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.
Chase to QuickBooks Desktop — Import Bank 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
One-time payment
256-bit SSL encryption
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 Chase 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 QFX/CSV from chase.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 Chase Transactions
Downloading from Chase
1. Log in to chase.com or the Chase Business website
2. Go to your account and select "Download account activity"
3. Choose date range (up to 7 years of history available)
4. Select format: **Quicken (QFX)** or **Spreadsheet (CSV)**
5. Click Download
Note: Chase calls their OFX files "Quicken" format. Both QFX and OFX work.
Chase File Formats
Chase offers several download formats:
- **Quicken (QFX)** - Recommended, contains all transaction details
- **CSV/Excel** - Good for custom processing
- **PDF** - Not supported (use QFX or CSV instead)
This tool accepts Chase QFX, OFX, 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?
Chase QFX Support
Full support for Chase's Quicken download format.
All Chase Accounts
Works with checking, savings, and credit cards.
7 Years History
Import up to 7 years of Chase transaction history.
Business & Personal
Supports Chase Business and Chase Personal accounts.
Chase Ink Cards
Import Chase Ink credit card transactions.
Browser-Based Privacy
Your Chase data never leaves your computer.
Frequently Asked Questions
We recommend the 'Quicken (QFX)' format which contains all transaction details. CSV also works but may have less detail.
Chase allows downloads of up to 7 years of transaction history.
Yes! This tool works with both Chase Personal and Chase Business account downloads.
Yes, all Chase credit cards (Ink, Sapphire, Freedom, etc.) can be downloaded as QFX and imported.
Direct Connect requires a monthly fee and doesn't give you control over which transactions import. This tool is free and gives you full control.
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