QFX Format

Convert PDF to QFX — Free, Import into Quicken Classic

This free PDF to QFX Converter turns any bank statement into a .qfx Quicken Classic accepts on the first import — no "unable to verify" errors, no duplicates on re-import. After Chase, Schwab, BofA, Discover, and PayPal killed Direct Connect in 2024, PDF is the only export left. Works on Windows and Mac, including Sequoia.

Click to upload or drag and drop

Supported formats:

PDF

JPG

PNG

Up to 10MB

Already have a different file format?

Using QuickBooks Desktop?

Get .qbo for QuickBooks Web Connect instead

Generic OFX target?

For GnuCash, Moneydance, HomeBank, Actual Budget

Need QIF for categories?

Quicken QIF preserves categories; works on older builds

Why Use Our PDF to QFX Converter Tool?

No "unable to verify financial institution" errors

Missing bank identifier is the #1 Web Connect failure. We pre-set a working one (Wells Fargo's — the industry fallback). The label is cosmetic; pick your real account at import.

Re-imports never duplicate transactions

Quicken skips rows already in your register based on transaction IDs. Ours stay stable across re-imports — same statement next month adds zero duplicates.

Bridges your bank's killed Direct Connect

Chase, Schwab, BofA, Discover, PayPal — all ended Quicken Direct Connect in 2024. PDF is the only export left. Drop the PDF, get the same .qfx shape your bank used to send.

How to convert a bank statement PDF to a QFX file

Download your PDF statement

Pull the PDF from your bank. For many US banks, this is the only export option since Direct Connect was killed in 2024. Password-protected and multi-page work.

Upload the PDF

Drop the PDF above, or click to browse. PDF, PNG, JPG up to 10MB.

Download .qfx, import via Web Connect

Quicken Classic Windows: File → File Import → Web Connect (.QFX) File. Quicken Classic Mac: File → Import → Bank or Brokerage File (OFX, QFX).

Why your bank statement won't import into Quicken

Quicken Classic rejects PDF outright

File → Import accepts only Web Connect (.QFX), QIF, and CSV — no PDF. The PDF-to-register gap is a recurring Quicken Community topic.

"Unable to verify financial institution"

Triggered by a missing bank identifier in the .qfx. Intuit licenses these per bank; if your bank isn't on the list, import fails. We pre-set a working one (Wells Fargo's, the industry fallback).

Major US banks killed Direct Connect in 2024

Chase, Schwab, BofA, Discover, PayPal — all ended Direct Connect for Quicken. The auto-feed is gone; PDF is the only export left. PDF → QFX restores the Web Connect flow you already know.

QFX 3-year sunset + Mac-specific bugs

Quicken sunsets QFX import 3 years after a version ships. Quicken Mac on Sequoia has firewall + default-app issues. Fix: upgrade Quicken, right-click .qfx → Open With → Quicken Classic.

Quicken Classic users on Windows and Mac

Quicken Classic users with PDF-only banks

After Chase, Schwab, BofA, Discover, and PayPal killed Direct Connect, PDF is the only export left. PDF → QFX restores the Web Connect workflow.

Quicken Classic Mac users on Sequoia

Sequoia's firewall blocks Quicken bank validation; .qfx files default to Banktivity. Right-click → Open With → Quicken Classic and you're back.

Backdated / historical statement imports

Web Connect downloads cover 90-180 days. Year-end, audit, account restoration — PDF is the only route to older months.

Bookkeepers with Quicken Classic clients

Quicken Classic is still the system of record for many small businesses. One PDF → QFX flow per client beats per-bank Web Connect setup.

Closing fintech accounts (Mercury, Ramp, Wise)

Business fintechs rarely offer Quicken Web Connect. Pull statements into Quicken permanently before the account closes.

Re-importing statements safely

Our .qfx has stable transaction IDs. Quicken skips rows already in your register — safe to re-run for spot-checking.

Frequently Asked Questions — PDF to QFX Converter

QCan Quicken Classic import PDF bank statements directly?

No. File → Import lists Web Connect (.QFX), QIF, and CSV — not PDF. Convert first.

QWhich Quicken versions does this work for?

Quicken Classic Windows (Deluxe, Premier, Home & Business) and Quicken Classic Mac, both within the current 3-year support window. NOT Simplifi — Simplifi takes CSV only.

QHow do I import the .qfx?

Windows: File → File Import → Web Connect (.QFX) File. Mac: File → Import → Bank or Brokerage File (OFX, QFX).

QWill I get "unable to verify financial institution" errors?

No. We pre-set a working bank identifier (Wells Fargo's, the standard fallback). The label is cosmetic; pick your real account at the next step.

QWill re-importing the same statement create duplicates?

No. Stable transaction IDs derived from date, amount, description. Quicken skips rows already in your register.

QWhat's the QFX 3-year sunset?

Quicken expires QFX import 3 years after a version ships. Help → About Quicken shows your version; upgrade if QBD 2022 or older.

QMy Mac opens .qfx in Banktivity. What do I do?

Common Sequoia issue. Finder → right-click the .qfx → Open With → Quicken Classic. Get Info → Open With → Change All to make it permanent.

QIs my statement data stored anywhere?

No. PDF processed in memory, deleted on response. No persistent storage.

Convert and import a QFX file into Quicken in 3 steps

Quicken won't read your PDF. We give you the .qfx Web Connect accepts — no verify wall, no duplicate transactions on re-import. Free for 2 pages, no signup.