Question

Can not import OFX files to Quickbooks

Forum|Forum|2 years ago
June 12, 2024
1 reply
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I have been trying to import bank transactions using the upload function and I manage to choose the OFX file to upload and the account I want to upload it to when I click continue I get the following message: Uploading this file may cause duplicate transactions to appear at some time in these account(s): Main Current Account - If you continue, the account(s) will be set to No Automation. Are you sure you want to continue? I want to press continue but the option is dimmed and there doesn't seem to be a way to continue. I have been contacting support all morning both through chat and phone and am not getting any response. Anybody got any ideas how to solve this. I get the same result with both Safari and Firefox on the Mac

QuickBooks Online

G

GeorgiaC

Hello and welcome to the QuickBooks Community, JulianT

When importing bank transactions into QuickBooks Online, we find that a CSV file type is the most compatible option (since you're using a Mac, make sure to save the file as Windows CSV file).

If your bank only allows export in OFX, you can try using an online file converter to get your data in a CSV format. For full steps and tips on formatting CSV files of bank transactions in QBO, please see here.

Thanks for reaching out on the Intuit QuickBooks Community today. If you need any further support, just get back in touch below!

J

JulianTAuthor

Many thanks for your response. Has there been a change in QB as we have been uploading OFX files since we started using QB. The challenge we have with CSVs is that there is a tendency to import errors especially if the character encoding is slightly different or there are no leading zeros on decimal amounts.