Guides
Step-by-step help for getting bank and credit card transactions into QuickBooks and Quicken, checked against Intuit's and Quicken's own help pages.
QuickBooks
- Import a QBO file into QuickBooks Desktop Web Connect import, step by step.
- Import a CSV into QuickBooks Online Step by step, with a formatter for the right CSV layout.
- QBO import errors and fixes What QuickBooks error messages mean and how to fix them.
Quicken
- Import a CSV file into Quicken Turn a bank CSV into a file Quicken accepts.
- Quicken Web Connect What Web Connect is and how QFX import works.
Bank files and formats
- Download a CSV from your bank Where major banks put the CSV download.
- QBO vs QFX vs OFX vs QIF The four bank file formats compared.
- Open a QBO file What a QBO file is, with a viewer.
- Open a QFX file What a QFX file is, with a viewer.
- Open a QIF file What a QIF file is, with a viewer.
- Open an OFX file What an OFX file is, with a viewer.
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