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Step 1: Try Different Software Programs
If you can’t open QFX files, you may not have the right program installed on your computer. You can start by installing some of the most common programs associated with QFX files. A couple of these associated software titles include Quicken Transfer File and Quick Link/Quick Link II Fax. You can download one of these programs from the developer’s website.
I don't know how you do it, but I use the manual download of the.qfx file and change the extension to.ofx. American Express changed the URL for the download, and along with that a file format that doesn't work (I see that others have found the line to edit). I have the old one that still sends a.qfx that requires no editing. Instructions: 1. If you just save the downloaded file and you change the file’s extension from.qfx to.ofx, you can import the transactions into Money by double-clicking on the downloaded file. If you want to skip the manual steps of saving the file and changing the file extension, you will have to do a few tweaks to make the computer open the.qfx file.
Step 2: Use the File Type as a Hint
If you know the type of file you’re working with, that might help you figure out how to open it. QFX files are usually Data Files. Look for a program on your computer that opens this type of file, and see if it will open the QFX file.
- You can decide, which Date format will be in your CSV file. Like typically Quickbooks Online imports as MM/DD/YYYY or DD/MM/YYYY. You can set 'Duplicate Payee as Memo when missing' in your QFX file if you like. Set 'Open after conversion' if you want to open a CSV file after a conversion, using your default application in the system, like Excel.
- Choose File menu File Import Quicken Transfer Format (.QXF) file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file. If there are accounts in the QXF file that can't be imported, such as investing or business accounts, Quicken displays a list of those accounts.
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If you’re not sure of the file type, you can find it within the QFX file itself. Follow the steps below to find this information.
On a Windows Computer:
- Right-click the file icon.
- Select “Properties” from the drop-down menu.
- Find the file type listed under “Type of File”.
On a Mac:
- Right-click on the file icon.
- Select “More Info” from the drop-down menu.
- Look for the file type listed under “Kind”.
Step 3: Ask a Developer
If you’re still having trouble opening your QFX file, a software developer may be able to help. If you know which software program should open your file, contact the developer who created that program. If you’re not sure which program to use, consult the list below to find the developers for the most common programs associated with QFX files:
| Software | Developer |
|---|---|
| Quicken Transfer File | Intuit Inc. |
| Quick Link/Quick Link II Fax | Windows Programmer |
Step 4: Use a Universal File Viewer
If the above steps don’t help, a universal file viewer like File Magic (Download) might be able to help you open your QFX file. Universal file viewers can open a variety of file types, depending on the format. Just remember that some files are incompatible and will only open in binary format.
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Create accounts by importing them from QIF, QMTF, QFX or OFX files. Accounts can also be created manually or by download. Learn how to create accounts by importing files below.
Note: There is a difference between importing accounts and importing transactions. Importing accounts is for creating new accounts while importing transactions is for importing transactions into existing accounts.
You can import accounts from QIF, QMTF, QFX and OFX files. The type of file you should import will depend on the where the data is coming from.
•Importing from another finance program or website:
QIF or QMTF files are the best choice when importing data from another finance program or website. QIF and QMTF files can include all of the account and transaction information, including split transactions, as well as categories and security prices. The known weaknesses are that QIF and QMTF files do not have a specified date format, do not distinguish between transactions (no unique IDs), do not distinguish between transaction number or check number, and have only basic capabilities for listing investment information. Note that QMTF files that originated from Quicken® Mac don't contain investment account information.
•Importing from an institution:
QFX or OFX files are preferred when importing straight from an institution. QFX and OFX files have unique IDs to help prevent duplicates, use a standard date format, and can handle more complex transactions such as investments better than other file formats. QFX and OFX files do not contain category or split transaction information as they are usually only created by financial institutions. Note that OFX is actually the file format used in OFX Direct Connect downloads. QFX files are just OFX files with a Quicken® specific institution ID added to them. Sometimes OFX files are listed at institutions as the Microsoft Money® option and sometimes QFX files are listed as the Quicken® option or as the Web Connect option.
- Select 'Import' → 'Accounts' from the program's File menu.
- Use the open file panel to select the QIF, QMTF, QFX or OFX file you'd like to import. On the bottom of the open file panel, set the 'File Was Created By' option as appropriate for the file you are importing. You can also select the option to import multiple files at once.
- Click 'Import' to continue and then follow the info below for the specific type of file you are importing.
Note: Make sure to set the 'File Was Created By' option appropriately. Doing so will have the program perform some additional verification of the data and check for known issues in the exports from other programs.
- Review the accounts and the transactions found in the QIF file. Uncheck the 'Import' checkbox for any individual account(s) or transactions(s) you do not want to import.
- Check and adjust the account name, account type and currency for each account to import.
- Select the 'Date Format' that most closely resembles the dates shown for transactions in the file.
- Check whether or not the 'Number' column represents check numbers for transactions in the file.
- Check if you'd like all transactions to be marked as reconciled.
- Then click 'Import' to import the selected accounts.
Note: Be sure to select the proper date format matching the dates shown in the file. Select the 'MM-DD-YY' option for dates such as '1/31/18' and select the 'MM-DD-YYYY' option for dates such as '1/31/2018'. The '-' in date format options can take the place of various kinds of separators including slashes and spaces.
Tip: Use the space bar to toggle the 'Import' checkbox for the selected account or for the selected transaction(s).
- Review the accounts and the transactions found in the QMTF file. Uncheck the 'Import' checkbox for any individual account(s) or transactions(s) you do not want to import.
- Check and adjust the account name, account type and currency for each account to import.
- Select the 'Date Format' that most closely resembles the dates shown for transactions in the file.
- Check whether or not the 'Number' column represents check numbers for transactions in the file.
- Check if you'd like all transactions to be marked as reconciled.
- Then click 'Import' to import the selected accounts.
Note: Be sure to select the proper date format matching the dates shown in the file. Select the 'MM-DD-YY' option for dates such as '1/31/18' and select the 'MM-DD-YYYY' option for dates such as '1/31/2018'. The '-' in date format options can take the place of various kinds of separators including slashes and spaces.
Tip: Use the space bar to toggle the 'Import' checkbox for the selected account or for the selected transaction(s).
- Review the accounts and the transactions found in the QFX file. Uncheck the 'Import' checkbox for any individual account(s) or transactions(s) you do not want to import.
- Check and adjust the account name, account type and currency for each account to import.
- If the information shown for transactions in the memo column is better suited for their payee, select the option to switch the payee and memo columns.
- Check if you'd like all transactions to be marked as reconciled.
- Then click 'Import' to import the selected accounts.
Tip: Use the space bar to toggle the 'Import' checkbox for the selected account or for the selected transaction(s).
- Review the accounts and the transactions found in the OFX file. Uncheck the 'Import' checkbox for any individual account(s) or transactions(s) you do not want to import.
- Check and adjust the account name, account type and currency for each account to import.
- If the information shown for transactions in the memo column is better suited for their payee, select the option to switch the payee and memo columns.
- Check if you'd like all transactions to be marked as reconciled.
- Then click 'Import' to import the selected accounts.
Tip: Use the space bar to toggle the 'Import' checkbox for the selected account or for the selected transaction(s).
Categorize the transactions in your new account(s) to track your cash flow in detail. Customize settings for the account including account color and optional table columns.
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Note: For investment accounts created by importing QFX or OFX files you will need to update any initial position adjustment transactions to have a Price of the cost basis per share of those shares. This is due to the information from the institution not containing cost basis information for shares held prior to the transactions available in the file.
Import transactions
Import categories
Import security prices
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