Convert QFX files to CSV or Excel format and import into Excel, QUICKBOOKS Online, Xero

This tutorial shows how to convert a QFX file from your bank or credit card statement to CSV format. We will use QFX2CSV utility.

Step by step instructions for Windows

See below steps for the Windows version, followed by the Mac version.

Make sure you are using the latest version of QFX2CSV. Download it from the QFX2CSV download page. Start QFX2CSV and select a QFX file.

QFX2CSV Windows Step 1: select a QFX file

Review transactions before converting. Check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.

QFX2CSV Windows Step 2: review transactions

Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

QFX2CSV Windows Step 3: CSV Target

Set 'Open after conversion' to open application handling converted files to start import right after the conversion.

QFX2CSV Windows Step 4: Open after conversion

Click 'Convert' button to create a CSV file.

QFX2CSV Windows Step 5: click Convert

Confirm the file name and location.

QFX2CSV Windows Step 6: file name and location and save

Now the CSV file is created.

QFX2CSV Windows Step 7: csv file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

QFX2CSV Windows Step 8: Review created CSV file

Step by step instructions for macOS

Make sure you are using the latest version of QFX2CSV. Download it from the QFX2CSV download page. Start QFX2CSV and select a QFX file.

QFX2CSV Mac Step 1: select a QFX file

Review transactions before converting. Check that dates are correct, have correct year, amount, withdrawals and deposits are shown in corresponding columns.

QFX2CSV Mac Step 2: review transactions before converting

Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

QFX2CSV Mac Step 3: CSV Target

Set 'Open after save' to open application handling converted files to start import right after the conversion.

QFX2CSV Mac Step 4: Open after save

Click 'Convert' button to create a CSV file.

QFX2CSV Mac Step 5: click Convert Button

Confirm the file name and location.

QFX2CSV Mac Step 6: confirm name and location and save

Now the CSV file is created.

QFX2CSV Mac Step 7: CSV file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

QFX2CSV Mac Step 8: Review created CSV file

Related artciles