Bank2OFX: Convert CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to OFX

What can I do with Bank2OFX (CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to OFX Converter)?

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create a OFX file
• Import created file to Xero, Sage One or other OFX importing software or online service

Why should I trust Bank2OFX?

• It runs and processes your files on your computer - no data leaves your computer
• It does not send your transactions anywhere
• Please check our product testimonials

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

• Free support is available before and after the purchase
• All license options include at least 14 days of the conversion support after the purchase
• The Professional and Team licenses include ongoing conversion support
• Please use the Support page or email us at support@propersoft.net.

Can I try before purchasing?

• Yes. Bank2OFX is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that Bank2OFX understands your transactions file correctly.
• You can create a fully functional and loadableOFX file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).

Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to OFX and import into MS Money, Xero, Sage, and other accounting software

This tutorial shows how to convert a transactions file to OFX format. We will use Bank2OFX 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 Bank2OFX. Download it from the Bank2OFX download page. Start Bank2OFX and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

Try a different PDF Library if your PDF file is not parsed correctly by the selected library. The Parser provides two PDF Libraries for you to choose.

Set the Account ID (number) and the Account Type. For multiple accounts, use a different Account ID for each account.

Make sure to set Currency. And you can set Bank ID, Branch ID if your accounting software requires.

Choose the OFX Target to better work with your accounting software or use the "Regular OFX" option.

Click the 'Convert' button to create an OFX file.

Confirm the file name and location.

Import created OFX file into Xero

Click on 'Manage Account' and look for the link 'Import a Statement'. In your accounting software, look for "Upload a bank file" or similar links to upload created OFX file.

Click the 'Browse' button and select the OFX file.

Then click the 'Import' button.

Once the transactions are imported, you can review, categorize them under the account.

Step by step instructions for macOS

Make sure you are using the latest version of Bank2OFX. Download it from the Bank2OFX download page. Start Bank2OFX and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

Review transactions before converting, check that dates are correct, have correct year, deposits and withdrawals are in correct places.

Before creating OFX file set the Account ID (number) and the Account Type. For multiple accounts, use a different Account ID for each account.

Make sure to set Currency. And you can set Bank ID, Branch ID if your accounting software requires.

Choose the OFX Target to better work with your accounting software or use the "Regular OFX" option.

Click the 'Convert' button to create an OFX file.

Confirm the file name and location.

Import created OFX file into Xero

Click on 'Manage Account' and look for the link 'Import a Statement'. In your accounting software, look for "Upload a bank file" or similar links to upload created OFX file.

Click the 'Browse' button and select the OFX file.

Then click the 'Import' button.

Once the transactions are imported, you can review, categorize them under the account.