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Quick Facts

Use this tool to import transactions into Quicken & Money.

This tool has a free trial.

Supported on Windows and Mac.

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QIF / Excel to OFX Converter

 

Convert QIF files & Financial Institution downloads to OFX, QFX, or QBO files for import into Quicken, QuickBooks, or MS Money.

Also, convert text files and worksheets to OFX QFX, or QBO files.

 

Key Features:

·         Use this tool to import data into Quicken, QuickBooks, MS Money, and other OFX enabled applications.

·         Supports Checking, Credit Card, Savings, and Stock/Investment accounts, including 401K and other retirement accounts.

·         Uses Excel as your editor, easily importing your QIF data for review & exporting worksheets to OFX. Importing and exporting is completed with a few clicks and with no data entry required.

 

After import into Quicken or QuickBooks, your data appears in the online banking center for reconciliation with your account register. Here, you can add missing transactions to your books or match your imported transactions with data you’ve already entered.

 

This add-in works with Excel 97 - 2010 for Windows and Excel 2004 on the Mac. It creates OFX files that are compatible with:

  • Quicken 2007 – 2010 U.S. (versions currently supported by Intuit.)
  • QuickBooks 2007 – 2010 and QuickBooks Enterprise 7.0 – 10.0 U.S. (versions currently supported by Intuit.)
  • QuickBooks versions 2007 – 2010 Canada (versions currently supported by Intuit.)
  • MS Money from 2003 – 2009, U.S. and International versions.
  • Other OFX enabled applications.

 

Trial Period

The tool can be downloaded for a free trial, allowing you to try before you buy. Download your free trial and give it a test drive. You can use the tool to create a limited number of OFX transactions, but it is otherwise fully functional.

Purchase Information

Registration keys can be purchased for $59 using various payment methods. Purchase now!

 

Screenshots

1. First, import your QIF file into Excel and review your data.

After import, you’ll see a worksheet like the ones pictured below.

 

2. Then, choose your OFX Export options and create your file:

 

3. Last, import the resulting OFX/QFX or QBO file into MS Money, Quicken, or QuickBooks.

 

Example banking data in Excel. Using these layouts, you can also create your own OFX files directly from worksheets:

 

Example investment data in Excel:

 

 

 

 MS Excel and MS Money are registered trademarks of Microsoft, Inc. QuickBooks is a registered trademark of Intuit, Inc.