Capital One to QuickBooks Desktop — Import Transactions

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Convert Complete

QuickBooks Desktop IIF Format
valid rows

Convert Capital One bank and credit card downloads to QuickBooks Pro, Premier, or Enterprise.

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Download a sample Capital One OFX file.

Download Sample OFX

Tool Rating

4.8 / 5 (78 votes)

How to Convert Your File

1

Export from Banking

Accounts → Transaction History → Export

2

Upload and Configure

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

3

Preview and Download

Review converted data, download Quickbooks Desktop-ready file

4

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 Capital One?

We recommend the 'QFX (Quicken)' or 'OFX' format for complete transaction details. CSV also works but may have less metadata.

Does this work with Capital One 360 accounts?

Yes! This tool fully supports Capital One 360 checking, savings, and money market accounts.

Can I import Capital One credit card transactions?

Yes, all Capital One credit cards (Venture, Quicksilver, Savor, VentureOne, etc.) can be downloaded and imported.

How to Download Capital One Transactions

Downloading from Capital One

1. Log in to capitalone.com or the Capital One app 2. Navigate to your account and select "Download Transactions" 3. Choose your date range 4. Select format: QFX (Quicken), OFX, or CSV 5. Click Download Note: Capital One 360 and credit card accounts have similar download options.

Capital One File Formats

Capital One offers several download formats: - QFX (Quicken) - Recommended, full transaction details - OFX - Same format, different branding - CSV - Spreadsheet format, good for manual processing - QBO - For QuickBooks Online (not Desktop) This tool accepts Capital One QFX, OFX, 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?

Capital One 360 Support

Full support for Capital One 360 bank accounts.

Credit Card Support

Works with Venture, Quicksilver, Savor, and more.

Spark Business

Supports Capital One Spark Business cards and accounts.

All Account Types

Checking, savings, money market, and credit cards.

Historical Data

Import your Capital One transaction history.

Browser-Based Privacy

Your Capital One data never leaves your computer.

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

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

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Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

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Files process entirely in your browser. We're GDPR compliant with TLS encryption.

Can I get a refund?

Yes! Full refund within 14 days if no credits used. Partial refund for unused credits anytime. Contact sup@spreadsheetbroccoli.com.

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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 'QFX (Quicken)' or 'OFX' format for complete transaction details. CSV also works but may have less metadata.
Yes! This tool fully supports Capital One 360 checking, savings, and money market accounts.
Yes, all Capital One credit cards (Venture, Quicksilver, Savor, VentureOne, etc.) can be downloaded and imported.
Yes! Spark Business checking, savings, and credit cards are fully supported.
Capital One typically provides 2-7 years of transaction history depending on account type.
Capital One supports QFX, OFX, and CSV formats. QFX/OFX formats provide complete transaction details and are recommended for seamless imports into QuickBooks Desktop.
Update QuickBooks Desktop to the latest version, verify all pending transactions are accepted, and try reconnecting your Capital One account. If issues persist, contact QuickBooks support.
Review transactions for matching dates and amounts, identify duplicates (often from manual entries), and delete them using QuickBooks Desktop's transaction deletion feature after backing up your file.
Yes, you can connect multiple Capital One accounts with different card numbers. Parent and child account limitations exist—child cards may require manual transaction coding.
Accept, match, or delete all pending transactions before editing bank settings or attempting new imports. QuickBooks won't allow changes until pending transactions are resolved.