Upload an OFX file and download a QBO file for QuickBooks. QBO is OFX with the Intuit tags QuickBooks looks for, so this rewrites the same transactions into the form QuickBooks Web Connect imports.
Your uploaded file is processed on our server and deleted right after the conversion. If you are signed in, the converted result is kept for 7 days so you can download it again from your account, then deleted. We never store the contents of your original file.
Each transaction's id is carried across, so QuickBooks can tell new transactions from ones already imported.
Account numbers, dates, amounts, and memos come straight from your OFX file without changes.
See the transactions on screen first, so you can confirm the file before it goes into QuickBooks.
They share the same structure. QBO is OFX with extra Intuit tags that QuickBooks requires, which is why a plain OFX file may not import while a QBO file does.
Use File then Utilities then Import then Web Connect Files in QuickBooks Desktop, and select the downloaded QBO file.
QuickBooks can be strict about the bank id in a QBO file. If your bank requires a specific id, the import may need that exact value, which a generic conversion cannot always know.
No. The file is converted on our server and deleted right after. This conversion is deterministic and never uses an outside service.
