What Bank export file format does this tool accept?

This tool accepts Bank of America Download files. Export from Bank and upload the Download file directly.

Can I convert Bank CSV to QuickBooks Desktop?

Yes, this tool converts Bank of America Download exports directly to QuickBooks Desktop IIF format compatible with QuickBooks Desktop.

How do I import Bank of america to QuickBooks Desktop?

Export your of america from Bank, upload the CSV file to this converter, then import the converted file to QuickBooks Desktop.

Bank of America to QuickBooks Desktop — Import Transactions

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QuickBooks Desktop IIF Format

valid rows

Convert Bank of America checking, savings, and credit card downloads to QuickBooks Pro, Premier, or Enterprise.

Free preview — then from $5. Save with bundles.

Free preview before you pay

Files never leave your browser

No account needed to start

Download a sample Bank of America OFX file.

Download Sample OFX

Tool Rating

4.7 / 5 (98 votes)

How to Convert Your File

Export from Banking

Accounts → Transaction History → Export

Upload and Configure

Upload OFX/QFX/QBO Bank Transactions CSV and choose IIF File format

Preview and Download

Review converted data, download Quickbooks Desktop-ready file

Import to QuickBooks Desktop

File → Utilities → Import → IIF Files → Select File

Output is in QuickBooks Desktop IIF format — ready to import directly, no manual reformatting needed.

Common Conversion Questions

What format should I download from Bank of America?

We recommend the 'Microsoft Money (OFX)' format which contains all transaction details. CSV also works but may have less detail.

Does this work with Bank of America Business accounts?

Yes! This tool works with both personal and business Bank of America accounts, including Business Advantage.

Can I import Bank of America credit card transactions?

Yes, all BofA credit cards can be downloaded and imported to QuickBooks Desktop.

How to Download Bank of America Transactions

Downloading from Bank of America

1. Log in to bankofamerica.com or the BofA mobile app 2. Go to your account and select "Download Transactions" 3. Choose "Account Download" from the account menu 4. Select date range and format: Microsoft Money (OFX) or Spreadsheet (CSV) 5. Click Download Note: Bank of America's OFX option may be labeled as "Microsoft Money" format.

Bank of America File Formats

Bank of America offers several download formats: - Microsoft Money (OFX) - Recommended, contains all transaction details - Quicken (QFX) - Same as OFX with Quicken branding - CSV/Excel - Good for spreadsheet processing - PDF - Not supported (use OFX or CSV instead) This tool accepts Bank of America OFX, QFX, and CSV files.

Your Conversion is Secure

Browser-Only Processing

All conversion runs in your browser. Files are never uploaded to any server.

No Data Retention

Nothing is stored after conversion. Close the tab and your data is gone.

GDPR Compliant

Full EU data protection compliance. Your privacy rights are fully protected.

Field Mapping

How Banking Ofx fields map to Quickbooks Desktop Iif

Banking Ofx	Source Value		Quickbooks Desktop Iif	Target Value	Note
`FITID`	`202501150001`	→	`DOCNUM`	`202501150001`	Bank transaction ID as document number
`DTPOSTED`	`2025-01-15 12:00:00`	→	`DATE`	`01/15 12:00:00/2025`	Transaction date
`TRNAMT`	`-50.00`	→	`AMOUNT`	`-50.00`	Transaction amount
`NAME`	`AMAZON PURCHASE`	→	`NAME`	`AMAZON PURCHASE`	Payee name
`MEMO`	`Online order #12345`	→	`MEMO`	`Online order #12345`	Transaction memo
`CHECKNUM`	`1001`	→	`CHECKNUM`		Check number (if check transaction)

Why Use This Converter?

Full BofA Support

All Bank of America download formats supported.

All Account Types

Works with checking, savings, and credit cards.

Business Accounts

Supports Business Advantage and commercial accounts.

Personal Accounts

Works with Preferred Rewards and regular accounts.

Historical Data

Import years of Bank of America transaction history.

Browser-Based Privacy

Your BofA data never leaves your computer.

Data Transformation

Each bank transaction becomes a TRNS/SPL/ENDTRNS block

One row per bank transaction

Key columns: FITID, DTPOSTED, TRNAMT, NAME

1:N — One input row creates multiple output rows

Hierarchical structure for QuickBooks Desktop import

Common IIF File Import Errors

Issues you might encounter when importing OFX/QFX/QBO Bank Transactions data to IIF File - and how we solve them

Account Not Found

QuickBooks can't find the specified account name

Account 'Bank Account' not in Chart of Accounts

Create the account first or use exact name

Verify account names match your Chart of Accounts exactly

Edit account names in the tool options before converting

Transaction Doesn't Balance

IIF requires AMOUNT sum to equal zero per transaction

TRNS: 100, SPL: -90 (doesn't balance)

TRNS: 100, SPL: -100 (balances to zero)

We ensure each transaction balances correctly

All amounts are validated before export

Frequently Asked Questions

Your data never leaves your device. All files are processed entirely in your browser using client-side JavaScript - no data is stored on our servers or sent anywhere. There's no account to hack, no database storing your files, and no API connections to your bank or accounting software. You upload, convert, download, and we forget it immediately.

No payment or signup required. You can upload your file, see a free preview of the conversion results, and verify everything looks correct before paying anything. If it doesn't work for your files, you haven't wasted any money. We only charge when you're satisfied and ready to download the final converted file.

You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.

We recommend the 'Microsoft Money (OFX)' format which contains all transaction details. CSV also works but may have less detail.

Yes! This tool works with both personal and business Bank of America accounts, including Business Advantage.

Bank of America labels their OFX download as 'Microsoft Money' format. Despite the name, it's standard OFX and works perfectly with this converter.

Yes, all BofA credit cards can be downloaded and imported to QuickBooks Desktop.

Bank of America typically allows 18-24 months of online statement history, though this varies by account type.

Yes, you can set up multiple Bank of America accounts separately in QuickBooks Desktop using different login credentials for each account. Set up each as its own account in QuickBooks, then import transactions individually.

Go to Banking > Bank Feeds Center, select the account with duplicates, click Items to Delete, select the duplicate transactions, and confirm the deletion. Always back up your file first.

You need QuickBooks Desktop 2018 or later to download and import Bank of America transactions using Web Connect.

No. Direct Connect is no longer supported. You must manually download transactions from Bank of America and import them as Web Connect files (.qbo).

Microsoft Money (OFX) is one of the download options Bank of America offers. QBO and QFX formats are also available depending on your account type and settings.