Download OFX/QFX files USAA

CSV files can also be imported, but the import process is slightly more involved. Importing transactions -. After downloading a file from your banks website, many web browsers will automatically ask which program you want to use to open the downloaded file.

If your browser does not offer this option, save the file on your computer. Alternatively, you can open Moneydance and drag the downloaded file into the Moneydance program window.

Your account number will be displayed, and below this you can choose which account you'd like to import the data into. Moneydance will attempt to match the imported account with your existing accounts. No, thanks. Windows Mac Linux. Project Activity. Categories Accounting. Mit einem Experten sprechen. User Ratings 5. User Reviews Filter Reviews: All. Return to Prices and Transactions. I called USAA - they indicated they could not help - non of the data used to login has changed, and the account numbers have not changed, either.

The OFX interface appears to still be the same, as I just checked. For detailed instruction about this process, please check out this article: How to upload more than 90 days of bank transactions. I'm confident that these resources will assist you with getting your bank transactions imported into QuickBooks.

Please feel free to let me know how it goes, as I want to make sure that these transactions are imported. Have a most pleasant day. This is a completely worthless response. The question is not about how to download web connect supported files. These same institutions usually offer a paid monthly version that does work with QuickBooks. Please answer the real question. How can users import transactions into QuickBooks from no longer supported by QuickBooks file formats or from csv files?

Nice to see you here, KenV. Thanks for adding a reply on this thread and for clarifying the concern. I'm here to provide additional information on how to download bank transactions into QuickBooks. While my colleague BettyJaneB provided you with one of the supported file to upload bank transactions, the CSV files is also a great idea if you're using QuickBooks Online.

To avoid receiving an error when uploading this file, your CSV file must be formatted correctly. Please note that each bank formats its CSV files differently, so importing a CSV file may not be possible for every financial institution. You may refer to the above detailed steps provided by my colleague. You've got this. This information should help you with the importing. Let me know how things go and if you have questions about this info or anything else in QuickBooks.

Enjoy your day. Was there ever a response given for this question because I am having the same problem. Thanks for looping in, NickPace.

However, this format is only supported in QuickBooks Online. While in QuickBooks Desktop, the supported format is the. You will first need to convert the QFX file into. If you need more help with importing bank transactions in QuickBooks Desktop, please let me know.

Have a great rest of your day. I had the issue with one of my banks where it offers a quicken. QFX file and not quick books. I opened both files with Notepad and saw they used similar tags. Popup menu over the "Raw" button and "Save link as". It has been a week and the WF problem still not resolved itself Batch files automate that pretty well.

Easy to make and modify. Below is an example. Any line that starts with "rem" is a remark comment. So if you create the batch file, how do you launch it? While you could run it from a command window, you could also put the batch file on your desktop and double-click it to launch.

You could also create a shortcut to the batch file, and put the shortcut wherever you like. You can even have the Windows Task Scheduler run a bach file on a schedule, but I think this batch file is one where that would not be useful. Can you perhaps just quickly explain how you fixed this problem because I tried to manually enter the new lines and I still get an error. I was trying to make a VisualBasic program to fix the problem before I found this post, and I could never make it work correctly.