Quicken accepts QBO (OFX) files
Quicken accepts QBO files — the same OFX format used by QuickBooks. Documentric exports OFX 2.1 standard files that are compatible with all current Quicken subscriptions (Classic, Deluxe, Premier, and Home & Business). No version-specific settings required.
Upload any PDF bank statement — scanned or digital. Documentric uses AI-powered OCR to identify and extract every transaction row.
Every extracted transaction is shown in an editable table. Correct any OCR errors before the file is generated — your Quicken data stays clean.
Download the .qbo file, then import in Quicken via File > Import > Bank or Brokerage File. Quicken maps transactions to the correct account automatically.
All current Quicken subscriptions support OFX file import via the same menu path.
Every .qbo file Documentric generates conforms to the OFX 2.1 specification — the standard Quicken reads natively. No format errors, no manual adjustments.
One export covers every current Quicken product. Whether you use Classic, Deluxe, Premier, or Home & Business, the same .qbo file imports correctly.
Every extracted transaction is visible in an editable table before the .qbo file is created. Fix any parsing error so your Quicken register stays accurate.
Your bank statement is sensitive personal data. All uploaded files are automatically deleted within 24 hours. Nothing is retained beyond what is needed to generate your export.
Using both Quicken and QuickBooks?
Both applications accept the same .qbo (OFX) file format. A single export from Documentric can be imported into Quicken for personal finance tracking and into QuickBooks for business accounting. No need to generate separate files for each application.
Quicken supports both QIF (the older format) and QBO/OFX (the modern standard). Documentric exports QBO (OFX 2.1), which Quicken prefers. QBO files include transaction IDs that prevent duplicates — an advantage QIF does not have. Use the .qbo file from Documentric for best results.
Documentric exports OFX 2.1, which is supported by all current Quicken subscriptions: Quicken Classic, Deluxe, Premier, and Home & Business. The import path is File > Import > Bank or Brokerage File in all versions.
Open Quicken and go to File > Import > Bank or Brokerage File. Select the .qbo file you downloaded from Documentric. Quicken will ask you to link the file to an existing account or create a new one. Once linked, all transactions are imported and matched against the account register.
Quicken is personal finance software designed for household budgeting, investment tracking, and personal banking. QuickBooks is business accounting software for invoicing, payroll, and bookkeeping. Both accept the same .qbo (OFX) file format — a single Documentric export works for either application.
Documentric gives you 50 free pages with no account required. Upload your PDF, review the extracted transactions, and download the .qbo file — all free on your first 50 pages. No credit card needed to get started.