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

Modified on Mon, Jul 5, 2021 at 1:05 PM

Each accounting software listed below imports one or more formats like OFX, QFX, QBO, QIFCSV 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 by the Transactions app.


Convert transactions to a format importable by Xero

Xero.com imports OFX, QFX, QBO, QIFCSV 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 a layout compatible with the Xero accounting system. 


Convert transactions to a format importable by Wave Accounting

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

Convert transactions to a format importable by FreeAgent

FreeAgent imports OFXQIFCSV files. 

Convert transactions to a format importable by ZarMoney

ZarMoney imports OFXQFX 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 an 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, QIFCSV 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 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 CSV/Excel/TXT files to the OFX format

  • Convert PDF files (text-based) to the OFX format

  • Convert QIF files to the OFX format - this is a great option to avoid the date format confusion as QIF file may have dates as DD/MM/YYYY and MM/DD/YYYY

  • Convert non-importable OFX/QBO/QFX files to a correct OFX file

Convert to the QIF format

QIF format is supported by Xero. Make sure to use the 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 the expected output date format

  • Convert CSV/Excel/TXT files to the QIF format

  • Convert PDF files (text-based) to QIF

  • Convert QFX files to the QIF format

  • Convert QBO files to the QIF format

  • Convert QIF files to the importable QIF variant

  • Convert QFX/QBO/OFX files to the QIF format or make your QIF file importable

Convert to the CSV format

  • Convert CSV/Excel files to compatible CSV format

  • Convert PDF files to the CSV format

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