How to convert CSV to QFX
Three steps, nothing to install, and no account to create.
- Download the CSV from your bank's website — whatever columns it gives you is fine.
- Drop it above. We work out which column is the date, the amount and the description, and show you the result.
- Check the preview, download the
.qfx, then in Quicken use File › File Import › Web Connect (.QFX) File.
When you need this
- Your bank dropped Quicken support. Smaller banks and credit unions regularly stop paying Intuit for Web Connect. The CSV download stays; the "download for Quicken" button disappears. This page turns the one you still have into the one Quicken wants.
- Direct Connect stopped working. While you and the bank argue about whose fault it is, the month still has to be entered. Download the CSV, convert, import, reconcile — done.
- You're back-filling history. Banks usually limit Quicken downloads to 90 days but let CSV exports go back years. Convert the old statements to bring the history in.
The "Wells Fargo" label, explained up front
QFX files carry a bank ID (INTU.BID) that Quicken checks against its list of
participating institutions — files without a valid ID are rejected outright. We use a
widely-accepted default whose label happens to be Wells Fargo, so that name
may flash by during import no matter which bank your money is at. It is purely a display
label: you choose which of your own Quicken accounts to import into, and the transactions
land there. We'd rather explain this than have you think the file is wrong.
That bank ID is one of a handful of tags a QFX carries, and none of them are meant to be read
by a person. If you want to check what a .qfx actually contains
before importing it — or keep a copy you can file and send on —
QFX to PDF renders one as a plain statement: account and
institution at the top, every transaction listed, totals at the end.
Not using Quicken?
- CSV to QBO — for QuickBooks
- CSV to OFX — for GnuCash, Xero, Sage and most others
- CSV to QIF — for older programs that predate OFX
Frequently asked questions
What is a QFX file?
QFX is Quicken's Web Connect format — Intuit's variant of the standard OFX banking format. It's what Quicken downloads when you use a bank's "download for Quicken" button, and the most reliable way to get transactions into Quicken by hand.
QFX and QBO look almost identical. Are they interchangeable?
They're siblings, not twins: same structure, but Quicken wants .qfx and
QuickBooks wants .qbo, and each validates the file against its own list of
bank IDs. Use this page for Quicken and the home page for QuickBooks.
Will importing the same statement twice create duplicates in Quicken?
No. Quicken matches on each transaction's FITID, and ours are computed from the account, date, amount and description — identical every time you convert the same rows. Keep the account number setting the same each month so the IDs stay stable.
Is my bank data uploaded anywhere?
No. The conversion runs entirely in your browser, and the page's Content Security Policy blocks all network requests — the browser itself enforces that nothing is sent. Load the page, go offline, convert: it still works.