Importing an OFX file

KM5
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Importing an OFX file

Hi,

 

I am trying to import an OFX file for a month prior to bank feeds working.

 

I am gettingthe error message 'Error occured reading QIF file upload'.

 

How do I tell it I'm uploading and OFX file??

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MYOB Moderator Melisa_D
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Re: Importing an OFX file

Hi @KM5

 

Thank you for your post, I hope you're finding helpful information on the Community Forum. 

 

Can I please clarify if you are using AccountRight ? If so when the error message appears, can you please attach the Diagnostic log for further investigation?

Cheers,
Melisa

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KM5
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Re: Importing an OFX file

Hi Melisa,

 

Thanks for your reply. The error was in MYOB Essentials.

 

I ended up calling MYOB support. They found no way around the error which was 'Error loading QIF file' (even though it was an OFX file) so I went back to the client and requested the QIF files.

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MYOB Moderator CloverQ
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Re: Importing an OFX file

Hi @KM5 

 

Thank you for the information. 

 

When importing bank statements in Essentials, it will automatically read the file format, you don't need to tell it whether it's QIF or OFX that you are importing. 

 

This error message is a confusing one, it is in fact talking about unable to recognise/load that file format. If the OFX file is v2.x it is not supported by Essentials, it can only read v1.x OFX files. It is up to the bank which version they are providing, I've just tested with CBA bank statement OFX file which imports fine. From memory Westpac one also works. 

 

Therefore, if the particular bank your client is with doesn't provide the supported files, QIF files would be the way to go. If bank feeds is available for that account, it would be better to set up bank feeds so transactions are delivered automatically.

 

I hope this helps. 

Cheers,
Clover

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