![]() You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. The INTU.BID value defines the bank label shown during import. For multiple accounts, use a different Account ID for each account.įor Quicken, set INTU.BID to match your bank or keep the default value. Set the Account ID (number) and the Account Type to create QFX for the right account. Select the QFX Target to match your Quicken version or your accounting software: Regular QFX, Quicken 2021, Quicken 2020, Quicken 2019, YNAB. Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly. Download it from the OFX2QFX download page. Make sure you are using the latest version of OFX2QFX. ![]() Follow the steps below for the Windows version, followed by the Mac version.
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March 2023
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