Bank of America CSV into QuickBooks and Quicken
FileInto turns a Bank of America CSV download into a QuickBooks .QBO or Quicken .QFX file in your browser, skipping the summary rows Bank of America puts at the top.
What FileInto handles in Bank of America files: summary block at the top; "Beginning balance" row; amounts with thousands separators. Details
Download the CSV from Bank of America
- Sign in to Bank of America online banking and open the account.
- Choose Download (above the transaction list).
- Pick the date range and the Microsoft Excel (.csv) format, then download.
- Drop the file below. If your account still offers a QuickBooks or Quicken format, you can use that directly instead.
Menus as of November 2026. Banks move them now and then; if a step looks different, tell us.
Drop your bank file hereCSV or Excel from any bank, card, PayPal, Stripe or Square.Stays on your device. Never uploaded.
You have
On this device onlyPreview
| Date | Description | Amount |
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Download
You get
Made on your device. Nothing was uploaded.
Using Quicken? Set Save as to QFX, or open the CSV to QFX converter. For Xero or GnuCash, choose OFX.
What's different about Bank of America files
- Summary block at the top
- Bank of America checking exports start with beginning balance, total credits, total debits and ending balance before the real header. FileInto finds the real header and starts there.
- "Beginning balance" row
- The first data row is the opening balance with no amount. It is skipped and listed under rows skipped.
- Amounts with thousands separators
- Values like "2,150.00" in quotes are read correctly.
How to import the file
QuickBooks Online
- Go to Bank transactions (under All apps, then Accounting, or under Transactions on some plans).
- Open the Link account menu and choose Upload from file.
- Drag in the .qbo file from FileInto and pick the QuickBooks account it belongs to.
- Review the new transactions on the For review tab, then categorize and add them.
QuickBooks Desktop
- Go to Banking, then Bank Feeds, then Import Web Connect Files.
- Select the .qbo file from FileInto.
- Choose Use an existing QuickBooks account and pick the account, then Continue.
- Open the Bank Feeds Center to review and add the transactions.
Quicken for Windows
- Go to File, then File Import, then Web Connect (.QFX) File.
- Select the .qfx file from FileInto.
- Choose Link to an existing account and pick the account, then Continue.
- Accept the downloaded transactions in the account register.
Quicken for Mac
- Go to File, then Import, then Bank or Brokerage File (OFX, QFX).
- Select the .qfx file from FileInto.
- Pick the Quicken account to add the transactions to.
- Review the new transactions in the account.
Questions
- Why did Quicken stop downloading my Bank of America transactions?
- Banks change or drop their direct Quicken connections from time to time. Downloading the CSV and converting it here gets the same transactions into Quicken as a QFX file, whatever the connection status.
- Does it work for Bank of America credit cards?
- Yes. Set Account type to Credit card. Card exports list purchases and payments with their own signs, which FileInto keeps.
- Is my bank file uploaded?
- No. FileInto reads and converts the file inside your browser tab. Your file never reaches our servers, and nothing about it does either: not its name, its size or how many rows it has.
- What are the limits?
- Files up to 25 MB. Every file gets a full preview free. Downloads up to 25 transactions are free, no account needed; a Day Pass ($9 for 24 hours) or Unlimited ($7 a month) has no row limit. It works in current versions of Chrome, Edge, Safari and Firefox, on computers and phones.