Convert and import into your accounting software: Wave, Sage, FreeAgent, LessAccounting and others

Each accounting software listed below imports one or more formats like OFX, QFX, QBO, QIF, CSV files. Scroll down for each format section to see converters converting to this format.

If your accounting software is not listed below, please let us know to add it to the list below. Check with your accounting software for supported import formats like OFX, QIF, CSV and see the converters below supporting conversion from your original file like PDF format.

All conversions and formats mentioned below are supported the Transactions app.

Convert transactions to a format importable by Xero

Xero.com imports OFX, QFX, QBO, QIF, CSV files.

Xero provides the CSV import option, but make sure to set the output date format to match your country settings in Xero. The CSV format is the most featured as it accepts more transaction details, and OFX choice is great as well as you do not have to worry about the date format with OFX.

This video shows how to convert a PDF file downloaded from your bank or created card account, saved as a CSV file with layout compatible with the Xero accounting system.

Convert transactions to a format importable by Wave Accounting

Wave Accounting imports OFX, QFX, QBO, QIF, CSV files. Wave prefers the OFX format as the easiest to import.

Convert transactions to a format importable by FreeAgent

FreeAgent imports OFX, QIF, CSV files.

Convert transactions to a format importable by ZarMoney

ZarMoney imports OFX, QFX files.

Convert transactions to a format importable by Sage 50, Sage 300, Sage One

Sage imports OFX files. Sage exists as desktop software (Sage 50, Sage 300) and online accounting service (Sage One). It is important for both Sage products that the bank ID, the branch ID, the account number on OFX files to match account settings in Sage software.

Convert transactions to a format importable by Wave Accounting

Wave Accounting imports OFX, QFX, QBO, QIF, CSV files. Wave prefers the OFX format as the easiest to import.

Convert transactions to a format ready for LessAccounting

LessAccounting supports QIF and QFX import. If you have transactions in these formats, you should be fine and just import those files.

In case you have a CSV or Excel file, you can convert your files to QIF or QFX format and import them into LessAccounting.

If you have a PDF file for your bank or credit card account, you can use the Transactions converter.

If you have a QBO or OFX files, you can try to import them into LessAccounting as these are extended OFX files. If LessAccounting does not import them, use the Transactions app to convert.

If LessAccounting is not importing your QIF/QFX file (not created by a ProperSoft converter), it could be that whoever created the file for you, may not follow the file specifications, so the file is called QIF or QFX, but it is not such inside. In this case, you can try the Transactions app which tolerates many mistakes in files and create a correct QIF file from your file.

Common file formats supported by accounting software

See above file format(s) supported by specific accounting software/service

Convert to the OFX format

OFX files are Open Financial Exchange files.

Convert to the QIF format

QIF format is supported by Xero. Make sure to use expected date format (based on your country settings). When you use one of the 2QIF converters listed below, select the QIF target as "MS Money or other" and set expected output date format

Convert to the CSV format

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