After import into Quicken or QuickBooks, your data appears in the online banking center for reconciliation with your account register. Here, you can add missing transactions to your books or match your imported transactions with data you’ve already entered.
This add-in creates OFX files that are compatible with versions of QuickBooks and Quicken that are currently supported by Intuit:
Download this add-in for a free trial, which allows you to try before you buy. You can use the trial to test in your environment to create up to 100 individual transactions (e.g. 100 checks.) When you purchase then use your product key to unlock the trial to the full version.
Review changes – most recent builds first
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11.87: Stop adding notes to worksheet cells as a QIF file is being imported because it causes a crash on some computers, though we have been unable to reproduce the issue.
11.86: Renamed some menus and ribbon buttons for clarity. Check the server for new builds only once per day. Changes to the installer to make it clear Excel 2016, 2019, 2021, and 365 are all supported.
11.81: Improve the “check for updates” button on the Ribbon which will now tell you when there is a new update. Improvements to support-related information added to IIF files.
11.78: Better handling for keys when a space is omitted from the name portion of the key. Changes to the way connection errors are added to the IIF file for support review to prevent over-zealous warnings from QuickBooks.
11.62: Better handling of QIF files with alternate formatting in conjunction with the option to import QIF files that don’t have transaction terminators. Handle very large settings .dat files.
11.61: Updates to changes made in 11.59. When adding an older primary key on a new installation, change so that the Good Through date is displayed instead of “————“.
11.59: Updates to the support request window and to error messaging around adding product keys. Add check for updates button to the IIF Creator’s custom Ribbon tab for newer Excel versions and to its custom menu for older Excel versions.
11.48: Make sure payees and memos aren’t longer than the max length for their fields after special characters are encoded. This should not be required, but QuickBooks incorrectly tests the field length before un-encoding it.
11.27: Make sure older annual keys work properly with newer primary keys. Better alert messages when subscription is due or overdue. Add warning to delete key message to explain that it’s unusual to delete keys.
11.08: Changes to About & Purchase dialog and key validation.
10.68b: Add the install troubleshooting slide to the installer.
10.68: Fix an “Automation Error” issue when attempting to export to OFX.
10.61: Set and correctly display good through date in About dialog for certain upgrade paths.
10.19: Changes to About & Purchase dialog to handle more than one product key. Fix for Excel 2016 to resolve issue where app would not load properly.