Home › Convert a bank statement PDF toward OFX import
OFX is the format behind QBO and QFX bank files. This page explains how statement PDFs become structured transaction data for OFX-importing software.
OFX (Open Financial Exchange) is the standard format banks use to deliver transactions to accounting software. QuickBooks Desktop's QBO files and Quicken's QFX files are OFX variants. Software that imports OFX needs, for each transaction: a date, a description, a signed amount and, where available, the running balance.
The converter extracts exactly those fields from a statement PDF, normalizes them into standard columns, verifies them against the statement's balances, and exports them (Excel, CSV, QuickBooks and Xero layouts), ready for OFX-based workflows in tools such as Quicken and QuickBooks Desktop.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
No. A PDF is a print layout; an OFX file is structured data. Converting means reading the transactions out of the PDF layout and writing them as data — which is what the converter does.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
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Statement converters for banks in Afghanistan · Albania · Australia · Austria · Bahrain · Bangladesh · Barbados · Bermuda · Bhutan · Brazil · Brunei · Canada · China · Colombia · All 68 countries
Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.