How it works

From local file to reviewed download in five steps.

The core workflow runs in browser memory. BankFileKit does not need an application-server copy of the source file.

Open the CSV formatter Read the privacy boundary

1. Choose one supported file

Select the file on the relevant tool page. The current limit is one file at a time, up to 20 MB and 50,000 transaction rows.

2. Read it in the browser

The browser reads the file into memory and uses the local parser for that route. The source is not posted to a BankFileKit server, AI service, or analytics provider.

3. Confirm ambiguous choices

For CSV or Excel input, confirm field mapping, date interpretation, output layout, and account type when the workflow requires them. Ambiguous dates block download until confirmed.

4. Review rows and warnings

Check row counts, dates, descriptions, signed amounts, blocking errors, and possible-duplicate warnings. BankFileKit does not silently remove a possible duplicate.

5. Generate and download locally

The browser creates the output Blob and starts the download. Review the result before import, and always keep a backup of the relevant QuickBooks company file.

Aggregate analytics only

Cookie-free Vercel Web Analytics receives page data and a strict allowlist of coarse tool fields. It never receives filenames, transaction content, accounts, dates, descriptions, balances, or amounts.

Current workflows

Choose the route by input and intended output.

QBO and OFX readers create audit CSV files. They do not turn every financial format into a universal QuickBooks import file.

Bank CSV or Excel → QuickBooks CSV

Use CSV, TXT, XLS, or XLSX input to prepare a documented 3-column or 4-column QuickBooks Online bank CSV.

Open the CSV formatter.

QBO → audit CSV

Read one supported QBO Web Connect statement and export supported transaction fields and available statement metadata for review.

Open the QBO reader.

OFX → audit CSV

Read one supported OFX bank or card statement and export supported fields to a local audit CSV.

Open the OFX reader.

CSV or Excel → candidate QBO

This is a free experimental beta for cautious QuickBooks Desktop testing. It has not passed a real Desktop import matrix and is not guaranteed compatible.

Open the CSV to QBO beta.

Not supported

BankFileKit does not currently provide PDF or image OCR, QIF, QFX, IIF, QBW or QBX conversion, bank login or API connections, investment or loan OFX support, automatic categorization, reconciliation, or tax advice.