OFX2QFX (Windows): Convert OFX to QFX and import into Quicken

Опубликовано: 09 Октябрь 2024
на канале: ProperSoft Inc.
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See a step-by-step tutorial at https://www.propersoft.net/howto/ofx2qfx

IMPORTANT: OFX2QFX is discontinued and replaced with a new Transactions app (https://www.propersoft.net/products/t..., that converts from more formats and converts to more formats.

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00:00 - Use ProperSoft OFX2QFX to convert OFX to QFX (Web Connect) and import into Quicken.
00:09 - Start OFX2QFX converter and open a transaction file.
00:14 - Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are in correct places.
00:23 - Set INTU.BID number to match your bank or use a default value.
00:27 - Set the Account ID (number) and the Account Type.
00:31 - For multiple accounts, use a different account ID for each account.
00:35 - Click the 'Convert' button to create a QFX file.
00:39 - In Quicken, backup your data file before importing.
00:46 - Click 'File' - 'Import' - 'Web Connect file' to import into a new account or existing account (disconnect the account before importing).
00:57 - Review transaction after import.