Converting QFX files to QBO files for Import to QuickBooks via Web Connect
on July 19, 2011
Annoyingly, 
QuickBooks doesn’t support the import of QFX files (the reason for this is that Intuit charges banks for the ability to export financial data in the .qbo web connect format supported by QB. If your bank doesn’t pay this fee, you can’t download your financial data directly into QuickBooks).
Fortunately, you can use a quick little hack to sidestep this limitation:
1) Download your financial data as a QFX file.
2) Open the file in a text editor, like Notepad++, and locate the Intuit Bank ID label near the top of the code: <INTU.BID> with a number after it.
Sample QFX File:
<OFX>
<SIGNONMSGSRSV1>
<SONRS>
<STATUS>
<CODE>0
<SEVERITY>INFO
</STATUS>
<DTSERVER>20090618000000[-5:EST]
<LANGUAGE>ENG
<FI>
<ORG>ABC BANK
<FID>12345
</FI>
<INTU.BID>1234
</SONRS>
3) Change the number after <INTU.BID> to a banking institution that is supported by Intuit. 2430 seems to work well for this. Also, 02153 per Traci’s comment. Several people have reported that the previous codes are no longer working, although they still appear to be working for some. Per Dan’s recommendation, try 00915 or 10915.
Update 6/9/2018: See https://ofx-prod-filist.intuit.com/qb2800/data/fidir.txt for the current bank list for Quickbooks. Thanks to Kimberly for finding this!
4) Save the file as .qbo.
5) Import the QBO file into QuickBooks Pro via Banking > Online Banking > Import Web Connect File or simply opening QuickBooks and double clicking on the .qbo file to import it.
6) You will be prompted to select an account into which to import the QBO file.
WOW. Thank you sooo much. I can’t believe how easy this was. It worked too! No stupid converters.
Does not work for me. Do any other values need to be changed other than the ONE number sequence following the BID> ? FID also lists the same reference above…
Thanks
Zack
You could try <FID>, but typically one only needs to edit <INTU.BID>.
Tried that as well… still get same error 🙁
” An error occurred while processing your online banking data.
Your data was not imported in to Quickbooks.
Please try importing your data again. If this error persists, contact QuickBooks technical support.”
Have you tried re-downloading the data and trying again from a clean slate?
Thank you so much!! Works Brilliantly!!!!!!
thank you so much! the best trick to get my BOFA acct to upload into QB for Mac. you made life so much easier!
You’re very welcome, glad it helped you out!
Wow cool! I just tried it so thanks
I use a converter that usually works really well but I have to be careful of using the right bank numbers etc and with 12 clients to do it can be cumbersome if I am trying to remember them all
The only issue I had was the file wouldnt recognize the bank so as a fix to that issue I created a new bank account and did the transactions into that for the new month then renamed the bank account and merged it with the old one. Still really easy
Thanks
You’re welcome. Glad it worked out well for you!
Won’t for for me, what versions of Quickbooks is this good for? I have QB for Manufacturing & Wholesale 2008. I understand what’s going on here, its an XML file and Intuit is making a killing charging for a service.
We tested it in QB Pro 2008 and 2011. You need to download as a .qfx file and then you should see the tag.
I am trying to download transactions from my cc bank and the only options I am receiving is for either an OFX or QIF format. When I look in notepad at both of those files, I do not see INTI.BID>1234. It ends with Language>ENG and then goes into the SIGNonmsgsrsvi message again.
I do not see FI; ORG>bank name; FID>12345; /FI>; INTU.BID>1234.
Any ideas?
Hi Voa, this tutorial is for .qfx files, not .ofx or .qif files. Try Googling a solution specific to those file types. Good luck!
I think I love you! No, I actually know I love you! THIS WORKS FOR ME!!!!!!!!!! Woo Hoo!!
Works like a Charm. I found out that my bank (Bank Of Hawaii) is not recognized by QuickBooks and therefore only generates a QFX. The trick is to use a number that is not used by any other financial institutions in your file! Check the QBO of your other institutions to make sure you use a unique number!
I use QB 2012
This worked quite well. Thank you for sharing!
AMAZING!!! I didn’t expect this to work, but it did. Next task…how to get old statements that I downloaded in Excel format into Quickbooks 🙁 I have a tax audit and need to enter all this bank and credit card data going back to 2009!
Hi there, thanks for this. I was able to do everything but “save as” .qbo I tried within Notepad to “save as” and also through right-clicking and choosing properties, but I could not change the file type from QFX to QBO nor from .TXT to QBO. I can change the “open with” to Quickbooks but it still doesn’t recognize the file because of the extension. How do I “save as” .qbo and from what place shall I try it (Notpad, Properties)?
Thank you so much!!!
Never mind! Stupid Windows had my “file extentions” hidden. I un-hid them and now it works like a charm!!! thank you sooooo much!!!!!
You’re welcome. Glad you figured it out.
I’m running Quickbooks Pro 2009. Quicken just stopped supporting online banking downloads. I did the following:
1) Downloaded a QFX file from American Express
2) Edited that file, changing the FID and INTU.BID to 2340
3) Saved it and renamed it with file extension QBO
4) In Quickbooks I did a Web Connect File Import
Quickbook displayed the online banking comm window and then returned with the dreaded
“Quickbooks is unable to verify the Financial Institution information for this download”
Any ideas?
Ed
Try just changing INTU.BID and leaving FID as is.
OMG it worked! freaked me out a bit to see a C***E logo rather than the card I was importing…you saved me a bunch!
hiker108, i think were screwed i have same version, its in the software not the file. we won’t be able to use .qbo files at all. they turn it off so you have to pay for new version/upgrade. wish i could find a way around it, but u cant just download the qbo and import it communicates and sees u have 2009 or older and wont allow the import unless you buy another newer version. its spread sheet import or manual entry now or buy same software over and over every few years. I HATE INTUIT SCAMMERS, my accounting firm dumped them because of this kind of stuff i have to convert everything to spreadsheets.
I 6have the exact same scenasrio as described by Ed in the June 5th post. I have tried going through this process several times and tried changing the INTU.BID value to 2340 (and also tried 2340). I 6continue to receive the following error msg:
“Quickbooks is unable to verify the Financial Institution information for this download”
Perhaps this is because QB2009 has now discontinued support for online banking?
Or any other suggestions to try?
Thanks….it would be great to get this to work!
Hi Bob, see the comments by rp and hiker108 above. It does sound like it’s due to discontinued support. We’ve tested within the last week in QB 2011 and it worked fine.
Worked for me using QB Pro 2012. First it did NOT work when I tried to start the process via double-click on the QBO. When I followed the menu commands Banking > Online Banking > Import Web Connect File, it gave me the option to choose an account for import, then imported the transactions seamlessly, to the specified file. Perfect! You just saved me a lot of time and money, which with my client load down to 2/3 what it was, every penny counts! PEACE!
THANK YOU! It worked just as you stated! I just wanted to thank you.
wow, you are the man! I was about to spend $40~$60 for some software to do this. your way was much cheaper and FREE!
Glad you found this useful Richie, cheers!
Brilliant solution – works perfectly. Thanks a million!
BTW, this issue is a perfect example of Intuit’s complete lack of customer focus. Most of us would gladly pay a few more dollars if all of our accounts sync’d without issues (if they were more like Apple, this kind of thing would ‘just work’). Instead they choose to charge banks an amount that many won’t pay given the low margins earned on checking accounts. The banks and intuit also don’t absorb the hassle when things don’t sync – we do!
A classic lose-lose situation. The customer suffers needlessly and Intuit leaves money on the table since we’d gladly pay a bit more for this functionality but instead Intuit wants to scrape value from banks who really don’t care if we suffer inconvenience.
You rock! Success! But it would be helpful to know what the proper code for Bank of America is. Right now, I’ve used your trick with the digits 2430 as suggested. This (plus, changing the file-extension from QFX to QBO) does seem to make the file import-able into Quickbooks. But Quickbooks still doesn’t know which of my accounts to apply the transactions to, and it gets kind of wonky trying to put them into whichever account IS properly linked to “2430”.
I’m stunned at how irresponsible Bank of America is about this. They’re going to have to admit sooner or later that they’re behind the curve. Reminds me of back-when in the early days of the internet, when banks wanted to charge you extra for on-line access, when in fact giving a customer some degree of access to his accounts on-line would SAVE the bank in terms of time and grief and teller salary. So, they tried to charge the customer a fee for the privilege of the customer having the right to do the bank’s work for the bank. Eventually so many banks just said, “Oh heck, man, we LIKE it when they take the data-munging AWAY from our under-educated counter staff” that the ones who were resisting had to follow the herd. Similarly, I think Bank of America will have to admit soon, that keeping QBO files inaccessible is just childish of them.
Glad you found this helpful. It’s likely that BOA doesn’t want to pay the licensing fee to Intuit for this feature, which is certainly not very convenient for customers.
Thank you so much! I had no problem with your solution. I had tried a converter program when it was free and had one example of the .qbo file. I was able to search for in that file and discovered that 5885 is the code for USBank.
Thanks again!
You’re welcome Kathryn, thanks for documenting the USBank code!
Worked like a charm! My bank website will download a .qbo file but apparently my bank ended their contract with Intuit so Quickbooks recently started giving the dreaded “Quickbooks is unable to verify your financial institution” error. So I just changed the INTU.BID to 2430 then Quickbooks asked me what account I wanted to import into, and it worked! I have QB 2010 Pro. Thanks!
Tried this with BofA and no go I get ” “Quickbooks is unable to verify your financial institution” error.
Im sure it is due to my version of quickbooks being 2009 Pro. Can anyone suggest any other way to get this fixed? besides buying a new version of quickbooks?
Hi Matt, see comments by Bob and rp above. You may be out of luck due to the version. You could also try another code in the .qbo file. Some have reported success with 5885.
Thanks much from a long time QB user and consultant, and programmer. I use both Quicken and QB and don’t believe customers should need to pay banks yet another fee to access Open data we already pay to access from the web log in, just to import it to a data file. My contribution:
There are two video tutorials for using the QuickBooks Online Banking center: Help menu > Learning Center, click on Overview & Setup.
For the bank account in QB, edit the account and fill in the account #. Then, the download will always match by account # for the data you got from the Web, and not be confused by the FID code you use. After all, the download is your actual data and conveys the account # internally. I can bring in one file that has all transactions for two accounts. I found this on one bank website’s “Reports” page. I created a filter for Prior Month and a filter for Current Month. They already have a link for Daily.
On the first download with an account # in QB with the pop up that asks you to match the data in the download to one of your QB accounts: Once you do this, everything is unique and linked to the correct account, even if the FID is not unique. FID is just the financial institution. Many of us have more than one account at the same institution. Make sure to set up the account # for each account in the Edit screen, and you have made it possible for the program to separately import the data to each bank account in your QB data file. You won’t get that pop up again.
Since the FID # you are using is not really generic but specific to a real institution, all you are impacting is the Online Banking Center, the far left dropdown, which simply is an organizating aspect for electronic communication to the institutions. Since you are getting this via a file, don’t worry about logos. Using one FID for all your web connect files means the online banking center can be used as one central point for all the downloaded data, even if you had to bring in mutliple web connect files for your various bank and credit card accounts. Even investment accounts can be managed with Web connect files. One FID means all accounts show in the Online Banking Center without havign to change the selection in the dropdown, top left.
And do not finalize the “online services” tab you have enabled, when editing those bank or credit card accounts. If you aren’t using the real code, you aren’t accessing the real institution, so there will never be authentication. Leave the userID and password info blank or with all 0’s as it is populated by the program.
You’re welcome. And thank you very much for including the detailed and helpful tips! It is great to have them documented.
thanks so much! quick and to the point–and it works!
Life Saver!!!!
Works perfectly. You are my hero!! Using QuickBooks Premier 2012 Contractor Edition. For those of you might be having a hard time, download the file but choose the “Open” option. 1st try, it didn’t work (I saved the file, then open it with notepad). Save and name the file “filename.qbo”. Good luck to you all!!
OMG THANK YOU!!!!!
Hi there,
Do you know if this should work with QB 2012 Premier? I can’t get it to work! I’m getting the same error message as Ed, “does not recognize financial institution.” Do you know another number that may work instead of 2430?
Thank you!
Sorry, not sure about QB 2012 Premier. Make sure you’re entering the code correctly and if it still doesn’t work, please let us know if you figure out the issue.
After finding a whole lot of crazy complicated solutions, used your method and it worked perfectly 1st try on Quickbooks Pro 2011. Thank you.
Oh my GOSH! I downloaded a ‘free’ trial an importing program today and then found it cost a subscription fee of over 100 bucks a year! Oops – kept looking- Then I found this hack. Wowww I am impressed and sooo thankful! :>
This really tics me off in other ways though . I have really really been struggling to reenter all the data twice and then match it to a statement, and what a load of **** intuit put me through.
AWESOME! Pulled from US Bank, all accounts and imported perfectly into QB2013 Pro. -As Chase Bank Accounts 🙂
Thank you!
I am trying to import chase banking in to QB 2008. I followed the entire process and got an error saying “Quickbooks is unable to verify Financial Institution information for this download. Please try again later”.
We had the bank setup on QB’s for upload but since it’s an older verion I keep getting an error saying
“ROBLEMS
your financial institution sent an error message. This can happen if your financial institution is having problems with its Internet banking system.
Wait 15 minutes, and then try connecting again. If you still cannot connect, contact your financial institution to see if its Internet banking system is working properly.
If you still have problems after talking to your financial institution, contact QuickBooks Technical Support. [OL-301] Attention QuickBooks 2008 users: Online Banking and other services in QuickBooks 2008 were discontinued on May 31, 2011. To maintain high-quality products, Intuit supports the current version of QuickBooks and the two previous versions. Upgrade to QuickBooks 2011 to continue using your Online Banking service. Call 1-866-676-9670 or visit QuickBook.com.
”
when I try and login the normal way.
Any thoughts?
Did you try waiting and retrying the connection in a few hours or so?
I haven’t. I am just at a business doing bookkeeping briefly. I will try again in a bit. That second error message that they gave about online banking and other services bieng discountinued after 5/31/2011. Is that the reason I should continue trying to upload the way you instructed above?
I just tried again. It’s been just over an hour since my first attempt and I got the same message… ughhh… need to upload that last 24 months worth of transactions to save a lot of time.
Perfect! Worked flawlessly with QB Pro 2013. I couldn’t believe that they wouldn’t give this simple compatibility, but thanks to you it doesn’t matter…THANK YOU!!
btw if anyone cares that bank code gives you Chase Card Services.
This has brought tears of joy to my eyes thank you sooooo very much.
THANK YOU VERY MUCH!
Worked for me, too: QuickBook 2013 for Mac.
Oh my goodness! This worked. Flawlessly to quote others, using QB Pro 2011 for Mac. I am speechless. I cannot believe that the solution was THIS DAMN SIMPLE and in repeated calls to US Bank, their customer service made this compatibility issue sound like it involved programming that could only be done by an unborn mastermind. To quote Seth, I can’t believe the bank wouldn’t provide this utterly simple solution for us QB users. Thank you, thank you.
This worked for me! Thank you so much! I could just kiss you! I cannot believe that the solution was this simple. I talked to my bank’s customer service and did some research online and I was told to use the .iif files they provided as there was no other download option for QuickBooks with my credit card statements. I really hate having to deal with the quickbooks .iif files, they suck, especially when you compare them to the simplicity of the .qbo files. Now I can just download the .qfx files, switch them over to .qbo and save a bunch of time! (I used this with QuickBooks Pro 2011) Thanks again!
I have been using this “hack” for more than 4 years now, and today it’s not working. Anybody else find it has stopped working? Perhaps QuickBooks has closed the loop-hole? Help!
The messages warning the end of the earth in 1 day if I don’t upgrade have forced me to look into this. Now I am going to cancel the usbank 12 / month fee.
O.k. question this seems to work but prompts me to set up a new account in qb pro 2010. I don’t want to set up a chase account and it can’t seem to find my existing usbank account to dump the data in. I saw one person mention that they create a new account and then merge them later. Seems like a paigne. Might it help if I change the name of my us bank account to chase just to placate quickbooks? Any ideas appreciated.
Unbelievably simple and effective. If I could, I would send you a Krispy Kreme donut. Thank you very much!
Wish that was possible, they are so delicious! You’re welcome.
seems like the 2430 code no longer works.
I tried to import my new file and i get the error message
“quickbooks was not able to complete your request
Please contact your financial institution”
Went back to a file that i know imported last month and I get the same error message…
WOW!! You are *brilliant*!! It worked for me, and you saved me SOOO much money!! I am forever grateful to you. And very easy to do.
THANK YOU VERY MUCH!!!
1234 does not show up
You are using 1234 for the code? That may not work. Use the code from the post.
Don.. I have the same issue. What gives ? Anyone have a new solution ?
Jay, what version of QB are you using?
Quickbooks 2010.
I have a fix.. not the best.. but a fix.
issue stems from 2 files that are updated automatically.
fidir.txt and FIBlueprint.xml
Something has changed to kill the 2430 trick…
My solution.
Go to quickbooks app.
Right click – show package contents > Contents > resources
The files are in this directory..
Trash the 2 files..
Copy over the original ones from your install disk.. Mine were from 2009.
Lock these two files
Edit your .qfx and use 2430 as before
Import as before..
yea..
Thanks for the info, Jay. Good to know about the workaround. If we’re able to locate any other solutions, we will update!
hello! i tried this trick a few weeks ago and it worked brilliantly, thank you! i was so behind that i decided to wait to import the rest and now it is not working. i am using qb 2012 and it is telling me there is nothing to import, though i know there is. any thoughts? many thanks in advance!
Have you tried Jay’s fix (above)? Did you upgrade between the first time you used the code and the present?
can anyone send me the two files mentioned above from an old install?
I can’t locate my install disk as ee are packing up to move…
Worked perfectly for me today, thanks!!! No work around required. N-
Thanks for the update Napleschick, what version of QB are you using?
The QFX to QBO file conversion has been working flawlessly with US Bank for a couple years. Today it failed with the QuickBooks pop-up “Quickbooks was not able to complete your request. Please contact your financial institution.” (I tried that dead-end a couple years ago; that’s why I am following your lead.) Anyone else seen this yet? I’m on QuickBooks 2011 Version V12.0.15 R16 for the MAC. Download worked in early May and is now failing in early July. Assistance appreciated!
Sorry. Finished reading all the way to the end of the posts and see I’m not unique. Will go the Jay fix route and see if it works for 2011 MAC version. Would love to know how you traced that one, Jay! Thanks!
🙁 Jay’s fix did not work for me. My install files are AUG 31, 2010. I am running files from MARCH 21, 2012. I looked at fidir.txt and FIBlueprint and there are no changes to the info for 2430. Nuts.
Outstanding!! Thanks so much for this post. This solution worked perfect and just saved me from manually entering a year worth of company credit card charges.
Thank you soooooo much!!!
Windows QBE user: It worked! Thanks for the post.
Worked fine for me. QQB2013 / 2430. Thanks very much. I had been working with a 3rd party software solution, but it only supported one bank account. This is much better.
QB Pro 2013 and it doesn’t work for me. Suggestions?
I stumbled across this forum hoping to figure out my OFX/QBO issue.
My OFX file shows this for the first few lines:
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE
It isnt the same info shown in the example provided.
Please help!
Thank you!
One addition to my solution above
For QB2013 Mac users…
When quickbooks opens, it updates FIBlueprint.xml and fidir.txt automatically.
trash FlBLueprint.xml and fidir.txt files in the ~/user/library/application support/quickbooks/downloads
I turn off my Wi-Fi before I import my .qbo for good measure.
Thanks for the additional info, Jay. Much appreciated!
We have tested this method and code 2430 is still working fine.
I’m going to cry… IT WORKS!!!
For others, make sure you have Online Banking supported QuickBooks, which means until 05/2014, QuickBooks 2011 or newer.
My problem was I had bank with QBO file that worked until 05/2013.
But starting 06/2013, it stopped download into QB.
Had had similar problem 2 yrs ago in 05/2011, when my QB 2009 was stop supported and it took a some research to figure about about the retired QB versions.
Above method will save your Online Banking under Chase and it does not seem to effect your account # or routing #.
It took me several month to get to this site and I was about to give up and manually input everything.
You SAVED me man!!! I had more than 1000 entry I had to manually if you was not for you!!!
Thank you!!! Thank you!! Thank you!!!
I’ll be extra nice to people in your honor for next 2 days.
You’re welcome, glad it saved you from having to do manual entries!
The 2430 hack has previously worked but not until I took Jay’s advice today did it return to working again. Thanks.
This worked.. Switched banks and couldn’t believe i have to pay $10 a month just to download a statement… But with this now I don’t have to pay them that!!
Glad it helped you out and thanks for letting us know!
I just tried re-naming the file extension WITHOUT doing the INTU.BID number change, and it imported just fine. NO changes to the text in the file, merely renamed qfx to qbo and it worked. Don’t waste money on any converter!
The INTU.BID value for your bank may have already been on the QB-approved list. Could you post your INTU.BID?
I’m using QB Premier2014 and have Suntrust as the bank. I’m made it down to where I import and getting error. Im saving as QBO file but when I look at the data file it still shows QFX. I went back and resaved to make sure I had done correctly, but file still says qfx data. What am I doing wrong?
Double check that the file extension is .qbo and not .qbo.qfx or something of that sort.
I took the information here (thank you for that!) and created a quick online tool that does the work for you automatically.
Check it out, its free forever (I dont have a care in the world to make money from this): http://qboconverter.com
It only does QFX conversion to QBO files, probably has bugs since I’m not professionally testing it, but for those that it works for, its free and safe (no information is transferred over the internet – it operates totally offline).
Cool tool Shaheen. Thanks for sharing it with us. Is all info secured during transfer and conversion?
Lynn, I have the same problem . I am thinking about dumping Suntrust for a better bank though…..
Maybe someone on this thread has a LIST of banks participating (paying the license fee) with Intuit so we can change to one of those banks….
It would be great to have such a list.
This hack has been working well for me until now…the format of the qfx file seems to have changed and it no longer works. Do you have a new fix??
Appreciate all that you do for us…
Debra, have you tried Jay’s solution (it’s in the above comments at June 24, 2013)?
Still doesn’t work with QuickBooks Premiere 2014…so any suggestions???
BUT I DISCOVERED
if you have the Quicken Converter installed with your Intuit product, (or if you don’t you can download it from Intuit) you will find a CURRENT LIST OF BANKS in the following directory:
C:\ProgramData\Intuit\QuickenConverter\Inet\Common\Localweb\Banklist\2014
From there, you can COPY the file to your desktop, OPEN Excel, SELECT the text file then CONVERT it with tab delimiters. The list covers 14343 institutions to choose from.
Robert, thanks for the tip on the current list of banks. That’s valuable info. Would you be able to post them or send us a .txt file to post?
Sorry to hear you are having issues with QB 2014 Premier. Have you tried Jay’s solution (it’s in the above comments at June 24, 2013)?
Shaheen also posted a cool tool, we haven’t checked it out, so use at your own risk, but it’s here: http://qboconverter.com.
I did the same thing as Gary – just opened the QFX file with Notepad and then did a SAVE AS OBO. Imported into my Quickbooks and voila! Thank you Gary!
Hiya! When I try to import I get as far as the Account Association window, but when I click on Select an Account under the Store in the Quickbooks Account menu no accounts come up, just the “new” option. For some reason it’s not’s seeing the accounts I created for Banks at all. Any remedies Folks? At this point I’m thinking I may have to give up and just shell out the $75 for Quicken. Sigh. QB is the WORST!
Hi Karla, is it possible to delete the accounts you’ve created and start with new ones that you create during the import process? That may be the quickest workaround.
@C133
Yea. Once you download the site, zero information is transferred online; all the work is done inside the browser. To verify, you could load the website, disconnect from the internet and it would work fine.
For now, it only works with the Google Chrome browser tho.
@Shaheen
Cool. Thanks for the additional info. We’ll give it a test run soon!
Kandy, I have a similar problem. This technique worked fine in October, November and December, but in January and February I get a dialog box asking for a new file or offering me only the option of one other account, and it isn’t the one I need. I downloaded an update to QB between the December and January events and my suspicion is that they blocked this trick from working. I may have to break down and just get a “business” credit card — that’s working fine on my other QB account. Too bad, this was a nice technique while it lasted. If anyone else has figured out how to overcome this, please let us all know!
Hawthill, have you tried the tool Shaheen posted above?
I updated the site. Hopefully it works better for some of you out there in the internet tubes.
THIS. IS. AWESOME!!!! Thank you so much!!!
Absolutely amazing. Thank you for making my life easier. You rock!
Thank you so much! This worked like a charm. I converted 18 months of statements in less than 10 minutes!
Wow!! You saved me hours!! Thank you!!
You’re welcome!
I completed the process, but was not prompted to select an account. QB 2014 recognized that the 2430 code is Chase. It automatically created a Chase account. How do I move the transactions to my bank account?
In step 6, you should be prompted to select an account. We haven’t tried this technique on QB 2014, so the process may have changed. Take a look at your bank account settings and see if you can update there. Please let us know what you find!
How do you get the Financial Institution Code? I am wondering if I can this information for my bank.
I get an error “QuickBooks is unable to verify the Financial Institution information for this download. Please try again later.”
Is there a way around this issue?
This trick no longer seems to be working. So sad. I think QB is pushing everyone to their online version.
Can’t believe this worked! Was ready to fork over the $150 for new version when I learned my bank doesn’t support or something doesn’t support syncing when using yosemite… glad I didn’t using quickbooks 2013 for mac this worked great! Thanks!!
Excellent tip!
Tried to open the QXF I created from Quicken 2015 in Notepad and just got gobbledygook. No discernible English words whatsoever. Am I doing something wrong, or did Intuit put in another hurdle?
My problem was not with QFX files but the QBO file I download was generating the error that “Quickbooks is unable to verify your financial institution. Please try again later.” As if trying later would fix it. My bank was recently bought out by Talmer West Bank. A recent change to their computer system made the account data downloads no longer work with Quickbooks. After several days and several calls to my bank with no luck, I finally stumbled on this site. I used the suggested edit to the QBO file and now it successfully imports the data. The code 2430 is a Chase bank code so in my online banking I now show one of my credit cards under Chase and my business checking account. That does not seem to be a problem but I might try to find another unique code that works. Seems that the people at my bank should know what the correct id code is. Clearly the code that is in the download is not being recognized by Quickbooks even though Talmer West Bank is in the list of financial institutions.
Mel, try using Notepad++. It’s a free download. Just do a Google search for it.
Is there anyway to import QBO files after quickbook 2015 expire in May 2015?
Based on Jay’s comment #71, I opened up the fidir.txt file and searched for U.S. Bank–copied the INTU.BID code and pasted it into that & the FID area of my qfx file, and it worked. 02153 is the number that worked for me. THANKS!
Looks like I goofed leaving my comment. I’ll try again. From Jay’s comment, #71, I opened the fidir.txt file, found my bank’s code (US Bank), and pasted it in for both the INTU.BID & FID, and it worked. I used 02153.
Glad it worked for you Traci. Thanks for sharing the US Bank code!
Using QB Pro 2014 and it work great!!! Thank you for sharing you brain with us:)
I used code 2430… Chase Bank….
Is there a work around for QB Pro 2008? I tried the earlier comments and it did not work. My comp crashed recently and Ihad to re-install the disc. please advise
is there any way to redo the download through pro 2008? itried prior attempts and nothing
btw, I was using Premier 2013
Thank you so much. This worked beautifully and saved hours and hours of time. What a blessing!
I can’t seem to get it to work, Don’t know if I’m just too computer ignorant to do it. Just to make sure, after I have changed the number, and go to save the document do you have to do anything other than change the letters after the . to qbo?
THANK YOU!!!!!! It worked beautifully!
Similar troubles to a few but found a way to make it work. Using QB 2011 Pro and U.S. Bank information. Despite trying Jay’s fix, kept receiving the “Quickbooks is unable to verify Financial Institution information for this download. Please try again later”. Am sure QB is at the root of this problem.
My needs were immediate as taxes were due in 2 days. So tried the QB free trial of 2015 and attempted the import…and it worked. Used 02153 as the code for U.S. Bank. Enabled me to finish taxes far faster…Thanks Everyone!!! Next experiment is to now upload completed files and try QB Online or find a company that actually cares. Thanks Again!!!
I use QB for 3 different companies. This worked around worked great for 2 of the companies (which were set up as “retail”. When I try and use the work around for the 3rd (and most important company), which is set up as “professional services”, I do not see my bank account in the “Use and Existing Account” drop down box. Does anyone know why my bank account does not show up when it does for each of the other companies?
I love you.
I have been manually entering thousands of transactions because my rural bank does not pay the fee. Then my computer had a meltdown, and my backup copy of QB was corrupted. I lost the entire year. So you have saved me from the mindless task of data entry FOR THE ENTIRE YEAR. Thanks!!!
I’ve used this workaround before and was successful again today, using code 2430 with QB 2014.
OFX edits:
-Edited FID to code 2430, as before.
-This time I had to correct bank account # in the OFX file ()
QB did not want to download to the account I already had set up in the COA, so I let it create a new account and it worked.
This trick has been a lifesaver to me, Thanks! Hope my note is helpful and Good Luck to All!
I just updated QB to 2016, and having the same issues with QFX files. I did the change, using code for Chase Bank, and it seems to work. But, I have accounts with Rabobank, and would like to append these transactions to my Rabobank account in QB. When I am asked to import to an existing account, the drop down is blank. Thoughts?
Glad you’ve found it useful and thanks for sharing your tips!
If you need help converting Citibank QFX downloads to QBO, I wrote up instructions here:
https://community.intuit.com/questions/1386709
Using QB 2016 for Mac & dealing with the Costco switch from AMEX to Citibank. I’m having no luck at all, am hoping Costco has a nice “sit-down” chat with Citibank to ask why they want to ignore who knows how many people that use QB & are Costco members.
Hi Jeff, see the post directly above yours for instructions to do exactly this.
After Wasting many hours, this did the trick. Thanks a lot for your help. You saved me the upgrade for $200.
Thank you thank you thank you! Works like a charm and saved me a LOT of time.
Not working for me. I have tried the qboconvert as well as changing the extension. I’ve tried 2430 and 2340 as well as my banks number. When I double click on qbo file, it opens the new tranxaction data window. Import new transactions is already selected and I click ok. That brings up the “Select Bank Account” window where I select “Use an existing QB account” and pick the appropriate account from the drop down list. Once I hit continue, the “Select bank account” window is immediately re-displayed and the only option is create a new account.
BTW I am using QB Pro 2014
I also took a look at the two files Jay mentioned back on June 24. My bank is still listed in those files.
Uuummmm…..AMAZING!!! THANK YOU~~~!!!!
It worked, oh my god! Thank you. I am using QB Accountant 2015 and downloaded info from Bank of America. Very grateful!
Thank you so much!! It worked!
This seems to have did the trick for one of my customers. Thanks
This work around has been working for multiple years for me but my latest import created journal entries for each credit card charge – a debit and credit for each transaction. It did not create the usual credit card charges. Any idea why?
I have tried this fix multiple times with different codes and i keep getting “Quickbooks is unable to verify the financial institution information for this download”
I am downloading from Suntrust which allows download of .qbo files directly. I dont have to change the extension
I have QB 2006 and QB 2013 and no luck with either 🙁
Lee, Im having the exact same issue. I have been using this trick for over a year with no problem. Now all of a sudden it asks me “select existing account” etc.
Have you found a fix yet?
The 2430 code had worked for years, even through mid November, and now is not working. I have also tried 02153. Thank you for the initial code! Any chance you have a new fix???
Never tried this in the past(2013) but was super hopeful it would work. Scrolled down to see the recent(2016) comments. =( No luck for me! Do you have a work around yet? I used 2430 and 02153.
I am still using QB2009 for fear of upgrade remorse.
None of the codes I found online seem to work any longer, so I did some research and found that these work for me: 00915, 10915. Good luck! I hope this helps!
Awesome, thanks for sharing this Dan! We’ve updated the post to reflect these codes.
2430 worked for me on Quickbooks 2016
Good to know, Melissa. Thanks for sharing this info!
I used Test Wrangler for Mac and used code 10915, and it worked!
Wow! Im using IMac I don’t know of a text editor saving to .qbo extension. If there is one will you suggest it? Thanks!
Try Sublime Text, or some people have used Text Wrangler.
Worked in 2014, not in QB 2015.
You rock! Worked with 2430 / QB Pro 2015
What if the bank is Citizens? What is the code for that or where can I find it?
No luck for me either. There may be a current year identifier in the 2017 bankfeed file or there may be a registry key that turns off the ability to upload the new bankfeed file after a certain date. Anyone have any ideas.
I have a US Bank Business account and was able to use 02153 yo import my info
2430 worked for me with QB2010. I just saved it and then in the file manager, changed the file extension from .qfx to .qbo
Thanks Don Nahhas! It worked although it did make me create a new online account but since it seems to be merged with my US Bank register, all is OK. 😉
Just did it with 2017 Accountant Desktop and code 2430. Awesome!!
Using Mac 2014 QB and it’s not working – USB bank changed both the numbers to:
02153
02153
And also tried the other – 5885
Nothing works .. can get to import panel and then hit import, select file named and can’t import.
Message – QuickBooks was not able to complete your request.
This continues to work for me every time downloading from US Bank & using code 2430, importing into QB 2015 Pro. THANK YOU so much for this workaround, it has been a lifesaver!
For QuickBooks 2016 it doesn’t work. Any help would appreciated!!
same message – QuickBooks was not able to complete your request.
2430 still works for me on QB Pro 2018. However I was having a problem and found a solution to turn off the Chart of Accounts and edit the account in question to turn off online services (Deactivate All Online Services) Then I was able to choose the account from a list of existing accounts when it would not come up as selectable when Online Services was Activated.
Thank you! Thank you! Now I can keep my personal accounts in QuickBooks.
I finally got it to work today with QB Pro 2018 desktop by using a code from this link: https://ofx-prod-filist.intuit.com/qb2800/data/fidir.txt, which is the entire current bank list for Quickbooks.
Thanks Kimberly! We’ve updated the instructions in the post with a link to this list.
Thank you for that update!! You da bomb!
C133!! YOU ARE AMAZING! I am SO glad I kept searching and searching online for a solution! Of course, all the time I’ve spent searching, I could have easily entered all the transactions I was trying to import, but that’s beside the point! Your “work-around” worked for me with QB Pro 2019, thank you! My multiple calls to BOA and QB were NO HELP! You helped! Thank you very very much! Blessings!
Can I now be considered a hacker:) Thank you VERY much for the information, it worked like a charm!
Navy Federal does not offer the QBO this fixes my issues and worked great. Now I can get the info like I do with importing other web connect files in my 2017 QB.
Thank you
BobS
Hot diggity! After hours of searching for a solution, this works! Opened file in Notepad, changed bank code to 2430 and saved file name with .qbo extension. So simple. Upload to QBs Desktop shows a different bank name but that’s OK because I was able to import 20 months of transactions. Thanks so much!
This has worked like a charm for me downloading from Citibank using Mac QB 2015 and now Mac 2019. Credit card and checking info. Thank you so so much! A word of advice: when downloading account info, Citibank does offer a .QBO file type option in addition to a QFX, but I have had mixed luck using the .QBO file. One of my credit cards would not import unless I downloaded the QFX file and followed the steps above. But I know I have been able to import using QBO for certain accounts in the past. Something in the code, too deep for me to figure out. Anyway, shortcuts (downloading the QBO file) aren’t always time saving, that’s for sure!
This worked for me, once. Then when I tried to connect additional accounts, everything stopped working and I’m back to using a spreadsheet that converts CSV to IIF.
Did you try changing the INTU.BID tag for each extra account that you tried to connect?
I checked my BMO bank account for QBO and QFX file and the INTU.BID for both is the same 17614, but the DTASOF number and DTSERVER number has a different last two digits at the end of the number shown. For QBO the two digits are 31 for both and for QFX the two digits are 09.
I’ve been using this hack for a year or so, and recently it seems the file format has changed and I can’t import anymore. Is anyone else having this problem? I checked the file for Wells Fargo (one account I have that does pay QB) and the file is different than the one I’m trying to change.
I have used this method many times but this time no matter what number I use when quickbooks opens it wants me to chose my account but there is no account in the drop down list. Only “add new”. any Ideas?
It could be that some of the data in the QFX file has changed, so QB doesn’t recognize as the one that is associated with your current account and needs you to choose a new one. You can’t choose the existing one because it is already linked to an account. You could try unlinking it and then reattempt the file import.
Just wanted to say thank you so much for posting this. Really helps with 5/3 since they took over MB.
You’re welcome! Glad it’s helpful.
THANK YOU SO MUCH, AND FOR THAT LIST! I found Bank of America, threw the code in, saved is as a qbo, and it worked perfect!! You are a LIFE SAVER
I have tried this method with several different banking numbers, but each time I try to input it into QB Pro 2019 it says it cannot read the file that my financial institution sent. Any Ideas?
Sounds like an issue with the file itself instead of the bank code. Check the formatting of the file closely to see if anything looks incorrect. Try downloading a different statement/file from your financial institution to see if that works.
Amazing help, very much appreciated! So much time and effort saved. Thank you so much foe this solution
I have been using this trick for years but now in early Freb 2020 – I can’t get any code to work and keep getting the quickbooks is unable to verify the financial institution code. I’m using Enterprise 18. Any thoughts?
I cannot begin to tell you how grateful I am to have found this! I’ve been fighting with .xls files for my clients with US Bank for years. Thank you so much!
@Duane,
Check the length of ‘NAME’ tag. It can be maximum of 32 Char.
Check Example below:
https://pasteboard.co/J9U4fOR.png
Im having the same problem with trying to download us bank credit card transactions into QB desktop pro 2019. Called Us bank and they said they just dont sync up with QB desktop. I followed all these steps to a T. Changing code in notepad and saving as QBO etc etc. But when i try to import into QB it says “you are trying to upload a web connect file that qb does not support. Contact your financial institution.”
Anybody know the new 2020 version of a work around for this?
Thanks for posting this. Works great!
I created an Automator workflow (mac) to auto-convert a QBX file to a Quickbooks supported QBO file via drag and drop. See screenshot below.
In Automator, create new ‘Application’ (File/New), and save it somewhere handy.
Then add the following workflow steps:
1. Duplicate Finder Item
2. Rename Finder Items
– Replace text
– Find: .qfx copy in full name, ignore case
– Replace: ‘.qbo’
3. Run shell script
– Shell: bin/bash
– Pass input: as arguments
– script:
#!/bin/bash9899 (ETrade) with 3000 (Wells Fargo) numbers in line 2:9899/3000/og; #
# Find / Replace
# To use, change the
# Set first number to your real bank (found in the downloaded QFX file).
# Set second number to the QB supported bank (found in link list).
# https://ofx-prod-filist.intuit.com/qb2800/data/fidir.txt
#
/usr/bin/perl -CSDA -pi <<'EOF' - "$@" s/
EOF
4. Save. Then drag and drop your QBX file onto your saved automator app.
The app will duplicate the original in place, rename it, then search / replace the Bank ID.
Thanks for sharing this Douglas, looks helpful for streamlining the process.
I have a credit card from USAA. Has anyone found a way of downloading from them b/c they allow export in csv or direct connect in qfx but not without direct connect. Thanks.
Edit file as referenced above, use 2430 as code, then rename QB account. Good for DT2020.
11162 worked for Bank of America
Thank you, thank you, thank you!!!! I can confirm 11162 still works for Bank of America
You’re welcome, Ty. Thanks for confirming the code for BoA.
Brian Rainey
Just used it for the first time with 2020 version. Use code 11162 for Bank of America
Also grateful for this workaround! Hitting same snag as another user whereby QB will accept the new file but won’t allow me to associate it with my pre-existing account, since I used to use a different method to import files. C133, you responded:
“It could be that some of the data in the QFX file has changed, so QB doesn’t recognize as the one that is associated with your current account and needs you to choose a new one. You can’t choose the existing one because it is already linked to an account. You could try unlinking it and then reattempt the file import.”
How do I “unlink” the account so that QB doesn’t think it’s associated with any previous imports?
@C133 – you can disregard previous post/question. I was able to figure out how to match the BankID numbers to get QB to recognize the file and match it up! Thanks for this great resource.
@Oren, glad you were able to sort it out. To clarify about unlinking: if there is an issue associating accounts that have already been set up with online bank, disconnecting online banking often solves the problem. Exact steps to disconnect are listed at https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/disconnect-or-delete-an-account-from-the-downloaded-transactions/00/185413.
You guys rock!!! I use QuickBooks 2020 and have a Bank of America credit card. First, I downloaded web connect for Quicken 2018 and above file. Second, opened the file using Notepad and replaced the code with 11162 (works for Bank of America). Third, save the file with QBO extension. Forth, double-click on the file and it opened with a QuickBooks file.
Thank you for the help
Anyone know if the specific code needs to match the specific bank?
Also, does it matter if the account is a bank account or a credit card account?
My bank is US Bank if there is a specific code for that bank.
Just FYI – I used the 2430 code only in the spot and it worked for my US Bank credit Card account! I just clicked on the altered qfx file saved as a .QBO with QB desktop Mac 2020 and it opened and tried to get me to log in to activate WebConnect, which I declined, but then it asked me to associate an account and I did that and voilà, it was all there!
The spot in the above post got stripped out, perhaps because of the brackets? THe “spot” is INTU.BID
It took me several tries because the number kept changing for some reason, but 2430 finally worked for Fifth Third Bank. I’m shocked and very grateful.
This worked beautifully! We got an Alaska Airlines VISA issued by bank of America (BofA). BofA does not provide the option to download QBO files.
1. I downloaded the QFX file from BoF and opened it in Notepad++
2. Updated the code to 11162
3. Renamed the file to use a QBO extension.
4. Imported it into Quickbooks Desktop Pro Plus.
Wow, Thank you Hugh! That worked
Am trying to convert some QFX downloads from Key Bank to QBO for QB Desktop.
Any bank code for that?
Thanks so much Hugh!! I had the exact issue as you and you made my life so easy by including such details in your comment!! It worked for me for the BoA Alaska card!!!