FORMAT LIBRARY

Financial file format guides

Understand the formats used by banks, spreadsheets, QuickBooks, Quicken and Tally before you convert or import financial data.

A bank statement is an official account activity record that may be delivered as a native PDF, scanned PDF, spreadsheet, or bank-specific export.

CSV is a plain-text table format in which records are separated by lines and fields by delimiters such as commas.

Excel workbooks store structured rows in XLSX sheets with formatting, filters, formulas, and typed cells.

IIF is a tab-delimited import and export format associated with QuickBooks Desktop.

Open Financial Exchange is a structured financial data specification used to exchange account and transaction information.

QBO is a QuickBooks Web Connect file based on the OFX family and tailored for importing bank activity into QuickBooks.

QFX is Quicken's Web Connect financial transaction format and is closely related to OFX.

Quicken Interchange Format is a line-oriented legacy format used to move account, category, and transaction data.

PDF is a fixed-layout document format intended for reliable reading, sharing, printing, and archiving.

Tally workflows import structured vouchers and ledger entries into Tally accounting products.