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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 & XL to OFX Converter

 

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

 

Convert text files and worksheets to OFX 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 for Quicken and Money, including 401K and other retirement accounts.

·         Supports Bank and Credit Card accounts for QuickBooks.

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

 

After import your data appears in the online banking center in Quicken or QuickBooks 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 - 2007 for Windows and Excel 2004 on the Mac. It creates OFX files that are compatible with:

  • Quicken 2007 – 2009 U.S. (currently supported versions.)
  • MS Money from 2003 – 2009, U.S. and International versions.
  • QuickBooks 2007 – 2009 and QuickBooks Enterprise 7.0 – 9.0 U.S. (currently supported versions.)
  • QuickBooks versions 2007 – 2009 Canada (currently supported 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 in trial mode. You can use the tool to create a limited number of OFX transactions, but the tool is otherwise fully functional.

Purchase Information

Registration keys can be purchased for $49 using various payment methods. Purchase now!

 

Screenshots

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

 

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 this layout, you can also create your own OFX files from text files or directly from spreadsheets without importing from QIF:

 

 

Example investment data in Excel. Using this layout, you can also create your own OFX from text files or directly from spreadsheets:

 

 

 

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