[{"data":1,"prerenderedAt":470},["ShallowReactive",2],{"hubs:en":3,"footer:en":25,"content:en:what-is-an-ofx-file":344},[4,10,15,20],{"id":5,"type":6,"title":7,"description":8,"path":9},"banks","hub","A bank statement converter that works with any bank","Convert statements from Chase, Barclays, HSBC, SBI, HDFC, CommBank or any other bank to Excel, CSV or QuickBooks, with download tips for each bank.","\u002Fbanks",{"id":11,"type":6,"title":12,"description":13,"path":14},"guides","Bank statement guides: from PDF to spreadsheet, books and tax return","Step-by-step bank statement guides: PDF to Excel, importing into QuickBooks Online and TallyPrime, reconciling in Excel, expense categories and OFX files.","\u002Fguides",{"id":16,"type":6,"title":17,"description":18,"path":19},"formats","Convert bank statements to the file format you need","Convert bank statements from PDF, scan, photo, CAMT.053 or MT940 to Excel, CSV, QuickBooks, Xero, OFX or QIF — and find the file format you need.","\u002Fformats",{"id":21,"type":6,"title":22,"description":23,"path":24},"use-cases","Who uses a bank statement converter, and for what","How bookkeepers, accountants, small businesses, mortgage brokers, tax preparers and individuals use a bank statement converter, and the job it does.","\u002Fuse-cases",[26,27,33,38,39,45,50,56,65,70,78,83,90,98,105,112,119,124,129,134,139,140,148,156,164,169,177,185,190,197,205,213,221,229,234,242,249,257,262,269,276,283,290,298,303,308,313,318,323,328,333,338,343],{"id":5,"type":6,"title":7,"description":8,"path":9},{"id":28,"type":29,"title":30,"description":31,"path":32},"usecase-mortgage","usecase","Bank statement analysis for mortgage brokers and lenders","Turn 12–24 months of borrower bank statements into one categorized, balance-checked spreadsheet for income averages and large-deposit review.","\u002Fmortgage-brokers",{"id":34,"type":29,"title":35,"description":36,"path":37},"usecase-accountants","Bank statement conversion for accountants and bookkeepers","Turn a client's year of PDF statements, scans and photos into balance-checked transactions and import files for QuickBooks, Xero or Excel.","\u002Faccountants-and-bookkeepers",{"id":11,"type":6,"title":12,"description":13,"path":14},{"id":40,"type":41,"title":42,"description":43,"path":44},"guide-mortgage-statements","guide","Bank statements for a mortgage: what lenders ask for and how to prepare them","How many months of bank statements mortgage lenders ask for, what underwriters look for, how large deposits are explained and how to prepare a clean set.","\u002Fbank-statements-for-mortgage",{"id":46,"type":41,"title":47,"description":48,"path":49},"guide-expense-categories","Business expense categories: the list and how to use it","A practical list of business expense categories with bank transaction examples and Schedule C lines, plus how to categorize bank transactions for taxes.","\u002Fbusiness-expense-categories",{"id":51,"type":52,"title":53,"description":54,"path":55},"categorize-transactions","convert","Categorize bank transactions automatically","Categorize bank transactions automatically: upload any statement and get clean payee names, your own categories and rules that always win. Totals in Excel.","\u002Fcategorize-bank-transactions",{"id":57,"type":58,"title":59,"description":60,"path":61,"bank":62},"bank-bancolombia","bank","Convert a Bancolombia statement to Excel","Convert Bancolombia statements (extractos) to Excel or CSV: where to download PDF and XLS, how to open locked PDFs, and how to balance-check every row.","\u002Fbancolombia-statement-to-excel",{"name":63,"country":64},"Bancolombia","CO",{"id":66,"type":52,"title":67,"description":68,"path":69},"convert-csv","Convert a bank statement to CSV","Convert a bank statement PDF, scan or photo to CSV: one clean row per transaction, categorized and balance-checked. Comma or semicolon, any date format.","\u002Fbank-statement-to-csv",{"id":71,"type":58,"title":72,"description":73,"path":74,"bank":75},"bank-chase","Convert a Chase statement to Excel","Convert Chase bank and credit card statements to Excel, CSV or QuickBooks. Where to download Chase PDFs and CSVs, how far back, and how to check totals.","\u002Fchase-statement-to-excel",{"name":76,"country":77},"Chase","US",{"id":79,"type":52,"title":80,"description":81,"path":82},"convert-xero","Convert a PDF bank statement and import it into Xero","Import any PDF bank or credit card statement into Xero: convert it to a Xero statement CSV, check it balances, then import it in a few clicks.","\u002Fbank-statement-to-xero",{"id":84,"type":58,"title":85,"description":86,"path":87,"bank":88},"bank-american-express","Convert an American Express statement to Excel","Export American Express transactions to Excel or CSV, or convert older Amex PDF statements beyond the two-year window. Signs and card members explained.","\u002Famex-statement-to-excel",{"name":89,"country":77},"American Express",{"id":91,"type":58,"title":92,"description":93,"path":94,"bank":95},"bank-hdfc-bank","Convert an HDFC Bank statement to Excel","Convert HDFC Bank account and credit card statement PDFs to Excel or CSV. NetBanking download options, the Customer ID password and Tally tips explained.","\u002Fhdfc-bank-statement-to-excel",{"name":96,"country":97},"HDFC Bank","IN",{"id":99,"type":58,"title":100,"description":101,"path":102,"bank":103},"bank-icici-bank","Convert an ICICI Bank statement to Excel","Convert ICICI Bank account and credit card statement PDFs to Excel or CSV. How far back you can download, the card statement password and Tally tips.","\u002Ficici-bank-statement-to-excel",{"name":104,"country":97},"ICICI Bank",{"id":106,"type":58,"title":107,"description":108,"path":109,"bank":110},"bank-sbi","Convert an SBI bank statement PDF to Excel","Convert SBI bank statement PDFs to Excel or CSV, including password-protected e-statements. Where to get them, which password applies, and Tally tips.","\u002Fsbi-bank-statement-to-excel",{"name":111,"country":97},"State Bank of India (SBI)",{"id":113,"type":58,"title":114,"description":115,"path":116,"bank":117},"bank-bank-of-america","Convert Bank of America statements to Excel or QuickBooks","Convert Bank of America statements to Excel, CSV, QuickBooks (.qbo) or QIF — useful now that BofA's QFX Web Connect downloads have been discontinued.","\u002Fbank-of-america-statement-to-excel",{"name":118,"country":77},"Bank of America",{"id":120,"type":52,"title":121,"description":122,"path":123},"convert-quickbooks","Convert bank statements for QuickBooks Online and QuickBooks Desktop","Convert PDF bank statements to a QuickBooks Online CSV or a .qbo Web Connect file for QuickBooks Desktop — categorized and balance-checked first.","\u002Fbank-statement-to-quickbooks",{"id":125,"type":52,"title":126,"description":127,"path":128},"convert-excel","Convert bank statements to Excel","Convert any bank statement PDF, scan or photo to Excel in seconds. Every transaction categorized and checked against your balances. See it before you pay.","\u002Fbank-statement-to-excel",{"id":130,"type":52,"title":131,"description":132,"path":133},"convert-ofx","Convert bank statements to OFX files","Convert a bank statement PDF, scan or CSV to an OFX file for GnuCash, Xero, Wave, Sage and more. Every transaction is balance-checked before you import.","\u002Fbank-statement-to-ofx",{"id":135,"type":52,"title":136,"description":137,"path":138},"convert-qif","Convert bank statements to QIF for Quicken and other money apps","Convert a bank statement PDF, scan or CSV to a QIF file for Quicken, GnuCash or HomeBank, with clean payees, categories and a balance check before import.","\u002Fbank-statement-to-qif",{"id":16,"type":6,"title":17,"description":18,"path":19},{"id":141,"type":58,"title":142,"description":143,"path":144,"bank":145},"bank-barclays","Convert Barclays bank statements to Excel","Convert Barclays and Barclaycard PDF statements to Excel, CSV or Xero. Where to find seven years of statements online and how to check the balances.","\u002Fbarclays-statement-to-excel",{"name":146,"country":147},"Barclays","GB",{"id":149,"type":58,"title":150,"description":151,"path":152,"bank":153},"bank-bbva-mexico","Convert BBVA México statements (estado de cuenta) to Excel","Convert BBVA México estado de cuenta PDFs to Excel or CSV, including password-protected e-mailed PDFs. Every movement categorized and balance-checked.","\u002Fbbva-mexico-statement-to-excel",{"name":154,"country":155},"BBVA México","MX",{"id":157,"type":58,"title":158,"description":159,"path":160,"bank":161},"bank-caixabank","Convert CaixaBank statements to Excel","Convert CaixaBank PDF extractos to Excel or CSV. Where to find movements and statements in CaixaBankNow, what each file holds, and a balance check.","\u002Fcaixabank-statement-to-excel",{"name":162,"country":163},"CaixaBank","ES",{"id":165,"type":52,"title":166,"description":167,"path":168},"convert-camt053","Convert CAMT.053 files to Excel","Convert camt.053 bank statement XML to Excel or CSV: one row per entry with signed amounts, payee and category, checked against the file's balances.","\u002Fcamt-053-to-excel",{"id":170,"type":58,"title":171,"description":172,"path":173,"bank":174},"bank-commbank","Convert CommBank statements to Excel, Xero, OFX or QIF","Convert Commonwealth Bank statements to Excel, CSV, Xero, OFX or QIF — now that NetBank only exports CSV. Works with PDFs up to seven years back.","\u002Fcommbank-statement-to-excel",{"name":175,"country":176},"Commonwealth Bank (CommBank)","AU",{"id":178,"type":58,"title":179,"description":180,"path":181,"bank":182},"bank-credit-agricole","Convert Crédit Agricole statements to Excel","Convert Crédit Agricole e-relevés to Excel, CSV or OFX. Where to download operations, why history stops at 12 months, and how to convert older PDFs.","\u002Fcredit-agricole-statement-to-excel",{"name":183,"country":184},"Crédit Agricole","FR",{"id":186,"type":52,"title":187,"description":188,"path":189},"convert-credit-card","Convert credit card statements to Excel","Convert credit card statement PDFs to Excel, CSV, QuickBooks or Xero. Charges and payments are signed consistently and checked against the new balance.","\u002Fcredit-card-statement-to-excel",{"id":191,"type":58,"title":192,"description":193,"path":194,"bank":195},"bank-hsbc-uk","Convert HSBC UK bank statements to Excel","Convert HSBC UK bank statements to Excel, CSV or Xero: how to download HSBC PDFs and transaction files, and what the payment codes mean.","\u002Fhsbc-statement-to-excel",{"name":196,"country":147},"HSBC UK",{"id":198,"type":58,"title":199,"description":200,"path":201,"bank":202},"bank-ing-deutschland","Convert ING Germany Kontoauszüge to Excel and CSV","Convert ING Germany (ING-DiBa) PDF Kontoauszüge to Excel or CSV, including transactions older than the 390 days online banking shows. Balance-checked.","\u002Fing-germany-statement-to-excel",{"name":203,"country":204},"ING Deutschland","DE",{"id":206,"type":58,"title":207,"description":208,"path":209,"bank":210},"bank-intesa-sanpaolo","Convert Intesa Sanpaolo statements to Excel","Intesa Sanpaolo exports movements to Excel for only 13 months. Convert older PDF estratti conto to Excel or CSV, balance-checked and categorized.","\u002Fintesa-sanpaolo-statement-to-excel",{"name":211,"country":212},"Intesa Sanpaolo","IT",{"id":214,"type":58,"title":215,"description":216,"path":217,"bank":218},"bank-japan-post-bank","Convert Japan Post Bank passbooks and statements to Excel","Turn ゆうちょ passbook photos and Yucho Direct CSV files into a categorized, balance-checked Excel or CSV file. Download steps, limits and quirks.","\u002Fjapan-post-bank-passbook-to-excel",{"name":219,"country":220},"Japan Post Bank (ゆうちょ銀行)","JP",{"id":222,"type":58,"title":223,"description":224,"path":225,"bank":226},"bank-mbank","Convert mBank statements to Excel","Convert mBank statements to Excel or CSV. Where to export history, why the operation list isn't an accounting record, and how to open a Secure PDF.","\u002Fmbank-statement-to-excel",{"name":227,"country":228},"mBank","PL",{"id":230,"type":52,"title":231,"description":232,"path":233},"convert-mt940","Convert MT940 files to Excel","Convert MT940 statement files (.sta, .mt940) to Excel or CSV: :61: and :86: decoded into dates, signed amounts, payees and categories. Balance-checked.","\u002Fmt940-to-excel",{"id":235,"type":58,"title":236,"description":237,"path":238,"bank":239},"bank-nubank","Convert Nubank statements and faturas to Excel","Turn a Nubank extrato (OFX or PDF) or credit card fatura into Excel or CSV with every transaction categorized and checked against the balances.","\u002Fnubank-statement-to-excel",{"name":240,"country":241},"Nubank","BR",{"id":243,"type":58,"title":244,"description":245,"path":246,"bank":247},"bank-pko-bp","Convert PKO Bank Polski statements to Excel","Convert PKO BP PDF wyciągi to Excel or CSV. Where iPKO keeps statements, what MT940 and camt.053 reports cover, and how to convert older periods.","\u002Fpko-bp-statement-to-excel",{"name":248,"country":228},"PKO Bank Polski",{"id":250,"type":58,"title":251,"description":252,"path":253,"bank":254},"bank-rbc","Convert RBC Royal Bank statements to Excel","Convert RBC Royal Bank eStatements and credit card statements to Excel, CSV or QuickBooks. Where to find them and what happens when an account closes.","\u002Frbc-statement-to-excel",{"name":255,"country":256},"RBC Royal Bank","CA",{"id":258,"type":52,"title":259,"description":260,"path":261},"convert-scanned","Convert scanned bank statements and photos to Excel","Convert scanned bank statements, faxes and phone photos to Excel. Every row is checked against the statement's balances, so a misread digit gets caught.","\u002Fscanned-bank-statement-to-excel",{"id":263,"type":58,"title":264,"description":265,"path":266,"bank":267},"bank-smbc","Convert SMBC (Sumitomo Mitsui) statements and passbooks to Excel","Download SMBC Direct transactions as CSV, or convert older passbook pages and PDFs into a categorized, balance-checked Excel file. Limits explained.","\u002Fsmbc-statement-to-excel",{"name":268,"country":220},"Sumitomo Mitsui Banking Corporation (三井住友銀行)",{"id":270,"type":58,"title":271,"description":272,"path":273,"bank":274},"bank-sparkasse","Convert Sparkasse statements (Kontoauszüge) to Excel","Convert Sparkasse Kontoauszug PDFs to Excel or CSV, or upload CSV-CAMT and CAMT exports. Every transaction categorized and balance-checked.","\u002Fsparkasse-statement-to-excel",{"name":275,"country":204},"Sparkasse",{"id":277,"type":58,"title":278,"description":279,"path":280,"bank":281},"bank-unicredit","Convert UniCredit statements and movement lists to Excel","Download UniCredit movements as Excel, or convert PDF estratto conto, card statements and client PDFs to Excel or CSV — balance-checked and categorized.","\u002Funicredit-statement-to-excel",{"name":282,"country":212},"UniCredit",{"id":284,"type":58,"title":285,"description":286,"path":287,"bank":288},"bank-wells-fargo","Convert Wells Fargo statements to Excel","Convert Wells Fargo bank and credit card statements to Excel, CSV or QuickBooks, beyond the 18-month and 90-day download limits. Balance-checked.","\u002Fwells-fargo-statement-to-excel",{"name":289,"country":77},"Wells Fargo",{"id":291,"type":58,"title":292,"description":293,"path":294,"bank":295},"bank-ziraat-bankasi","Convert Ziraat Bankası statements to Excel","Convert Ziraat Bankası ekstre PDFs, scans and MT940 files to Excel or CSV. Where to find statements online, MT940 for companies, and a balance check.","\u002Fziraat-bank-statement-to-excel",{"name":296,"country":297},"Ziraat Bankası","TR",{"id":299,"type":41,"title":300,"description":301,"path":302},"guide-pdf-to-excel","How to convert a bank statement PDF to Excel","Seven ways to convert a bank statement PDF to Excel, from a free bank download and Excel's Get Data to Adobe, ChatGPT and converters — with pros and cons.","\u002Fhow-to-convert-bank-statement-pdf-to-excel",{"id":304,"type":41,"title":305,"description":306,"path":307},"guide-reconciliation","How to do a bank reconciliation in Excel","How to do a bank reconciliation in Excel: the step-by-step method, a template layout, the formulas to match transactions and a worked example.","\u002Fbank-reconciliation-in-excel",{"id":309,"type":41,"title":310,"description":311,"path":312},"guide-quickbooks-online","How to import a bank statement into QuickBooks Online","How to upload a bank statement to QuickBooks Online: menu path, the 3- or 4-column CSV format, 350 KB and 1,000-line limits, and fixes for failed uploads.","\u002Fimport-bank-statements-into-quickbooks-online",{"id":314,"type":41,"title":315,"description":316,"path":317},"guide-tally","How to import a bank statement into TallyPrime","How to import a bank statement into TallyPrime with Alt+O → Bank Statement, which formats Tally accepts, and what to do when you only have a PDF statement.","\u002Fimport-bank-statement-into-tally-prime",{"id":319,"type":41,"title":320,"description":321,"path":322},"guide-password-pdf","How to remove the password from your bank statement PDF","Remove the password from your own bank statement PDF with Chrome, Preview, Acrobat or qpdf, find your bank's password rule, and convert the statement.","\u002Fremove-password-from-bank-statement-pdf",{"id":324,"type":29,"title":325,"description":326,"path":327},"usecase-tax-preparation","Organize your bank statements for tax preparation","Turn a year of bank and card statements into categorized income and expenses, matched to Schedule C lines, with totals your tax preparer can use.","\u002Ftax-preparation",{"id":329,"type":29,"title":330,"description":331,"path":332},"usecase-small-business","Simple bookkeeping from your bank statements","Turn your business bank and card statements into simple books: every transaction categorized, totals by category and month, ready for your accountant.","\u002Fsmall-business",{"id":334,"type":29,"title":335,"description":336,"path":337},"usecase-personal-finance","Track your spending from bank statements","See where your money goes: turn past bank and credit card statements into a spreadsheet of spending by category and month. No bank login needed.","\u002Fpersonal-finance",{"id":339,"type":41,"title":340,"description":341,"path":342},"guide-ofx-files","What is an OFX file, and how is it different from QFX, QBO and QIF?","What an OFX file is, what's inside it, how it differs from QFX, QBO and QIF, how to open one in Excel, and how to make an OFX file from a PDF statement.","\u002Fwhat-is-an-ofx-file",{"id":21,"type":6,"title":22,"description":23,"path":24},{"id":339,"locale":345,"type":41,"slug":346,"title":347,"description":341,"h1":340,"lead":348,"updated":349,"hub":11,"blocks":350,"faq":441,"related":457,"alternates":458,"path":342,"hubPage":462,"relatedPages":463,"listing":469},"en","what-is-an-ofx-file","What Is an OFX File? OFX vs QFX vs QBO vs QIF","An OFX file is a bank statement in **Open Financial Exchange** format: a structured text file with your account details, each transaction and the balance, made to be imported into finance and accounting software. QFX and QBO are Intuit's variants of the same format for Quicken and QuickBooks Desktop; QIF is an older, simpler format. If you only have a PDF, you can [convert the bank statement to OFX](\u002Fbank-statement-to-ofx).","2026-10-28",[351,356,381,411,416,425,434],{"h2":352,"p":353},"What is OFX in banking?",[354,355],"OFX is an open standard for exchanging financial data between banks and software, created in 1997 by Intuit, Microsoft and CheckFree. Since 2019 it has been maintained by the [Financial Data Exchange (FDX)](https:\u002F\u002Ffinancialdataexchange.org\u002Fabout-fdx\u002Fofx-work-group\u002F). Banks use it in two ways: software can connect to the bank's OFX server and download transactions directly, or you download an .ofx file from online banking and import it yourself.","Versions 1.x are SGML — tags without closing tags — and version 1.6 was the last of them. Versions 2.x are XML; the current banking version is 2.3. Both carry the same information, and most bank downloads you'll meet are still version 1.",{"h2":357,"p":358,"table":360,"note":380},"What's inside an OFX file",[359],"Open an .ofx file in a text editor and you'll see a short header followed by tagged blocks. The important ones:",{"head":361,"rows":364},[362,363],"Element","What it holds",[365,368,371,374,377],[366,367],"OFXHEADER, VERSION","The header: which OFX version and character set the file uses",[369,370],"BANKACCTFROM or CCACCTFROM","The account: bank or routing ID, account number and type (checking, savings, credit card)",[372,373],"DTSTART, DTEND","The period the file covers",[375,376],"STMTTRN","One block per transaction: type (debit, credit, check…), date posted, amount, a unique **FITID**, the payee name and a memo",[378,379],"LEDGERBAL","The balance and the date it applies to","Dates are written as YYYYMMDD (often with a time), amounts with a dot as decimal separator, and money out is negative. The FITID lets software skip transactions it has already imported.",{"h2":382,"p":383,"table":385},"OFX vs QFX vs QBO vs QIF",[384],"All four formats carry the same basic information — dates, amounts, payees — but they're made for different software:",{"head":386,"rows":390},[387,388,389],"Format","What it is","Used by",[391,395,399,403,407],[392,393,394],"**OFX** (.ofx)","The open standard","Many finance and accounting apps, e.g. Xero, GnuCash, Moneydance, Banktivity and Wave",[396,397,398],"**QFX** (.qfx)","OFX with Intuit-specific fields, including the bank's Intuit identifier (INTU.BID)","Quicken (Web Connect downloads)",[400,401,402],"**QBO** (.qbo)","The same idea for QuickBooks: OFX with Intuit's bank identifier","QuickBooks Desktop Web Connect; QuickBooks Online also accepts it on manual upload",[404,405,406],"**QIF** (.qif)","An older plain-text format, one line per field","GnuCash and many personal finance apps; Quicken for Windows only for cash, asset and liability accounts",[408,409,410],"**CSV** (.csv)","A spreadsheet table with no fixed columns","Excel, Google Sheets, QuickBooks Online, Xero",{"h2":412,"p":413},"What is a QFX file, and what is a QBO file?",[414,415],"QFX (Quicken Financial Exchange) and QBO files are OFX inside, with Intuit-specific fields added — including the identifier of a bank that has a Web Connect agreement with Intuit. The difference isn't the data but who the file is for: Quicken imports QFX, and QuickBooks Desktop imports QBO through **Banking → Bank Feeds → Import Web Connect Files**. Quicken's own help says it can't import plain OFX files, and QuickBooks Desktop's Web Connect reads only .qbo files — which is why renaming an extension usually isn't enough.","QIF is older and simpler. It has no account numbers or unique transaction IDs, so re-importing an overlapping period can create duplicates, and dates such as 03\u002F04\u002F26 are ambiguous between US and European order. Quicken for Windows no longer imports QIF into checking, savings or credit card accounts, according to [Quicken's import help](https:\u002F\u002Fwww.quicken.com\u002Fsupport\u002Fhow-do-i-import-data-quicken-windows\u002F). Use OFX, QFX or QBO wherever the target app supports them.",{"h2":417,"p":418,"ul":420,"note":424},"How to open an OFX file",[419],"It depends on what you want to do with it:",[421,422,423],"**To read it:** open it in any text editor (Notepad, TextEdit). Every transaction is readable, just not as a table.","**To import it:** use the import function of your finance or accounting software — that's what the file is made for.","**To get it into Excel:** Excel has no OFX import. Version 2 files are XML and Excel's Get Data → From XML can sometimes read them, but most bank downloads are version 1 and won't open cleanly. The reliable route is to convert the OFX file to Excel or CSV.","Bank Statement Categorizer reads OFX, QFX and QBO files as well as PDFs. Upload one and export an Excel file with a date, payee, category and amount per row; structured files like these use no pages, though you need a plan or page pack. See [bank statement to Excel](\u002Fbank-statement-to-excel).",{"h2":426,"p":427,"ol":429},"How to create an OFX file from a PDF bank statement",[428],"You need this when the bank doesn't offer OFX for the period you need, when statements are older than the download window, or when the bank has stopped offering the format — CommBank, for example, no longer offers OFX or QIF exports (see the [CommBank page](\u002Fcommbank-statement-to-excel)).",[430,431,432,433],"Upload the PDF statements — digital, scanned or a phone photo.","Check the result: each statement is balance-checked (opening balance + money in − money out = closing balance), and rows that don't add up are flagged with their page number.","Choose **Export → OFX** for apps that import OFX, **.qbo** for QuickBooks Desktop, or [QIF](\u002Fbank-statement-to-qif) for apps that still read it.","Import the file in your software and confirm the closing balance matches the statement.",{"h2":435,"ul":436},"Common OFX import problems",[437,438,439,440],"**Duplicates:** importing two files with overlapping dates. Software that uses the FITID skips repeats; otherwise, import non-overlapping periods.","**Wrong account type:** a credit card file imported into a bank account (or the other way round) can flip the meaning of signs. Pick the matching account in the import dialog.","**Rejected by Quicken or QuickBooks Desktop:** Quicken expects QFX and QuickBooks Desktop expects QBO, each with a recognized bank identifier. Use a .qbo export for QuickBooks Desktop; for QuickBooks Online a CSV is often simpler — see [how to import bank statements into QuickBooks Online](\u002Fimport-bank-statements-into-quickbooks-online).","**Garbled characters in payee names:** the file's character set doesn't match the content. Re-export from the source rather than editing the file by hand.",[442,445,448,451,454],{"q":443,"a":444},"What is an OFX file?","A bank or credit card statement in Open Financial Exchange format: account details, transactions and balance in a structured text file that finance and accounting software can import.",{"q":446,"a":447},"What is the difference between OFX, QFX and QBO?","They carry the same kind of data. QFX and QBO are Intuit's versions of OFX with extra fields that Quicken (QFX) and QuickBooks Desktop (QBO) check on import.",{"q":449,"a":450},"How do I open an OFX file in Excel?","Excel can't import OFX directly. Convert the file to Excel or CSV — for example by uploading it here and choosing Export → Excel.",{"q":452,"a":453},"How do I create an OFX file from a PDF statement?","Upload the PDF to a converter that reads every transaction and checks the balances, then export OFX. See [convert a bank statement to OFX](\u002Fbank-statement-to-ofx).",{"q":455,"a":456},"Can I rename an .ofx file to .qfx or .qbo?","Usually that's not enough. Quicken and QuickBooks Desktop check Intuit-specific fields, not just the extension, and Quicken says it can't import plain OFX files. Export a real .qbo file for QuickBooks Desktop instead.",[130,135,120,309,125],{"es":459,"fr":460,"en":342,"pt":461},"\u002Fes\u002Fque-es-un-archivo-ofx","\u002Ffr\u002Ffichier-ofx","\u002Fpt\u002Fo-que-e-arquivo-ofx",{"title":12,"path":14},[464,465,466,467,468],{"id":130,"type":52,"title":131,"description":132,"path":133},{"id":135,"type":52,"title":136,"description":137,"path":138},{"id":120,"type":52,"title":121,"description":122,"path":123},{"id":309,"type":41,"title":310,"description":311,"path":312},{"id":125,"type":52,"title":126,"description":127,"path":128},[],1793285443812]