LedgerPort

OFX to QBO converter

Turn an OFX download from your bank into a QBO Web Connect file that QuickBooks can import. The file is converted in your browser and never uploaded.

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.

  1. Add your OFX file Drop it on the box above or click to choose it.
  2. Check the preview Confirm the dates, payees and amounts look right.
  3. Download Save the QBO file and import it into QuickBooks.

What changes between OFX and QBO

A QBO file is an OFX statement plus the Intuit fields QuickBooks checks before it will import: most importantly a bank ID from its list of participating banks. The converter adds those fields and writes the statement in the OFX 1.02 layout QuickBooks reads. Dates, amounts, payees, memos, check numbers and your bank's transaction IDs carry over unchanged.

Importing the QBO file

QuickBooks Desktop: choose File → Utilities → Import → Web Connect Files, select the file, and pick the account. QuickBooks Online: go to Transactions → Bank transactions, open the menu next to Link account, and choose Upload from file. The import guide has the full steps, and there is a page on fixing import errors.

Questions and answers

Does it read newer XML-style OFX files?

Yes. Both the older SGML layout and the XML layout (OFX 2.x) are read. The QBO file is always written in the 1.02 layout, which is what QuickBooks expects.

My OFX file holds more than one account. What happens?

All bank and card transactions in the file are read into one list. If you need the accounts kept apart, download one account at a time from your bank.

Is my file uploaded?

No. The file is read and converted by this page on your own device. It works with your internet connection switched off.

Is it free?

Your first 10 documents are free, whatever their size, with no card and no licence key. After that, plans start at $9. See pricing.