QIF to OFX Converter

If you're juggling different accounting programs like Quicken, the QIF to OFX converter is a handy tool for you. This software helps move your data from one format to another, specifically from Quicken Interchange files (QIF) to Open Financial Exchange files (OFX).

How It Works

This isn't a standalone program; it actually works within Microsoft Excel. You can use it with versions like Excel 2016, 2013, 2010, and even older ones down to Excel 97! During setup, just pick the version you have.

Setting Up Your Converter

After you set everything up, the QIF to OFX converter becomes a helpful part of your Excel tools. From the ribbon bar in Excel, you can import your QIF files. If any payee names are messed up—like if they look like phone numbers or have weird text—you can clean those up right there.

Managing Your Transactions

If a payee is missing, don't worry! The app can pull info from the memo or description instead. Once your transactions are in Excel, you can prep them for conversion into OFX format.

Customizing Your Export

You'll get options to choose which accounting software you're exporting to—like Quicken or QuickBooks—and set up other details too. You can specify things like custom BID numbers, whether to export all rows or just some specific ones, and even edit account info like nicknames and routing numbers.

Performance and Efficiency

This Excel add-in works fast without hogging your computer's resources. It's packed with all the settings needed for moving your accounting data smoothly from one tool to another by transforming QIF files into OFX.

If you're ready for an easier way to handle your accounting data migration, check out this converter tool!