LedgerPortCSV to QFX converter
Turn a bank or credit card CSV into a QFX (Web Connect) file for Quicken. The file is converted in your browser and never uploaded.
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Your file is read on this device. It is never uploaded.
| File | Transactions | Status |
|---|
More than one account? Give each its own number, and reuse it every time, so your software files each statement under the right account.
More file details (optional)
These only label the file. The default bank ID 3000 is one QuickBooks recognises; you still choose your real account during import.
Columns (change these if the preview looks wrong)
| Date | Description | Amount |
|---|
Not reading your file correctly? Send us the column names
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Your licence
- Never uploaded. The file is converted on your device; it works with the internet off.
- See it before you pay. Every transaction is previewed for free.
- 10 documents free. No card, no account, no key.
- 14-day refund if it does not work with your file.
Importing the QFX file into Quicken
- In Quicken, choose File → File Import → Web Connect (.QFX) File.
- Select the .qfx file you downloaded.
- Link the file to an existing account or create a new one when Quicken asks.
- Review and accept the downloaded transactions in the account register.
Quicken only accepts Web Connect files that name an institution it supports. If the import is refused, set the bank ID under More file details to one Quicken supports, or use CSV to QIF. Test with the free download before buying.
What goes into the file
- One entry per transaction with the posted date, signed amount, payee and memo.
- Check numbers and the closing balance when your CSV includes them.
- A stable ID on each transaction, so Quicken can spot repeats if you import a statement twice.
Questions and answers
What is a QFX file?
QFX is Quicken's Web Connect format. Like QBO, it is an OFX bank statement with extra Intuit fields that identify the bank.
Quicken rejected the file. What can I do?
Quicken checks the bank ID in a QFX file against the institutions it supports, and it is stricter than QuickBooks. Enter the ID of a bank Quicken supports under More file details, or convert to QIF instead, which Quicken imports without that check.
Is QFX different from OFX?
Only slightly. A QFX file is an OFX file plus the Intuit bank ID. Software other than Quicken generally wants plain OFX, which you can also produce here.