# Convert SoFi CSV to QuickBooks (.QBO)

_Canonical: https://qbomaker.com/banks/sofi.html_

SoFi does give you a real CSV export, and that's good news, because plenty of digital banks don't. From the desktop site you can open a Checking or Savings account, hit the gear icon, choose Export Transactions, pick a date range (up to two years) and download a CSV. What SoFi does not offer is any QuickBooks-friendly format: no .QBO, no .QFX, no .OFX, and the export is limited to Checking and Savings (SoFi Credit Card, Invest and loans have no CSV option).So you're left bridging a CSV into QuickBooks. QuickBooks Desktop won't accept CSV at all, and QuickBooks Online's importer often mismaps SoFi's columns or stumbles on the date format. QBO Maker takes the SoFi CSV you already have and rewrites it as a clean OFX/QBO file QuickBooks reads natively, signs preserved, dates normalized, no manual column mapping.Conversion is entirely client-side: your SoFi activity stays in your browser and is never uploaded. Export your two-year CSV from SoFi, then run it through the converter to get an import-ready .QBO (or a .QFX if you're on Quicken).

## Steps

1. Export your transactions from SoFi online banking as CSV or Excel.
2. Open the QBO Maker converter and drop the file in.
3. Confirm the auto-detected date, amount (or separate debit/credit) and description columns.
4. Choose .QBO as the output and click download.
5. In QuickBooks Online: Transactions → Bank transactions → Upload from file, then select the .QBO. In Desktop: Banking → Bank Feeds → Import Web Connect File.

**Does SoFi export a QBO or OFX file for QuickBooks?**
No. SoFi's only structured export is CSV, there's no .QBO, .QFX or .OFX option. Download the CSV from the SoFi website and convert it with QBO Maker to get a file QuickBooks Desktop or Online will import.

**How do I export my SoFi transactions to CSV?**
On the SoFi website, open the Banking tab, select your Checking or Savings account, click the gear icon, choose Export Transactions, set a date range (up to two years), and click Export to download the CSV. This isn't available in the app.

**Can I convert my SoFi Credit Card transactions too?**
Only if you can get them into a CSV or Excel file first. SoFi's native export doesn't include the credit card, Invest or loans, QBO Maker converts whatever CSV/Excel you supply, but it can't pull data SoFi doesn't export.

**Is my SoFi data uploaded anywhere?**
No. QBO Maker runs the conversion in your browser. Your SoFi CSV is never sent to a server and nothing is stored, you can even check the output on the validator before importing.

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Convert free at https://qbomaker.com/#tool, runs entirely in your browser.