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Rose-A
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A warm welcome to the Community, PromotionsEtc.

I'm here to help you get the OFX file so you can download and update your bank transactions in QuickBooks Online. Let's get started.

 

The OFX file is also known as a WebConnect file. This format gets transactions from a financial institution and widely supported by QuickBooks Online. The OFX format allows extended variants of itself. Extended OFX variants should be compatible and provide additional details.

 

You can download transactions from your bank’s website into QuickBooks using our WebConnect feature.

 

Download transactions from your bank's website:

 

  1. Sign in to your bank's website.
  2. Follow your bank's online process to download your transactions to your computer.
  3. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions.
    If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. If you overlap date ranges, you may end up with duplicate transactions, which you must then delete or exclude. Because QuickBooks Online only supports files sizes up to 350 KB (kilobytes), if you're downloading a lot of transactions, you may need to download smaller date ranges.
  4. Choose a supported file type for the download file. If you attempt to upload a file in an unsupported format, you will receive an error message.
  5. Note the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.

Upload the file to your QuickBooks Online company:

 

  1. From the left menu, select Banking, and choose Banking.
  2. From the Update drop-down menu, select File Upload
  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields. You can also upload CSV bank transactions through the Import Data page. To do so, select the Gear icon, and, under Tools, select Import Data, then select Bank Data.
  7. Select Next.
  8. Select Let's go! (or Finish).

You can get more details in this article: https://quickbooks.intuit.com/community/Help-Articles/How-to-upload-more-than-90-days-of-bank-transa....

 

Should you need more help with downloading and updating your bank transactions, please let me know. I'm here to help.

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