After import into QuickBooks or Quicken, your data appears in the bank feeds center for reconciliation with your account register. You can add imported transactions to your books or match imported transactions with data you’ve already entered.
This add-in creates OFX files that are compatible with QuickBooks and Quicken versions 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, you’ll then use your product key to unlock the trial to the full version.
Release Notes
Review changes – most recent builds first
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11.99: Expand the limit for Memo fields in the OFX file to 255 characters, from 32.
11.97: Update the documentation with new screenshots and revised instructions. Update the examples to use current dates. Changes to the Options & Settings window’s instructions.
11.95: Changes to work around Malwarebytes uppity false positives.
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.
11.64:
– Handle special characters when passing information to prefill the support request form.
– Detect the computer’s system date format and use it for display in the About & Purchase dialog.
– When importing settings, manage output file locations if the saved location does not exist on the current computer. In this case, default to the Documents folder.
– Handle product keys that include embedded quotation marks (which is rare).
11.61: Refinements to changes made in 11.59. Change so when adding older product keys on a new installation the Good Through date is set (instead of displaying “‘———-“).
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.
10.68: 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.
10.38: Prevent very small numbers for investment quantities from being formatted in scientific notation in the OFX file.
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.
