Is my bank file uploaded anywhere?

No. The conversion runs in your web browser. Your file is never sent to ConvertDepot or anyone else, and the page keeps working if you disconnect from the internet after it loads.

What is the Intuit bank ID and where do I find it?

It is the number Quicken uses to recognize a bank in a QFX file. The easiest place to find it is an old .qfx file from your bank: open it in Notepad or TextEdit and look for the line that starts with . The digits after it are the ID. The converter remembers it on this computer for next time.

Quicken says it can't verify the financial institution. What now?

Quicken only accepts QFX files with a bank ID it recognizes. Check the ID against an old QFX file from your bank. If you can't find one, the CSV to QIF converter is the alternative, since QIF files don't need a bank ID.

Why QFX instead of QIF?

Quicken for Windows limits which accounts accept QIF imports, but accepts QFX into checking, savings and credit card accounts. QFX files also carry an ID for each transaction, which helps Quicken skip duplicates.

Will importing an overlapping file create duplicates?

Usually not. Each transaction gets an ID built from its date, amount and description, so the same transaction gets the same ID every time and Quicken recognizes it.

What does the balance field do?

QFX files include a closing balance, which Quicken shows as the online balance. Enter the balance before the first transaction in your file and the closing balance is worked out for you. Leave it blank if you don't need it.

CSV to QFX Converter

Turn a bank or credit card CSV download into a QFX file, the Web Connect format Quicken uses for bank downloads.

Private by design. Your file is converted right here in your browser. It is never uploaded to ConvertDepot or anyone else.

1Choose your CSV file

Drop a .csv file here
or click to choose one

No file handy? Try it with the sample CSV.

How to convert a CSV file to QFX

Download your transactions from your bank's website as a CSV file.
Drop the file into the box above. The converter guesses which column holds the date, payee and amount.
Choose the account type and enter your bank's Intuit bank ID (see below).
Check the preview, then download the .qfx file and import it into Quicken.

What is a QFX file?

QFX is Quicken's version of the OFX bank statement format. Banks offer it as "Quicken Web Connect" or "Quicken download". It is the same as an OFX file with one addition: an Intuit bank ID that tells Quicken which bank the file came from. Quicken checks that ID before it accepts the file.

When a bank drops Quicken support, or only offers CSV downloads for older transactions, converting the CSV to QFX lets you keep importing into the same Quicken account.

Finding your Intuit bank ID

Find any .qfx file you have downloaded from your bank in the past. Check your Downloads folder.
Open it in a plain text editor: Notepad on Windows, TextEdit on a Mac.
Look near the top for a line like <INTU.BID>12345. The number after it is your bank's ID.
Type that number into the Intuit bank ID box above. The converter remembers it on this computer.

If you can't find an ID that Quicken accepts, use CSV to QIF instead. QIF files don't need one.

Importing into Quicken

Quicken for Windows

Choose File > File Import > Web Connect (.QFX) File, pick the file, then choose to link it to your existing account rather than create a new one.

Quicken for Mac

Choose File > Import > Bank or Brokerage File (OFX, QFX), pick the file, then choose the account to add the transactions to.

Back up your Quicken data before a large import, and try a small file first.

Things to know

Use the same account number every time. Quicken links the file to an account using the account number, so changing it between imports can make Quicken ask about a new account.
Credit cards. Choose Credit card as the account type. Purchases should be negative and payments positive in the preview. If not, tick Flip signs.
Online balance. Quicken shows the file's closing balance as the online balance. Fill in the balance field for an accurate figure, or ignore the online balance if you leave it blank.
Long payee names. QFX limits payee names to 32 characters. When a name is longer, the full name goes in the memo.

Sample file

The sample CSV looks like a typical checking account download. Drop it in the box above to try the converter.

Frequently asked questions

Is my bank file uploaded anywhere?: No. The conversion runs in your web browser. Your file is never sent to ConvertDepot or anyone else, and the page keeps working if you disconnect from the internet after it loads.
What is the Intuit bank ID and where do I find it?: It is the number Quicken uses to recognize a bank in a QFX file. The easiest place to find it is an old .qfx file from your bank: open it in Notepad or TextEdit and look for the line that starts with <INTU.BID>. The digits after it are the ID. The converter remembers it on this computer for next time.
Quicken says it can't verify the financial institution. What now?: Quicken only accepts QFX files with a bank ID it recognizes. Check the ID against an old QFX file from your bank. If you can't find one, the CSV to QIF converter is the alternative, since QIF files don't need a bank ID.
Why QFX instead of QIF?: Quicken for Windows limits which accounts accept QIF imports, but accepts QFX into checking, savings and credit card accounts. QFX files also carry an ID for each transaction, which helps Quicken skip duplicates.
Will importing an overlapping file create duplicates?: Usually not. Each transaction gets an ID built from its date, amount and description, so the same transaction gets the same ID every time and Quicken recognizes it.
What does the balance field do?: QFX files include a closing balance, which Quicken shows as the online balance. Enter the balance before the first transaction in your file and the closing balance is worked out for you. Leave it blank if you don't need it.