Is it free?
Yes for files up to 100 transactions: no sign-up, no watermark. Bigger files (multi-month catch-up work) use 1 credit from the same $9 / 5-credit pack as our PDF converter, and the preview is always free.
How do I import the OFX file?
Xero: Accounting → Bank accounts → the account's menu icon (⋮) → Import a Statement. Sage Accounting: its bank statement import under Banking (Sage says OFX files upload without editing). FreeAgent: Banking → Bank Accounts → the account → Upload Statement. GnuCash: File → Import → Import OFX/QFX. QuickBooks Online also takes an OFX under Upload from file, but for QuickBooks pick the .QBO output instead.
Is my file stored?
No. Files are processed in memory and deleted after 1 hour. We never use your data for AI training.
Can I try it without uploading my own file?
Yes. Click a sample button under the upload box. It opens a made-up export from a fictional bank in the same preview your own file gets, and every format is free to download, so you can test an import in a test or backup company file first. Don't import a sample into your real books.
Is a QFX file the same as an OFX file?
Almost. QFX is Quicken's Web Connect version of OFX: the same statement and transactions, plus Intuit tags such as INTU.BID (the bank's Intuit ID) that Quicken checks before importing. Take those out and you have a plain OFX statement.
Can't I just rename .qfx to .ofx?
Often, yes, and it costs nothing to try first. Renaming keeps the Intuit tags, your bank's routing number and the full account number, though. Convert when the importer still rejects the renamed file, or when you're sending the file to someone and want only the last 4 digits in it.
Which programs need OFX rather than QFX?
FreeAgent lists OFX, QIF and CSV, and Sage says OFX files upload without editing. Xero, Wave, QuickBooks Online's Upload from file and GnuCash already read QFX, so try the original there first.
Can I convert OFX to QFX?
Not here: we don't write QFX. Quicken validates Web Connect files with its online service and says it doesn't support files from conversion software, so a converted QFX usually won't open in Quicken anyway. For Quicken for Windows, convert to QIF instead.
Does the OFX keep the ending balance?
Yes, when the QFX has a ledger balance dated on or after its last transaction and you haven't flipped the signs. Otherwise the OFX says 0.00 and your program works the balance out from the transactions.
Are the bank's transaction IDs kept?
No. Each transaction gets a new FITID made from the account, date, amount and description, the same every time you convert the same file. If you already imported some of these dates from the bank's own download, import only the dates that aren't in your program yet.
Can I convert a credit card QFX?
Yes. A credit card statement (CCSTMTRS) in the QFX is written as an OFX credit card statement, with charges negative and payments positive. Import it into a credit card account.
My QFX has checking and savings in one file. Will that work?
Yes. Each account gets its own tab in the preview and its own OFX, named with the account type and last 4 digits. One credit covers the whole file.
