to 10 transactions per file in every format, with full preview and editing. Pro removes the limit for $29 one-time. Try the free export in your software first. If a file you export with Pro won't import into the software you made it for, you get a full refund within 30 days of purchase. See the refund policy.

QuickBooks and Quicken are trademarks of their respective owners (Intuit Inc. and Quicken Inc.). This site is independent and is not affiliated with, endorsed by, or sponsored by Intuit or Quicken. Product names are used only to describe file compatibility.