LedgerPort

Private by design: your file never leaves your computer

Convert a bank CSV to QBO, QFX, OFX or QIF

Bank file in, QuickBooks file out. Drop the CSV or Excel export from your bank and download a file your accounting software can import. No upload, no account, free for small files.

Your file is read on this device. It is never uploaded.

Enter your licence key

The key is on the page you saw after paying, and on your invoice.

What it fixes for you

Bank exports are written for people, not for accounting software. This is the kind of file banks produce, and what your software receives after conversion.

What your bank gives you
Account: ****4417
Exported 31/01/2026
Date,Details,Paid out,Paid in,Balance
03/01/2026,COFFEE ROASTERS #214,4.75,,"2,495.25"
06/01/2026,CHQ 1042,350.00,,"2,145.25"
09/01/2026,ACME PAYROLL,,"1,840.55","3,985.80"
TOTAL,,354.75,"1,840.55",
What your software receives
DatePayeeAmount
3 Jan 2026COFFEE ROASTERS #214−4.75
6 Jan 2026CHQ 1042−350.00
9 Jan 2026ACME PAYROLL1,840.55

How it works

  1. Add your file Download transactions from your bank as CSV or Excel and drop the file on this page.
  2. Check the preview Dates, descriptions and amounts are detected for you, with totals to compare against your statement.
  3. Download and import Save the QBO, QFX, OFX or QIF file. The page then shows where to import it.

Pick your converter

There are also pages for specific banks, including Chase, Bank of America, Wells Fargo, Capital One, American Express, Discover and PayPal. See all converters.

How it compares

Compared onLedgerPortTypical desktop converterTypical upload-based website
Where your statement goesStays on your deviceStays on your deviceSent to someone else's server
InstallationNone: it is a web pageDownload and installNone
Windows, Mac, Chromebook, LinuxAll of themDepends on the productAll of them
Works without internetYes, once openedYesNo
Try your own file before paying10 whole documents free, no cardUsually a limited trialUsually a limited trial
PriceFrom $9, one paymentOften $40 to $100 per licenceOften a monthly subscription

Pricing

Your first 10 documents are free. No card, no key: drop a file and download it. Then one payment unlocks the rest.

Firm

$69 / user / year

$5.75 a month per user, billed yearly. From 3 users; choose the number at checkout.

  • Everything in Pro for every user, including batch conversion.
  • One licence key for the whole firm, and one invoice with your VAT number.
  • Add or remove users during the year. Quotes and bank transfer on request.

Get Firm for 3 users More for firms

Pay with CardApple PayGoogle PayLink

Bookkeepers and accountants: Pro converts a whole folder of client statements in one go.

Questions and answers

Is my bank data uploaded anywhere?

No. The page reads your file with JavaScript on your own device and builds the new file there. Nothing about your transactions is sent to a server. You can check this yourself: load the page, switch off your internet connection, and convert a file. It still works.

What does the free version include?

Everything. Your first 10 documents are converted in full, whatever their size, with no card, no account and no licence key: just drop a file and download. After that, a plan unlocks unlimited documents. Turning a QBO, QFX, OFX or QIF file into a spreadsheet stays free.

How does the paid unlock work?

Choose a 7-day pass for $9, or a lifetime licence for $39, or Pro for $99 a year, which adds converting many files at once. You receive a licence key by email; paste it on this page and the limit is lifted on that browser. Your file stays open while you pay, and there is no account to create.

Which banks does it work with?

It does not depend on a list of banks. It reads the columns in your file and works out which hold the date, description and amount. It handles a single signed amount column, separate debit and credit columns, extra lines above the header, day-first or month-first dates, and comma or dot decimals. If it guesses a column wrong, you can correct it.

Can I use an Excel file?

Yes. Drop an .xlsx file as it is; there is no need to save it as CSV first. You can also copy rows in a spreadsheet and paste them onto the page.

Will QuickBooks accept the file?

The QBO file follows the Web Connect layout QuickBooks reads: OFX 1.02 with an Intuit bank ID and a unique ID on every transaction. QuickBooks Desktop also needs to be a version Intuit still supports for bank feeds. Try the free download with a few transactions first to confirm it imports on your setup.

Can it convert between QBO, QFX, OFX and QIF as well?

Yes. Drop any of those files in place of a CSV. A QFX or OFX file can be turned into QBO for QuickBooks, and any of them can be turned into CSV for a spreadsheet.

Can I convert a PDF statement?

No. This tool reads CSV and Excel exports, plus QBO, QFX, OFX and QIF files. Most banks offer a CSV or spreadsheet download next to the PDF statement.

Try it with your own bank file

It takes less than a minute, and nothing is uploaded.

Convert a file