Convert CSV/XLS/XLSX to OFX and import into Xero, QB Online, Sage One, YNAB with CSV2OFX
Make your files compatible with Xero, Sage One or other OFX importing software or online service
Need to import bank or credit card transactions in a CSV/XLS/XLSX file into Xero, Sage One or other OFX importing software or online service, but cannot seem to make it work? The problem is that your bank only provides transactions in a format that Xero, Sage One or other OFX importing software or online service cannot read.
The Solution: try CSV2OFX app. It can convert your transactions into a format that Xero, Sage One or other OFX importing software or online service can import.
Convert transaction files to the OFX format
- CSV2OFX extracts transactions from CSV/XLS/XLSX files. It creates OFX files ready to import into Xero, Sage One or other OFX importing software or online service.
- No data entry: convert data you already have in bank or credit card transactions file format to the OFX format
- Smart: CSV2OFX understands many layouts. It finds columns like date, amount, description, etc. of your transactions.
- Easy to use: Converting your banking transactions into OFX files could not be any easier. In a few clicks, you will have all your transactions converted to importable by Xero, Sage One or other OFX importing software or online service format in no time at all.
- Free trial and support: try it for Free before you buy and receive full support before and after you order.
- Safe to use: CSV2OFX converts all your banking transactions on your computer.
Another product, Bank2OFX, supports more formats.
How can I use CSV2OFX to convert transactions to OFX format?
- 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 CSV2OFX?
- It runs and processes your files on 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 30 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. CSV2OFX is free to download and try.
- Your file will be fully parsed in the trial mode, so you can verify that CSV2OFX 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).
Do you have a tutorial how to use CSV2OFX?
Yes, the step-by-step tutorial is avalable in video and screenshots format.