Question

BANK DOWNLOADS ACCOUNT QBO file - TURNS INTO OFX file. Won't open or download into QB DESKTOP PRO 2020?

Forum|Forum|6 years ago
May 17, 2020
18 replies
93 views

On my Windows 10 laptop, When Importing or using Web Connect Download from Bank (Bank shows downloading a Quickbooks QBO file). Why once it is downloaded, does the file become an OFX file. I try to open the OFX file in my new QB Desktop 2020 and the result is "No new transactions available" response in QB. This is extremely frustrating. The bank guarantees that it's download is providing a QBO file to me and the bank has had NO COMPLAINTS from thousands of customers using their Account Downloads system (selecting bank's Quickbooks QBO file option). I've tried both Chrome and Internet Explorer 11 browsers to open the Bank's website and download the account file - but once it is downloaded, it somehow turns into an OFX file. When I click the final SEARCH button in the Bank's account download file section there is a

YELLOW BOX asking "Do you want to open or save Export.qbo (836 bytes) from imanage.ebanking-services.com? The options are OPEN; SAVE; or (OPEN & SAVE). EITHER WAY, once the file downloads from the Banks' website, it turns into an OFX file!!!! I have tried all options with this file: (1) OPEN - QB asks "Import new transactions now" or "Save transactions to a file" BOTH OF THESE QB OPTIONS -QB Pop-Up says the same "No new transactions available"; (2) SAVE - Save on Desktop; then open in QB (using correct matching bank account) result in the same QB Pop-up "No new transactions available" response in QB. HOW DO I GET THE BANK DOWNLOAD TO STAY A QBO FILE SO IT CAN WORK WITH QUICKBOOKS DESKTOP PRO 2020?

QuickBooks Desktop

JessT

Moderator

I would feel the same way if I were in your situation, GK07.

I know that you've been through a lot, so let's go straight to your option so you can upload your transactions.

What you can do with your QFX file is convert it to QBO. I saw some posters that shared links about converters. You can use them at your discretion.

Here are the links to their posts:

On the other hand, I acknowledge the fact that your bank's support guarantees you that you will get a QBO file using the steps you mentioned. However, I think they need to check this out since you ended up getting a QFX file instead of QBO. We have no control over this behavior because this is done on your bank's platform. Have you tried connecting your account instead?

Your next step is to add or match your transactions.

If you have any other questions about bank feeds, please let us know.