Convert QFX to CSV or Excel format (QFX2CSV)

This tutorial shows how to convert a QFX file from your bank or credit card statement to CSV format and import into Quickbooks Online (QBOnline), Excel, Xero.

Use the ProperConvert app to convert QFX to CSV. Other formats are supported as well.

Step by step instructions for Windows

Follow the steps below 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.

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

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.

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

Click the 'Convert' button to create a CSV file.

Confirm the file name and location.

Now the CSV file is created.

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

See this Windows tutorial as a video:

Step by step instructions for macOS

Make sure you are using the latest version of QFX2CSV. Download it from the QFX2CSV download page.

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

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.

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

Click the 'Convert' button to create a CSV file.

Confirm the file name and location.

Now the CSV file is created.

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

See this macOS tutorial as a video:

Related articles

• Convert QFX files to QIF and import into Quicken (QFX2QIF)
• How to Use Bank2OFX
• Make QFX from CSV/Excel and import into Quicken
• Convert CSV to IIF format and import into Quickbooks
• Convert QIF to OFX (how to use QIF2OFX)
• Convert a PDF to QBO and import into Quickbooks (PDF2QBO)
• Convert OFX files to CSV or EXCEL format and Import into Excel, QUICKBOOKS Online, Xero, YNAB