How to download CSV or OBO and Import into Quicken

lcharwell
lcharwell Member ✭✭
my bank downloads transactions for .qbo, but not .qdf. Is there a way to covert so i can import to my quicken

Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited May 25
    That's weird - that they would support download for Quickbooks and not personal software Quicken.
    What exact bank name is this - so we can look up to see how they are supported within Quicken ?
    The QBO format is a QuickBooks Web Connect format used to import transactions into QuickBooks. ". QBO" does not mean "QuickBooks Online". QuickBooks Desktop (PC or Mac) imports QBO files through File-Utilities-Import-Web Connect format.

    Quicken Subscription - Windows 10
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @lcharwell,

    Thank you for reaching out to the Community with your question.

    Could you please provide which version release of Quicken you have currently running?
    • Help > About Quicken

    Also, could you please provide the name of the financial institution you are attempting to download from?

    Please, be aware that if you're trying to download transactions from your financial institution's website, the file extension you will need is ".qfx", not ".qdf" as ".qdf" is the file extension for your Quicken data file. Have you checked to see if your financial institution offers .qfx files for download?

    Please, check back and let us know! Thank you.
    -Quicken Anja
  • lcharwell
    lcharwell Member ✭✭
    New Quicken Home Business Rental. Bank of DeSoto, in DeSoto, Texas. I can download with one step update, but i am wanting to download older statements so i can import them into Quicken. I just created the Quicken file and want my old bank transaction in there, but one step update will only go back and get a few. If i could download old statements, i might could import them into my file. Bank only will download them in .csv, .ofx (Mic money) and .qbo (Quickbooks 2005 and newer)
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited May 25
    It looks like you are asking a couple of different questions all at the same time.
    This appears to be your bank - and it only offers Quicken Express Web Connect for downloading TRANSACTIONS.
    31134    31134    31134    Bank of DeSoto, N.A.    http://www.bankdesoto.com    N/A    https://web11.secureinternetbank.com/pbi_pbi1961/Pbi1961.ashx?RT=111916698&LogonBy=connect3&PRMACCESS=Account    ACTIVE                  
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT 
    For TRANACTIONS, it is totally up to the bank how far back they go - usually about 90 days.
    For downloading "statements" - not really sure what you would get or in what format....
    Do you mean old "transactions" ?
    I guess you could download them in CSV format - which is merely a text file - you can then open in Notepad or Excel, and go from there.
    [EDIT] - also updated topic title to better reflect the actual Q&A

    Quicken Subscription - Windows 10
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    You can use my program ImportQIF to convert/import such formats as .OFX/.CSV into Quicken.
    http://www.quicknperlwiz.com/
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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