OFX to IIF Converter: Complete Feature Guide & Reference
📄 Open the OFX to IIF Converter to try every feature described in this guide.
Open OFX to IIF Converter →Contents
What Is the OFX to IIF Converter?
The FinancialDataTools.com OFX to IIF Converter is a free, browser-based tool that transforms OFX files into IIF format. All processing runs entirely inside your browser tab — no file is ever transmitted to any server.
The converter is built for bookkeepers, accountants, and developers who need to work with financial data in IIF format without manual data entry or paid software.
Try the OFX to IIF Converter — runs entirely in your browser and never uploads your files.
Open the Converter →About the OFX Input Format
OFX is a widely used financial data format. The converter accepts .ofx, .qfx, .xml files. No pre-processing is required before loading — simply drop or open your file and the converter parses it automatically.
About the IIF Output Format
IIF is the output format produced by this converter. The output file preserves all data fields from your source OFX file and formats them according to the IIF specification. The output is ready for direct use in applications that accept IIF files.
Choosing the Right IIF Record Type
The record type selector in the toolbar determines which IIF record type is used. The available options and their typical uses are:
- TRNS — General journal transactions and bank transactions (most common)
- SPL — Split lines associated with a TRNS transaction block
- ACCNT — Chart of accounts entries
- CUST — Customer list records
- VEND — Vendor list records
- EMP — Employee list records
- INVITEM — Inventory item list records
- CLASS — Class list records
- OTHER — Any other IIF record type not listed above
Select the record type that matches your data. If you are importing bank transactions, choose TRNS. If you are importing a chart of accounts, choose ACCNT.
The Toolbar
The toolbar across the top provides all primary actions. Use Open to browse for your OFX file, or drag and drop the file onto the source panel. Once a file is loaded, click Convert to IIF to generate the output. Click Export IIF to download the result. The Reset button clears all state for a new conversion.
Source (OFX) Panel
The left panel shows your loaded OFX data as a table preview. Column headers from your source file are shown in the header row. For large files, the preview is capped at 500 rows — a notice is shown if your file exceeds this limit. The full dataset is always converted regardless of the preview cap.
Output (IIF) Panel
The right panel displays the converted IIF output. Before conversion it shows a placeholder. After clicking Convert to IIF, the panel renders the full output content. The panel is scrollable for any file size.
Output File Naming
The downloaded file is named to match your input file — only the extension is changed to .iif. This keeps your file set organised without requiring any renaming.
Privacy & Security
The OFX to IIF Converter is built privacy-first. Your file is parsed and converted entirely inside your browser tab using JavaScript — no file content is ever transmitted to any server. This makes the converter appropriate for sensitive financial data.
Closing the browser tab clears all data from memory. No data is written to localStorage or any persistent browser storage.
Use Cases
Importing bank OFX downloads into QuickBooks, converting Open Financial Exchange files to IIF for bulk transaction import, migrating OFX bank feeds to QuickBooks.