OFX to QBO converter

MCD2
MCD2 Member Posts: 1 Novice Member Novice Member
edited March 28 in Accounts Hosted

I am in New Zealand. I export the bank files for my client's rental property for importing into Reckon Hosted once a year. Their bank no longer supports QBI exports. I can get CSV, OFX, JSON, PDF. This is just a small set of accounts but there are quite a few transactions. If I'd known there would no longer be QBI files I might have keyed the data once a month. Hindsight is a wonderful thing. I'm looking for a safe cheap, or free, converter for an annual conversion of files. It is not worth paying a full subscription, I may as well key the data in. Any recommendations?

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Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,644 Reckon Community Manager Community Manager

    Hi @MCD2

    Just to clarify, when you say the bank no longer offers QBI exports, do you mean a QIF file export?

  • CDK
    CDK Member Posts: 10 Reckoner Reckoner

    Yes, I was having a moment ! Mixing up QBOs and QIFs !!!

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,644 Reckon Community Manager Community Manager

    I've had a look around and while I've found some online sites on Google that offer conversions of file types eg. OFX to QIF, they're all 3rd parties which we have no affiliation with so can't recommend or endorse them.

    While they may do what you're looking for, using a 3rd party file conversion is at your own risk and discretion.

    This thread is open though so perhaps fellow Community members may be able to offer some insights or reviews on whether any conversion tools or services.

  • Datarec
    Datarec Reckon Staff Posts: 1,281 Reckon Staff Reckon Staff

    @Rav

    I tried this online CSV converter

    https://csvconverter.biz/

    Provided it with an example CSV

    And it generated the following QIF

    And as you indicated "using a 3rd party file conversion is at your own risk and discretion."

    If a user is familiar with or proficient with Excel, a script could be written.

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