CSV2QFX: Convert CSV to QFX (Web Connect)

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Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert CSV to QFX and import into Quicken 2018, 2017, 2016, 2015, (PC/Mac). Prepare transactions quickly in Excel and convert

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What can I do with CSV2QFX?

Why should I trust CSV2QFX?

If I need any help with conversion, can you help me?

Can I try before purchasing?

Do you have a sample CSV file to help me started?


Which Quicken version can import QFX (Web Connect) files?

The latest version of Quicken 2018 imports QFX (Web Connect) files. Earlier Quicken versions import QFX (Web Connect) files until they becomes three years old. For example, if right now year 2017 then Quicken 2015 is the earliest version that imports QFX (Web Connect) files.


How I should import a QFX file that CSV2QFX created under Quicken 2015+ (including Quicken 2018)?

  1. Start Quicken and click File, then File Import, then Web Connect file.
    quicken-import-web-connect-qfx-file
  2. On the import screen, select existing account or create new account.
    quicken-import-qfx-select-account
  3. Confirm the account is updated (one time).
    quicken-import-account-updated
  4. Review your imported transactions (Done!).
    quicken-import-web-connect-qfx-success