QuickBooks / Quicken cluster

Convert PDF bank statements to OFX

Turn any bank statement into a clean OFX file that Xero, GnuCash, Sage and other accounting apps import natively.

Open Financial Exchange (.ofx) · used by Xero, MoneyDance, iBank, GnuCash, Sage

Upload a statement — free See pricing

Step 1

Upload your PDF or CSV bank statement.

Step 2

Preview the parsed transactions and fix any category before export.

Step 3

Download the .ofx file and import it into Xero (Accounting → Bank Accounts → Manage → Import Statement) or your accounting app.

About Open Financial Exchange (.ofx)

OFX (Open Financial Exchange) is the vendor-neutral banking data format behind QBO and QFX. Our converter extracts every transaction from your PDF, deduplicates against previously-imported periods, and outputs an OFX 2.x file with a valid <BANKTRANLIST>, opening/closing balances, and unique FITIDs so accounting software never double-imports.

Why bookkeepers pick BankToBooks for OFX

Every transaction validated — dates, amounts, running balance reconciled before export.
Category auto-tagging so OFX imports arrive pre-coded, not stuck in Uncategorized.
Multi-page and scanned PDFs handled with OCR — no need to re-key anything.
Zero setup: no bank IDs, no direct-connect fees, no waiting on Intuit approvals.

FAQs

OFX vs QBO — which should I use?

QBO is Intuit's branded OFX flavour with Web Connect metadata. Use QBO for QuickBooks; use plain OFX for Xero, Sage, GnuCash, or any non-Intuit app.

Which OFX version do you emit?

OFX 2.0 (XML-based). Compatible with all mainstream accounting tools.

Related conversions

Convert to QBO Convert to QFX Convert to IIF Convert to QIF Financial data extraction →Bank statement analysis →

Try OFX conversion free — no signup

3 statements/day, up to 200 transactions each.

Upload your first statement