That's one reason why the Community is so great; for helpful posts like yours that can resolve this type of issue through a different route. I'm genuinely glad this worked for the customer and that this space is used to communicate problem-solving resources.
RE: I get annoyed at your answers Quickbooks support and your fake interest in solving this extremely easy to fix issue on your end that I,and many others, have been asking for for more than 10 years. Intuit doesn't see this as an issue to fix.
They set it up this way on purpose, and they charge banks for the right to create files for QB and Quicken, independently. Except that QB Online breaks that rule. For some reason that is OK. RE: Please answer the real question. I tried this but it didn't work. It tells me that QB can't do it and I should contact my financial institution that is clueless Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for.
Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. How to get a QFX file from my bank into quickbooks? Labels: QuickBooks Desktop. Reply Join the conversation. Level 9. What are those workarounds?
QuickBooks Team. Hi there, pc Here's how: Sign in to your bank's website. Follow your bank's online process to download your transactions to your computer. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions.
Choose a supported file type for the download file. Make sure that the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload. Here's how: Go to the Banking tab and choose Banking. Click the drop-down arrow for Update and select File upload. Select Browse and choose the file you downloaded from your bank. Click Next. From the QuickBooks Account drop-down list, select the appropriate bank or credit card account and click Next. Map the statement fields according to your CSV file format and click Next.
While we have not verified the apps ourselves yet, our users have suggested 8 different QFX openers which you will find listed below. These apps are known to open certain types of QFX files. Remember, different programs may use QFX files for different purposes, so you may need to try out a few of them to be able to open your specific file.
Not sure exactly what type of file you are trying to open? Try our new File Analyzer. It is a free tool that can identify more than 11, different kinds of files - most likely yours too!
It will help you find software that can handle your specific type of file. Download File Analyzer here. Sorry this article didn't help. Try searching our FAQs:. Why was this article not helpful? The article is difficult to understand. What can we do to improve this article? Converting from Quicken Windows to Quicken Mac. On This Page. How can we help?
Still need help? Or Contact Us:. Please sign in with your Quicken ID. We'll find your account and get you to the right team. Help purchasing or renewing. Chat now. Pop-up blockers may prevent chat from opening.
Please turn off any pop-up blockers on your browser before opening chat. Level 3. Late to the party but how did you do that, I don't have the option of renaming an extension. It isn't the kind of experience that we want you to encounter, Corki. One of our agents there can do a screen-share with you and verify what causes the issue. I'll be around if there's anything that I can help.
Keep safe! Corki Try the steps mentioned by other member in earlier post 1- download the file from the bank as qfx 2-save it in a place that you know 3-in windows sitting make sure that windows show the extention like this acc activity. As I mentioned I have no option for renaming an extension so this doesn't work. I'm on Desktop Pro with whatever updates are available for that version. Corki, When you save to your computer assuming you are using Windows there should be an option to save file as.
Sorry I don't have any screenshots to share for a visual reference. QuickBooks Team. Once done, you can follow these steps to import the file: Download the file from your bank as QFX. Make sure to save it where you can directly locate it. Ensure that the windows setting show the extension as activity.
Sign in for the best experience. Quickbooks for Mac - import bank files QFX fo Re: I just started using quickbooks online. I impo Can I fix a W-2 after E-filing. Here at QuickBooks, we know you are gearing up for the end of the year, and Read more. We've put together a few videos to help with QuickBooks Payroll. Click on y Each calendar entry calls out dates for specific Payroll products. Not sure
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