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Wells Fargo CSV into QuickBooks and Quicken

FileInto turns a Wells Fargo comma-delimited download into a QuickBooks .QBO or Quicken .QFX file in your browser, even though Wells Fargo files have no header row.

What FileInto handles in Wells Fargo files: no header row; check numbers in their own column; long descriptions. Details

Download the CSV from Wells Fargo
  1. Sign in to Wells Fargo online banking and choose Download Account Activity.
  2. Pick the account and the date range.
  3. Choose Comma Delimited as the format and download.
  4. Drop the file below.

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.

Using Quicken? Set Save as to QFX, or open the CSV to QFX converter. For Xero or GnuCash, choose OFX.

What's different about Wells Fargo files

No header row
Wells Fargo CSV files start straight with data: date, amount, an asterisk, check number and description. FileInto works out each column from its values.
Check numbers in their own column
The fourth column holds check numbers; pick it as the Check number column if you want them in QuickBooks.
Long descriptions
Descriptions like "PURCHASE AUTHORIZED ON 10/02 ..." are kept in full in the memo; the payee field is shortened to what QuickBooks allows.

How to import the file

QuickBooks Online

  1. Go to Bank transactions (under All apps, then Accounting, or under Transactions on some plans).
  2. Open the Link account menu and choose Upload from file.
  3. Drag in the .qbo file from FileInto and pick the QuickBooks account it belongs to.
  4. Review the new transactions on the For review tab, then categorize and add them.

QuickBooks Desktop

  1. Go to Banking, then Bank Feeds, then Import Web Connect Files.
  2. Select the .qbo file from FileInto.
  3. Choose Use an existing QuickBooks account and pick the account, then Continue.
  4. Open the Bank Feeds Center to review and add the transactions.

Quicken for Windows

  1. Go to File, then File Import, then Web Connect (.QFX) File.
  2. Select the .qfx file from FileInto.
  3. Choose Link to an existing account and pick the account, then Continue.
  4. Accept the downloaded transactions in the account register.

Quicken for Mac

  1. Go to File, then Import, then Bank or Brokerage File (OFX, QFX).
  2. Select the .qfx file from FileInto.
  3. Pick the Quicken account to add the transactions to.
  4. Review the new transactions in the account.

Questions

Why is there no header in my Wells Fargo file?
That is how Wells Fargo exports comma-delimited activity. It is normal, and FileInto handles it.
Does it work for Wells Fargo credit cards?
Yes. Set Account type to Credit card before downloading the converted file.
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.

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