Reporting qfx file

I bank at Chase - which allows me to download statements and transactions in QFX file format. This format is also supported by Discover. But what works even better is associating the QFX file extension with the money import executable so I can simply click "Open File" from my Edge Browser download notification window. Problem was, though, that when I tried to associate that program with the QFX file extension, Windows wouldn't let me.

Microsoft Money. QFX File Association. Error with Target Red Card. QXF file? Windows Mac. A QXF is not a file type you can get from your bank. If you need information on downloading QFX files, you can find that here. You can also find troubleshooting steps here. More about QXF files The import and export of financial data using the QXF file format is limited to the accounts, transactions, scheduled transactions, categories, and tags of non-investment and non-business accounts.

The import and export of investment and business accounts, transactions, budgets, attachments, reports, and application settings is not supported by QXF. Quicken for Windows , , and the release can import QXF data from Quicken for Mac , , and the release.

The only data imported is Checking, Savings, and Credit Card accounts and transactions. Quicken for Windows , , and the release can export QXF data to Quicken for Mac , , and the release. Investment accounts are also exported, but transactions and position balances are not. QXF file. In the QXF export dialog, accept or change the name of the file to be created.

A confirmation message displays when the process completes. Create a new Quicken 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.

You'll see a confirmation message when the process completes. If there are errors, you can click a link to review a log file that contains more information about the QXF import.

Yet the site didn't use https and there is no guarantee the converted file won't be injected with any malicious code. I would still recommend change the extension name manually or using a proven converter app. Thanks, but I already did that too. I was told that no help is available to me unless I upgrade to QB and pay an ongoing extortionary subscription rate.

When you save to your computer assuming you are using Windows there should be an option to save file as. There should be a drop down that allows you to pick all file extensions. At the end of the day it is just a text file that you should be able to open in notepad to review.

The caveat is you may need to change some of the tags in the text file. That's only if you want that data to come through in the Quickbooks memo field. Since you have 15 months to go through this may take some time. There doesn't seem to be an option to change the extension in either computer.

Thanks for getting back in here, Corki. Let me add some details on how to fix this. To change the extension to the supported file, I suggest having a converter tool. However, if the issue persists, I encourage you to contact our support team. They have the tools to check your account further. Feel at ease to let me know if you have other QuickBooks concerns.

I'll make sure to get back to you right away. Have a nice day. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. How to get a QFX file from my bank into quickbooks?

Reply Join the conversation. Thanks to whomever posted it! Level 2.