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Chase to QuickBooks Desktop — Import Bank Transactions
or drop files here .ofx, .qfx, .qbo, .csv (up to 50 MB)
Free 5-row preview · Most files ~$5 · No sign-up required
Invoice import blocked if Sales Tax enabled in QBO
Convert Complete
Your converted file is ready!
Download now before closing this page
QuickBooks Desktop IIF Format
Showing valid rows only (download includes all rows + errors)
All rows valid
| $ |
|---|
+ more rows
valid rows
invalid rows skipped from preview
credits
| Row | Column | Value | Error |
|---|---|---|---|
Showing first 50 errors. more errors not shown.
more errors hidden. Download the full validation report to see all errors.
Validation Report Download
The download includes your original file with an added "Validation Error" column showing error messages for each row. Valid rows have an empty error column.
• credits
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Click any download button to use your credits
- Full CSV & Excel export
- Google Sheets export
- Instant browser download
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Just start processing on any tool page
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Tools processing starts from 5 credits. Then 1 credit = 1k rows. No sign-up needed.
OR
Monthly Bundles Pro
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/Credit
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Annual Discount
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Save 20% more
- Credits refresh monthly
- Priority processing
Purchase Credits
- Full CSV & Excel export
- Google Sheets export
- Instant browser download
for credits
256-bit SSL encryption
14-day money-back guarantee
PCI DSS compliant
Powered by Paddle
Do unused credits expire?
Do unused credits expire?
One-time credit bundles are valid for one year. Subscription credits refresh monthly. You can use credits across any tool, anytime.
Is my data secure?
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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Terms of service applies. VAT included where applicable.
What Our Users Say
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.
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!!
// PRICING //
Need more credits?
Pay as you go
Just start processing on any tool page
$1/credit
Tools processing starts from 5 credits. Then 1 credit = 1k rows. No sign-up needed.
OR
Credit Bundles
$
/Credit
One-time purchase
- No monthly commitment
- Credits valid for one year
- Access to all tools
- Full file downloads
Monthly Bundles Pro
$
/Credit
Best for professionals and content creators
Annual Discount
Per month, billed annually:
Save 20% more
- Credits refresh monthly
- Priority processing
Purchase Credits
- Full CSV & Excel export
- Google Sheets export
- Instant browser download
for credits
256-bit SSL encryption
14-day money-back guarantee
PCI DSS compliant
Powered by Paddle
Do unused credits expire?
One-time credit bundles are valid for one year. Subscription credits refresh monthly. You can use credits across any tool, anytime.
Is my data secure?
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.
Powered by
Paddle
Terms of service applies. VAT included where applicable.
Liked the preview?
Upload your actual file to get the real conversion
Convert Chase 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
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 Chase?
We recommend the 'Quicken (QFX)' format which contains all transaction details. CSV also works but may have less detail.
How far back can I download from Chase?
Chase allows downloads of up to 7 years of transaction history.
Does this work with Chase Business accounts?
Yes! This tool works with both Chase Personal and Chase Business account downloads.
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.
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?
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.
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
More credits - more savings
Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.
// PRICING //
Choose the plan that fits your needs
Pay as you go
Just start processing on any tool page
$1/credit
Tools processing starts from 5 credits. Then 1 credit = 1k rows. No sign-up needed.
OR
Credit Bundles
$
/Credit
One-time purchase
- No monthly commitment
- Credits valid for one year
- Access to all tools
- Full file downloads
Monthly Bundles Pro
$
/Credit
Best for professionals and content creators
Annual Discount
Per month, billed annually:
Save 20% more
- Credits refresh monthly
- Priority processing
Purchase Credits
- Full CSV & Excel export
- Google Sheets export
- Instant browser download
for credits
256-bit SSL encryption
14-day money-back guarantee
PCI DSS compliant
Powered by Paddle
Do unused credits expire?
One-time credit bundles are valid for one year. Subscription credits refresh monthly. You can use credits across any tool, anytime.
Is my data secure?
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.
Powered by
Paddle
Terms of service applies. VAT included where applicable.
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 '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 gives you full control.
PDF statements cannot be imported directly into QuickBooks Desktop. You must download transactions in OFX, CSV, or QBO format from Chase Online Banking instead.
Duplicates occur when you import the same file twice or mix manual entry with imports. Remove duplicates by unchecking them in reconciliation and deleting the extra transactions.
Chase files should not exceed 350 KB. For larger date ranges, download transactions in smaller batches and import separately.
After importing, go to Banking > Reconcile to match your QuickBooks register with your Chase statement. Mark each transaction as reconciled when verified.
QuickBooks Desktop doesn't support automatic Chase downloads. You must manually download and import transactions using Web Connect files regularly.
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
Alternative tools for Chase → QB Desktop:
- Big Red Consulting — QuickBooks file conversion and CSV/Excel to QuickBooks importer
- QuickConverter — CSV/QBO/QFX/OFX to IIF converter for QuickBooks Desktop
- ProperSoft — Desktop CSV to QBO/IIF converter for QuickBooks
- OFX Converter — Free online OFX/QFX/QBO to Excel/CSV converter
- SaaSant — Bulk import/export tool for QuickBooks and Xero transactions
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