Convert PDF to OFX: Universal Accounting Software Import Format
Convert your bank statements to OFX format compatible with QuickBooks, Xero, Sage and other accounting software. Complete guide.
Convert your bank statements to OFX format compatible with QuickBooks, Xero, Sage and other accounting software. Complete guide. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.
How does it work?
ClearVault offers tools to process PDF bank statements, invoices and other financial documents efficiently. Everything runs in your browser: no uploads to external servers, and files are automatically deleted after 24 hours.
Step by step
Upload a PDF document
Pick the desired output format
Verify the preview
Download or share the result
IRS compliance & record keeping
IRS record retention: 7 years. Official standard: QFX (Quicken), OFX and CSV.
Need to do this for many statements? Upload your PDF on the <a href="/en-us/">homepage</a> and get CSV, QBO or OFX in seconds.
Domande Frequenti
Come convertire un estratto PDF PDF in CSV/MT940?
Carichi il PDF, scelga CSV/MT940 e scarichi subito.
Quali software contabili supportano CSV/MT940?
Compatibile con Zucchetti, TeamSystem, Fattureincloud, QuickBooks.