Comments on: Importing QFX / OFX into QuickBooks as QBO

By: Monica

Monica — Tue, 16 Feb 2010 17:11:02 +0000

Did you find the solution? I changed all the OFX to QBO (right or wrong?) and it get the import window to open (also removed banking info). But when I click the box for “import now” nothing happens. What am I doing wrong?

By: Alan

Alan — Fri, 12 Feb 2010 01:20:48 +0000

Hope the moderator can delete my previous messages.
Left the ‘II’ symbol (indicate tab?) after the tag data text in the QIF file, and the conversion from QIF to QBO worked fine just changing the , , and data.
Thanks again to Jason !

By: Jeff

Jeff — Wed, 10 Feb 2010 01:36:49 +0000

I was very confused by your post, but I finally seemed to figure it out.

For those who are confused, this is what you do:
1. You HAVE to get an actual QBO from another bank. I have multiple checking accounts, so this was easy.

2. Open the QBO and find the , , values. Example: bank 123456 123456

3. Open the QFX file, find the same values from above and replace them with the other banks values.

6. Save as .QBO

7. In quickbooks File > Import > Web Connect. Select the account you want to import to.

Basically, Quickbooks looks for those values to see if the bank “supports” Quickbooks. You’re tricking Quickbooks into thinking that your bank supports the software. The files are exactly the same except for those values.

By: Melissa

Melissa — Sun, 07 Feb 2010 19:53:06 +0000

Brilliant! Thank you!

By: jASON

jASON — Mon, 01 Feb 2010 21:59:14 +0000

HUH? what do you actually change in wordpad from the original file? what are you supposed to change it to? please detail?

By: lolo

lolo — Fri, 11 Dec 2009 03:05:25 +0000

I almost got it working, however I got a QOB from another institution.

I was trying to get credit card statements from one institution as opposed from bank accounts from my other institution.

When I import it, it tries to import it to an account it doesn’t recognize.

Any ideas?
Thanks is advance.

By: lolo

lolo — Fri, 11 Dec 2009 02:37:05 +0000

I too have tried, and can’t seem to get it to work.

Anyone that has got it work, any words of advice would be greatly appreciated.

By: Dewaldt

Dewaldt — Sat, 22 Aug 2009 10:35:28 +0000

I do not have a qbo file so I can see what fields to change please give me detailed instruction on what to change in the ofx file please…

By: 2StepsForward

2StepsForward — Wed, 17 Jun 2009 23:39:07 +0000

Re:Importing QFX / OFX into QuickBooks as QBO

Jason, would you please provide a more detailed instruction for the posting above.

I consider myself computer savvy, but I’m not a programmer. I played around with your process, but couldn’t get it to work.

I got the qbo file to trigger QuickBooks’ importing dialogue box, but then it would not recognize the file. It would just open up a previous bank’s downloads.

I’m determined not to spend money on expensive apps. I’d appreciate your help.

By: jasonb

jasonb — Mon, 13 Apr 2009 15:20:52 +0000

The pleasure continues to be all mine!