Convert SoFi CSV to QBO / QFX / OFX
Drop your SoFi CSV or Excel export below and get a SoFi → QuickBooks/Quicken/Xero file in seconds. Private — nothing leaves your browser.
Advanced — bank identifiers (for "file not recognized" issues)
QuickBooks/Quicken use INTU.BID to recognize the file. Pick your bank above to autofill, or paste your own.
Free: up to 25 transactions per file. Pro (one-time $29): unlimited.
How to export your transactions from SoFi
SoFi (SoFi Checking and Savings / SoFi Money) does NOT offer QFX/QBO/OFX Web Connect or Direct Connect — there is no INTU.BID. It does offer a CSV export: sign in on the web at sofi.com (the CSV export is generally available on the website, not the mobile app), open the Banking account, go to the Transactions/Activity view, set a date range or filter, and use the Download/Export to CSV option. Monthly statements are also available as PDF. Typical CSV columns: Date, Description, Type, Amount, Current Balance (some exports include a Status column). Quirks: (1) single signed Amount column (negative for debits) rather than separate debit/credit columns; (2) dates are MM/DD/YYYY (MDY); (3) header row present. For QuickBooks Online, SoFi connects only via aggregation (Plaid). Our page's value: 'SoFi gives CSV only — here's the exact export and how to convert it to a QBO QuickBooks Desktop will import.'
Once you have the file, drop it into the converter above. LedgerBridge auto-detects the date, amount and description columns — adjust the mapping if needed, choose QBO for QuickBooks (or QFX for Quicken, OFX for Xero), and download.
Tips for SoFi files
- Choose MM/DD/YYYY as the date format if auto-detect guesses wrong.
- If withdrawals come in as positive numbers, tick “Flip amount sign”.
- For credit-card exports, set the account type to Credit card.
- If QuickBooks rejects the file, open Advanced and confirm the INTU.BID — selecting “SoFi” in the bank dropdown autofills it.
FAQ
How do I export a CSV from SoFi?
SoFi (SoFi Checking and Savings / SoFi Money) does NOT offer QFX/QBO/OFX Web Connect or Direct Connect — there is no INTU.BID. It does offer a CSV export: sign in on the web at sofi.com (the CSV export is generally available on the website, not the mobile app), open the Banking account, go to the Transactions/Activity view, set a date range or filter, and use the Download/Export to CSV option. Monthly statements are also available as PDF. Typical CSV columns: Date, Description, Type, Amount, Current Balance (some exports include a Status column). Quirks: (1) single signed Amount column (negative for debits) rather than separate debit/credit columns; (2) dates are MM/DD/YYYY (MDY); (3) header row present. For QuickBooks Online, SoFi connects only via aggregation (Plaid). Our page's value: 'SoFi gives CSV only — here's the exact export and how to convert it to a QBO QuickBooks Desktop will import.'
Is my SoFi data uploaded anywhere?
No. The conversion happens entirely in your browser. Your statement and account number never leave your device — safe even for client confidentiality requirements.
Will the file import into QuickBooks?
Yes. We generate a valid OFX 1.0.2 (SGML) document with the correct header and identifiers. Convert a small file free first to confirm it imports cleanly, then unlock unlimited.