PDF to QFX Converter for Quicken
Upload a bank or credit card statement PDF and download a QFX file Quicken imports as Web Connect transactions. You check the columns and the first transactions before the file is written.
- 1Upload
- 2Convert
- 3Download
PDF input, scanned or password-protected. Review the OCR result before use. Usage and download limits apply.
Using QuickBooks? Convert to QBO instead
How to convert a bank statement PDF to QFX for Quicken
The statement is converted first; the QFX file is written from its transactions after you check them.
- Step 1
Upload the statement PDF
Choose one bank or credit card statement of up to 20 pages, digital or scanned. A protected PDF asks for its password, which stays in your browser.
- Step 2
Convert, then choose QFX
After the conversion, open the download menu and choose QFX. Check the columns and the first transactions in the preview.
- Step 3
Import into Quicken
Import the file as a Web Connect (.QFX) file and link it to the account it belongs to.
How to import the QFX file into Quicken
QFX is the Web Connect file Quicken uses to bring in bank and credit card transactions.
- Quicken for Windows: choose File > File Import > Web Connect (.QFX) File, select the file and link it to an existing account.
- Quicken for Mac: choose File > Import > Bank or Brokerage File (QFX/OFX/QIF) and pick the account.
Link the import to an existing account rather than creating a new one, then compare the balance with the statement's closing balance.
Check the columns before you download
Before the file is written, the converter shows which columns it uses for the date, description and amounts, and the first transactions with money out below zero. Statements print amounts in different ways: one signed amount column, separate debit and credit columns, or an amount with Dr and Cr. Change a column or the date order there if a row looks wrong.
- Opening and closing balance lines are left out; only real transactions are written.
- A narration that wraps onto a second line is joined back into one description.
- Choose “Credit card” as the account type for card statements. If charges show up as money in, tick “Reverse signs”.
- Each transaction keeps the same ID every time you convert the statement, so importing it twice is flagged as a duplicate instead of booked twice.
QFX or OFX?
QFX is OFX with an Intuit bank ID, which Quicken looks for. Use QFX for Quicken and OFX for Xero, Sage, MYOB and most other apps. Quicken for Mac also reads OFX.
Free pages and pricing
The first pages of a statement convert free once a day, and that result downloads in every format, OFX, QFX and QBO included. Converting every page uses credits per page, or a one-time pack with no subscription. Each conversion takes one PDF of up to 20 pages. See pricing.
Other formats
The same converter also writes PDF to OFX and PDF to QBO, and the bank statement converter gives you Excel or CSV. Locked statement? See bank statement passwords.
Frequently asked questions
How do I convert a PDF statement to QFX?
Upload the PDF above and convert it, then choose QFX in the download menu. Check the columns in the preview and download the file.
What is the difference between QFX and OFX?
QFX is OFX with an Intuit bank ID that Quicken looks for. Use QFX for Quicken and OFX for most other accounting apps.
Is the PDF to QFX converter free?
The first pages of a statement convert free once a day, and that result downloads as QFX too. Converting every page uses credits per page or a one-time pack without a subscription.
Can I import a credit card statement into Quicken?
Yes. Choose Credit card as the account type before downloading, and tick Reverse signs if charges come out as money in.
Quicken will not accept the file. What can I try?
Make sure you link it to an existing account. Quicken for Mac also imports the OFX download; on Windows you can import the CSV through a spreadsheet instead.
Try your statement
Convert the first pages free and check the transactions before you download QFX.
Convert a PDF to QFX