Been searching for something like this for months. Our Shopify store processes 500+ orders monthly and this handles everything perfectly. Date formats, tax columns, refunds - all correct.
Bank of America to QuickBooks Desktop — Import Transactions
or drop files here
CSV, XLS, XLSX
or
Invoice import blocked if Sales Tax enabled in QBO
Convert Complete
QuickBooks Desktop IIF Format
Ready for download
| $ |
|---|
+ more rows
Purchase to download full report
Records converted
Rows skipped
credits
Credits Calculation:
rows → rows (rounded to 1K) → credits
then credit per 1K rows
| Row | Column | Value | Error |
|---|---|---|---|
Showing first 50 errors. more errors not shown.
credits for all formats
CSV, Excel, Google Sheets - pay once, download any
Use credits to download
Click any download button to use your credits
All formats unlocked - download as many times as you need
Unlock Full Download
- Full CSV & Excel export
- Google Sheets export
- Instant browser download
for credits
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14-day money-back guarantee
PCI DSS compliant
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What Our Users Say
works good, wish it had batch mode
I was spending 4-5 hours every month reformatting exports manually. This tool paid for itself in the first use. The preview feature helped me verify the mapping before paying.
exactly what i needed thx!!
Super straightforward. Upload, convert, download. No account needed which is nice. Would give 5 stars if they add Xero support.
saved me hours of work
My accountant was so happy when I sent her the converted file. No more back-and-forth about date formats or missing columns. Everything imported correctly on first try.
fast and easy 10/10 would recommend
Been using this for 6 months for monthly reconciliations. Handles all the edge cases - partial refunds, multi-line orders, currency conversions. Very reliable tool.
Good tool, does what it says. Interface could be bit better but conversion quality is excellent. Using it for my 3 Shopify stores.
Switched from A2X to this. Way simpler for my needs - I don't need real-time sync, just clean data once a month. This delivers exactly that.
finally!! something that works with QB desktop!!
Ready to convert your own data?
Convert Bank of America checking, savings, and credit card downloads to QuickBooks Pro, Premier, or Enterprise.
No API required
Browser-based processing
Run on Google Cloud Platform
How It Works
1
Download
Download OFX/CSV from bankofamerica.com
2
Upload
Upload the file here
3
Convert
Download the .iif file
4
Import
In QB Desktop: File → Utilities → Import → IIF Files
Your Data is Safe
Bank-Level Security
256-bit SSL encryption. Same standards as major financial institutions.
No Data Storage
Files are processed directly in browser. No calls to our servers.
GDPR Compliant
Full EU data protection compliance. Your privacy rights 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) |
Data Transformation
Each bank transaction becomes a TRNS/SPL/ENDTRNS block
Input
OFX Transaction
One row per bank transaction
Key columns:
FITID,
DTPOSTED,
TRNAMT,
NAME
1:N — One input row creates multiple output rows
Output
IIF Transaction Block
3 rows per
input
Hierarchical structure for QuickBooks Desktop import
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.
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
Why Use This Tool?
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.
Frequently Asked Questions
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.
Banking → Quickbooks Desktop Data Ecosystem
All available data flows from Banking to Quickbooks Desktop
Banking
Bank CSV Transactions
Generic bank CSV export with flexible column detection
→
Quickbooks Desktop
IIF File
Tab-delimited Intuit Interchange Format for Desktop
Date → DATE
Amount → AMOUNT
Payee → NAME
Banking
OFX/QFX/QBO Bank Transactions
Bank and credit card transactions in Open Financial Exchange format
→
Quickbooks Desktop
IIF File
Tab-delimited Intuit Interchange Format for Desktop
FITID → DOCNUM
DTPOSTED → DATE
TRNAMT → AMOUNT
Banking
QIF Bank Transactions
Quicken Interchange Format transactions for bank and credit card accounts
→
Quickbooks Desktop
IIF File
Tab-delimited Intuit Interchange Format for Desktop
Date → DATE
Amount → AMOUNT
Payee → NAME