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Marie_K
Level 1

OFX data files and web connect

I am unable to import my OFX files, currently using Quickbooks Desktop Pro 2017.  Has there been a change where it is no longer supported?  Was there a change on 5/31/2020?  How do I fix this?

Solved
Best answer July 06, 2023

Best Answers
BigRedConsulting
Community Champion

OFX data files and web connect

To continue to import data from QBO download files once your version of QuickBooks has been 'sunsetted' by Intuit, as well as to import data from OFX and QFX files which won't normally work with any version of QuickBooks, use our OFX/QFX/QBO to IIF Converter .

 

It basically replaces the Bank Feeds center and creates IIF files containing complete transactions that are ready to be imported directly into your account registers.

View solution in original post

16 Comments 16
BigRedConsulting
Community Champion

OFX data files and web connect

Yes, 2017 was 'sunsetted' (disabled) in May, and then all things connected stop working.

PASC
Level 3

OFX data files and web connect

I have QuickBooks Desktop 2019 and since my client switched to Truist I can not download.

Truist Bank says it's because QuickBooks is converting my download file to OFX and it has to be QBO.

I can not import, I get the error message OL-222

Is my only hope to switch banks?

 

Fiat Lux - ASIA
Level 15

OFX data files and web connect

@PASC 

Utilize the ofx2qbo converter worth $60

https://www.moneythumb.com/?ref=110

 

PASC
Level 3

OFX data files and web connect

I need to download weekly, every week, that product will cost too much.

I'm thinking my client needs to switch banks

Fiat Lux - ASIA
Level 15

OFX data files and web connect

You only need to buy a converter license once. But it only works with a supported QBD version. Can you download the bank statement in csv format? 

BigRedConsulting
Community Champion

OFX data files and web connect

To continue to import data from QBO download files once your version of QuickBooks has been 'sunsetted' by Intuit, as well as to import data from OFX and QFX files which won't normally work with any version of QuickBooks, use our OFX/QFX/QBO to IIF Converter .

 

It basically replaces the Bank Feeds center and creates IIF files containing complete transactions that are ready to be imported directly into your account registers.

FredKnowsStuff
Level 2

OFX data files and web connect

it's just an xml file...  The top portion of the xml is different ofx to qbo.   just copy a sample qbo file top section:  the part with the bank name and account info...   The rest of the file is the same..  save it and it will import perfectly.   Don't pay money for this.   ;). 

jambla71
Level 1

OFX data files and web connect

How do you open the QBO file to know what the data looks like?

RogelioL
Moderator

OFX data files and web connect

Viewing the contents of a QBO file before importing can be helpful. However, QuickBooks Desktop currently does not provide a built-in feature to preview QBO files directly within the software.

 

The QBO file format is for importing bank transactions; accessing and managing the data in these files is done by importing them into the Bank Feeds Center in QuickBooks Desktop.

 

If you need to preview the data in a QBO file before importing, consider the workarounds shared by previous users in this thread by converting it to another file type for easier previewing.

 

Alternatively, converting the file to a widely accessible format like CSV can be beneficial. Several third-party applications that facilitate the conversion of QBO files and provide enhanced features for viewing and managing transaction data are available. You can discover these applications here: QuickBooks Desktop App Store.

 

Additionally, you can check out this article to learn how to match your bank transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Should you have further questions about managing QBO files or need additional assistance with QuickBooks Desktop features, please don't hesitate to get in touch. We're committed to supporting you effectively as you navigate QuickBooks Desktop.

BigRedConsulting
Community Champion

OFX data files and web connect

@jambla71  RE: How do you open the QBO file to know what the data looks like?

 

You can open it in Notepad or any text editor.

BigRedConsulting
Community Champion

OFX data files and web connect

@RogelioL 

RE: Should you have further questions about managing QBO files or need additional assistance with QuickBooks Desktop features, please don't hesitate to get in touch.

 

Well, the user had one question, and you managed to not answer it - so you've been no help so far...

 

RE: We're committed to supporting you effectively as you navigate QuickBooks Desktop.

 

Then yo have failed.

 

 

Chrea
Level 8

OFX data files and web connect

@jambla71 

Do you have QB Desktop or QB Online?

FredKnowsStuff
Level 2

OFX data files and web connect

use a text editor

FredKnowsStuff
Level 2

OFX data files and web connect

It's as simple as opening the .ofx download from the bank and changing the top section of the XML.   This works and takes 1 minute to do.    See attachment I couldn't post it here with XML.

 

 

FredKnowsStuff
Level 2

OFX data files and web connect

Just use notepad to open the file.  

 

It's as simple as opening the .ofx download from the bank and changing the top section of the XML.   This works and takes 1 minute to do.    See attachment for a sample ofx format versus the qbo format.   change your exported ofx file header which is just the short section at the top with the qbo example replacing your bank name and the accounts and date.   save the ofx as a qbo file and import it.   

 

 

FredKnowsStuff
Level 2

OFX data files and web connect

qb desktop, see other posts with attachment for further info.  

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