Importing Quicken files into Quickbooks, maybe

2:34 pm Random Helpful tips

This is hugely important for anyone with non-business checking accounts who use quick books for home book keeping. I have struggled with this for years and can’t wait to tell Rita Fosterling & JoAnne Blum that I have an answer, maybe- I’m gonna do it myself for a month or 2 first…

Associated Bank, and others, only offer Quicken file downloads from online banking, leaving you unable to import transactions into Quickbooks. I have been importing transactions for years, and have been taking this ease of data entry for granted as I sing the praises of Quickbooks to my friends. BUT I read today online that qfx (Quicken) and qbo (Quickbooks) files are THE SAME- so I downloaded ad qfx, changed the file extension and imported it successfully today.

What remains to be seen is if it has all the same snappy qbo features like smart import, where it doesn’t download the same transaction twice. I will run this process myself for a month or 2 before I declare success.

2 Responses

  1. Kevin Says:

    i have the same problem with QBO and QFX! did your solution work?

  2. Brandy Says:

    yes, so far it works great. Kind of a pain, but all work arounds are kind of a pain.

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