Accounting Software Integrations

OFX integrations.
Making business easy.

Not all features are available on each OFX plan. Please check our pricing plans to learn more.

What accounting platforms does OFX integrate with?

OFX offers integration with popular accounting platforms like QuickBooks and Xero, supporting real-time, 2-way sync for automatic reconciliation. We’re always working to expand our integration capabilities and looking to add more platforms soon.

What are the benefits from integrating OFX with accounting platforms?

Integration removes the need to manually re-enter financial data between OFX and your accounting software. Once connected, your transactions, expenses, bills, and payments flow automatically into your accounting software.

This helps you:

  • Eliminate double entry. No more manually inputting transactions across platforms.
  • Reduce reconciliation mistakes by ensuring data stays consistent and up to date across platforms.
  • Save time on admin tasks, freeing up space for more strategic work.
  • Improve accuracy with automated matching of payments to invoices and bills.

By syncing OFX directly with your accounting software, your finance teams can work faster, more confidently, and with fewer costly errors.

How does OFX integrate with QuickBooks Online?

OFX connects seamlessly with QuickBooks to automatically sync your transactions, bills, and payments. Our powerful 2-way sync, reduces manual entry, simplifies reconciliation, and keeps your books accurate, so you can focus on running your business.

How does OFX integrate with Xero?

OFX uses 2-way sync, so your chart of accounts, bills, expenses, payments, and transactions are automatically imported into with Xero, so your records are always up to date.

Are there any technical requirements to integrate Xero or QuickBooks Online with my OFX Global Business Account?

OFX’s integrations are designed to be user-friendly. No special technical expertise is required.

Once you have an active OFX Global Business Account and a valid subscription to QuickBooks or Xero, you can connect the platforms directly through your OFX dashboard in just a few clicks.

The integration process doesn’t require coding or custom setup. OFX handles the connection securely through an API. After linking your accounts, transactions flow automatically into your accounting software. Reconcile payments, sync expense categories, and keep your books up to date without manual entry.

If you need technical support at any stage, there’s always 24/7 real human support to guide you through the setup or troubleshoot any issues. Contact us anytime.

What if my accounting platform isn’t supported with OFX?

You can export OFX data as a CSV file and manually upload it into your accounting software. We’re working to expand our integration capabilities and looking to add more platforms soon.