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This tutorial shows how to convert an OFX file from your bank or credit card statement to QFX (Web Connect) and import into Quicken. We will use OFX2QFX utility. IMPORTANT: OFX2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.

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 OFX2QFX. Download it from the OFX2QFX download page. Start OFX2QFX and select an OFX file.

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

Select the QFX Target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.

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

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For Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. It has to be from the allowed bank. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.

Currency should be USD even for non-USD accounts for Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, GBP currency must be set.

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

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Confirm the file name and location.

Mac

Import created QFX file into Quicken

Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing the QFX file backup your data file and make sure that the account is not connected to online services. We have to disconnect from online services first. Right-click - 'Edit/Delete account'.

Then click 'Online Services' and click on the 'Deactivate' button. Then click 'Yes' and 'Ok'.

After disconnecting the account from online services, you can import a QFX file. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file.

You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. If you are disconnected from online services, that account will be shown on the list. You may choose to keep online services connected and import into a new account if you have something temporary to import. You can import in that account, and then move transactions from that account to another account. So this way you will keep the existing account connected to online services and you don't have to connect it back later.

Then click the 'Import' button.

Then click the 'Close' button.

Now your data is imported. You can accept all transactions.

You can review transactions. They are now inside Quicken.

Step by step instructions for macOS

Make sure you are using the latest version of OFX2QFX. Download it from the OFX2QFX download page. Start OFX2QFX and select an OFX file. IMPORTANT: OFX2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.

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

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

Mac

Currency should be USD even for non-USD accounts for Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, GBP currency must be set.

For Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.

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

Confirm the file name and location.

Import created QFX file into Quicken

Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing a QFX file backup your data file and click 'Quicken' - Preferences' and 'Connected Services'.

Make sure to uncheck 'Automatically improve the quality of downloaded payee names and categories', because when this checkbox set, it could change the payee names to something unrecognizable, not what you have on QFX File.

Before converting into the specific account, make sure that the account is not connected to online services. Right-click - 'Edit' account.

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If you see, for example, Connection Type (Web Connect), it means that it is connected. We have to disconnect from online services first. Click on 'Set up transaction download'.

Then click the 'Options' button.

Select 'Enter transactions manually' and click the 'Continue' button.

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Click the 'Finish' button. This way you disconnect from direct online download and now you can import a QFX file into this account.

To import a QFX file, select 'File' - 'Import' - 'Bank or Brokerage File (OFX, QFX)', select created QFX file.

And select an existing account to import transactions instead 'Add a new Quicken account'. Click the 'Continue' button.

Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken.

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