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.
OFX to QuickBooks Desktop — IIF Converter
Import bank transactions from OFX, QFX, or QBO files directly into QuickBooks Pro, Premier, or Enterprise.
How It Works
Download
Download OFX/QFX/QBO file from your bank's website
Upload
Upload the file and configure your account names
Convert
Download the .iif file
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
One row per bank transaction
FITID,
DTPOSTED,
TRNAMT,
NAME
Hierarchical structure for QuickBooks Desktop import
Why Convert OFX to IIF?
The Bank Feed Alternative
What This Tool Does
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?
OFX/QFX/QBO Support
Works with all major bank download formats.
Balanced Transactions
Every transaction has proper double-entry (debit = credit).
Account Mapping
Configure bank, income, and expense account names.
Desktop Compatible
Works with QuickBooks Pro, Premier, and Enterprise.
Check Number Preservation
Check numbers from OFX are preserved in IIF output.
Browser-Based Privacy
Files process locally. Your bank data never leaves your computer.
Frequently Asked Questions
Banking → Quickbooks Desktop Data Ecosystem
All available data flows from Banking to Quickbooks Desktop
Date → DATE
Amount → AMOUNT
Payee → NAME
FITID → DOCNUM
DTPOSTED → DATE
TRNAMT → AMOUNT
Date → DATE
Amount → AMOUNT
Payee → NAME