How to import a QFX file into Quicken
By the FileInto team · Updated November 12, 2026
Quick answer
In Quicken for Windows choose File, File Import, Web Connect (.QFX) File. On a Mac choose File, Import, Bank or Brokerage File (OFX, QFX). Pick the account and review the new transactions. Quicken needs an active subscription to accept the file.
Before you start
Web Connect means you download a .qfx file from your bank’s website and import it yourself. Quicken checks every file with its online services before it imports anything, so two things have to be true:
- Your Quicken subscription is active. An expired subscription blocks Web Connect imports.
- Your Quicken version is still supported. Old versions lose online services, and Web Connect with them.
Import a QFX file in Quicken for Windows
Download the file from your bank
On your bank’s website, find Download or Export, pick the Quicken or Web Connect (.qfx) format and a date range, and save the file.
Open the import
In Quicken, choose File, then File Import, then Web Connect (.QFX) File. You can also start from the account register: click the gear icon and choose Import transactions from Bank website.
Pick the account
Choose the Quicken account the transactions belong to, or let Quicken create a new one. Linking to the right existing account keeps the history in one place.
Review and accept
Quicken shows the downloaded transactions for review. Accept them to add them to the register. Ones Quicken has already seen, matched by the bank’s transaction ID, are skipped.
Import a QFX file in Quicken for Mac
- Choose File, then Import, then Bank or Brokerage File (OFX, QFX).
- Select the .qfx file.
- Pick the account to add the transactions to, then review them.
When Quicken won’t take the file
Quicken lists these causes on its Web Connect troubleshooting page.
Check your computer’s date and time
Error OL-221 can come from wrong date and time settings. Fix them in your system settings, then import again. If the error stays, the file itself may be damaged: download it from your bank again.
Check that your bank still offers Web Connect
When a bank drops Web Connect, Quicken can no longer authorize its files, and the import fails. Your bank’s help pages or Quicken’s list of participating banks will say.
Check where the file came from
Quicken doesn’t support QFX files made by conversion software and won’t help with them. If you made the file from a CSV, Quicken’s own CSV import is the officially supported route: see how to import a CSV into Quicken.
If your bank only gives you a CSV
Many banks now offer CSV or Excel only. You have two options:
- Quicken’s CSV import: supported by Quicken, but the columns must be in Quicken’s exact layout and it doesn’t skip duplicates.
- Make a QFX file: FileInto’s CSV to QFX converter turns the CSV into a Web Connect file with transaction IDs, in your browser, without uploading it.