How to convert OFX or QFX or QBO files

Modified on Mon, Jul 5, 2021 at 2:28 PM

This video shows how to convert OFX, or QBO, or QFX files.

Step by step instruction

If you have one of those formats, downloaded from your bank or someone is provided them to you, use the Transactions app to extract transactions from this file or convert them to a different format.

Open the file, review transactions. If you need to adjust Encoding, you can do that here, if you see that some characters are not as expected. Now the transactions are loaded, you can work with them as with any other format. You can choose which format you would like to convert to.

And then click the 'Convert' button to make the conversion.