Bank Statement Converter Tools — PDF, CSV, Excel, OFX &amp; More

CSV to QBO Converter

Convert CSV to QBO free and import CSV to QuickBooks the way it actually accepts — as a QuickBooks Web Connect file.

IIF

CSV to IIF Converter

QuickBooks Desktop has no CSV import.

Excel to QBO Converter

QuickBooks Desktop does have an Import from Excel menu, which is exactly why this is confusing.

IIF

Excel to IIF Converter

Save the sheet as tab-delimited text, rename it .

OFX to QBO Converter

QBO is OFX with one extra tag inside the SONRS block.

QFX to QBO Converter

Switching from Quicken to QuickBooks Desktop means re-importing every historical statement you care about.

For Quicken

PDF to QIF Converter

For two decades, Quicken users opened a download from their bank and the file slid into the register.

CSV to QIF Converter

CSV import in Quicken means manual column mapping, ambiguous date assumptions, and a parsing wizard that fails on every European or Indian export.

QFX

CSV to QFX Converter

Quicken is stricter than anything else you might import into.

Excel to QIF Converter

If your spreadsheet has a Category column, it is written into the file.

QFX

Excel to QFX Converter

A QFX is an ordinary financial file with an ID card stapled to the front.

QFX

PDF to QFX Converter

This free PDF to QFX Converter turns any bank statement into a .

For GnuCash, Money & Tally

OFX

CSV to OFX Converter

One file, six destinations.

Tally XML

CSV to Tally XML Converter

A month of bank rows, arriving in TallyPrime as finished Payment and Receipt vouchers instead of being typed one at a time.

Tally XML

Excel to Tally XML Converter

Every other Excel to Tally tool hands you a template to fill in first.

OFX

Excel to OFX Converter

The conversion is the easy half.

OFX

PDF to OFX Converter

This free PDF to OFX Converter turns any bank statement into a clean .

To Spreadsheets & Data

Excel

IIF to Excel Converter

Double-click an IIF and Excel stacks three kinds of row into one sheet: transaction lines, the split lines beneath them, and the ! lines labelling both.

IIF to CSV Converter

You have moved to QuickBooks Online and the last thing Desktop handed you is a .

OFX to CSV Converter

Your bank wrote that .

Excel

OFX to Excel Converter

Seven columns, the amounts already numeric, cheque numbers still carrying their leading zeros — that is what the file becomes.

By Accounting Software

Import Bank Statement to Xero

Outside the US and Canada, Xero can't read a PDF bank statement — its Import a Statement screen takes CSV, OFX, QFX, QBO and QIF files instead.

Import Bank Statement to MYOB

MYOB can't import a PDF bank statement, and it won't take a CSV either — MYOB Business and AccountRight read QIF and OFX files.

Import Bank Statement to Sage

Sage cannot read a PDF bank statement.

Credit Card Statements

Credit Card Statement PDF to CSV

Stop manually typing credit card transactions into spreadsheets.

Excel

Credit Card Statement PDF to Excel

Need your credit card transactions in a formatted Excel spreadsheet? Upload any credit card statement PDF — Chase Sapphire, Amex Platinum, Capital One Quicksilver, Citi Double Cash, or any Visa/Mastercard — and download a .

Invoices & Receipts

Invoice PDF to CSV & Excel

Stop manual data entry from invoices.

Receipt PDF to CSV & Excel

Tired of manually entering receipt data for expense reports? Upload any receipt — PDF, scanned image, JPG photo, or PNG screenshot — and download a clean CSV or Excel file with every line item, tax amount, and total extracted automatically.

Other Converters

Purchase Order PDF to CSV & Excel

Stop manually keying purchase order line items into spreadsheets.