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into for Quicken

FileInto turns a Square transactions CSV into a Quicken .QFX file with sales and Square processing fees split out.

  • Never uploaded, stays on your device
  • Free preview
  • Opens in Quicken
How to get the file from Square
  1. In the Square Dashboard, open Payments, then Transactions.
  2. Set the date range you need.
  3. Click Export and choose Transactions CSV.
  4. Drop the downloaded file below.
Drop your bank file hereCSV or Excel from any bank, card, PayPal, Stripe or Square.Stays on your device. Never uploaded.

Have a different file, or need a different one? Click or above.

How to import the QFX file into Quicken

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.

What FileInto looks for in your file

ColumnExamplesNotes
Date10/01/2026The sale date.
Description2 x Latte, 1 x CroissantThe items sold. Fee lines keep it in the memo.
Total Collected and Fees$22.53 and -$0.71Total Collected (with tax and tips) becomes the sale; Fees becomes a separate Square fee line.

Problems and fixes

Quicken shows only the net amount
Leave "Split fees into their own lines" on. Each Square sale then comes in at its full amount with a separate Square fee line, so income and fees are both right.
Pending or failed payments are missing
They are skipped on purpose. Only completed payments belong in your books; export again after Square finishes them.
The same payments appear twice
Each line gets a fixed id from its date, amount and description, so importing the same export again is skipped by Quicken. Overlapping date ranges from different exports can still duplicate; export non-overlapping ranges.
Payouts look like expenses
Payouts move money from Square to your bank. In Quicken, match or categorize them as a transfer to your bank account, not an expense.
Quicken says it can’t import the file or shows an OL- error
Quicken checks the institution named in the QFX file against its own list. FileInto writes a listed institution. If Quicken still refuses, write to us with your Quicken version and the exact error code.
Quicken asks to create a new account
Choose Link to an existing account. Quicken matches on the account number in the file, so entering the last digits of your real account number in Settings makes linking automatic next time.
Dates are wrong by months
Your bank uses day-first dates. Set "Dates in your file" to Day first.

Questions

Why use Total Collected and not Net Sales?
Total Collected is what the customer paid, including tax and tips, which is the money that moved. Net Sales leaves those out.
What is a QFX file?
QFX is Quicken’s version of the OFX banking format, also called Web Connect. It carries transactions with ids so Quicken can skip ones it already has.
Which account should I import into?
Create a separate account in Quicken named Square. Sales and fees land there, and Square payouts become transfers to your real bank account.
Is my Square file uploaded?
No. FileInto converts it 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.
Can I get a QuickBooks file instead?
Yes. Switch "Save as" to QBO, or use the Square to QuickBooks converter.
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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