Trying to export Quicken file to 'qfx'

jsarp2

I try to export a file to 'qfx' format and it says successful, however the file is not found when trying to import into another software. It shows as qfx file, but it is not recognized in the other software import. Can anyone look at attached and maybe tell me why it's not exporting as it's supposed to?

Boatnmaniac

There are 2 different file types in play in your post.  One is QFX which is the file type that is used with Web Connect...manually downloaded transaction files from financial institutions for import into Quicken.  The other is a data transfer format file called QXF which is a file type used to transfer Quicken data between two different Quicken files.

If you exported Quicken data out of a Quicken file it is in a QXF file, not a QFX file.

The your post talks about QFX and the picture file you attached is named QFX but the file shown in the picture is correctly a QXF file.

When you try to import that QXF file be sure to select the Quicken Transfer Format (.QXF) File option, not the Web Connect (.QFX) File option.

One other suggestion:  Your Quicken file names are unusually long.  Very long Quicken data file names have been known to cause issues.  You might want to consider renaming your Quicken data files to something maybe half that length or even shorter.

Frankx

Hi @jsarp2,

What were trying to accomplish by using the "File export to QFX"?  Exactly what is the name of the "another software" that you were trying to import into?

My understanding is that that "process" was developed to allow users to go from Q for Windows to Q for MAC.  Is that what you wanted to do?  If so, you should have been able to import the file.  If, on the other hand, you were trying to import the QFX file into another application, I believe that simply will not work.

Frankx

Boatnmaniac

Frankx said:

Hi @jsarp2,

What were trying to accomplish by using the "File export to QFX"?  Exactly what is the name of the "another software" that you were trying to import into?

My understanding is that that "process" was developed to allow users to go from Q for Windows to Q for MAC.  Is that what you wanted to do?  If so, you should have been able to import the file.  If, on the other hand, you were trying to import the QFX file into another application, I believe that simply will not work.

Frankx

FYI, I have used QXF to create and set up a new Quicken Windows data file when there is corruption in an existing Quicken Windows file that could not be fixed.  It has worked well for that. 

I have also used it when I wanted to create and set up a test file with a unique Cloud Account that has some of my real financial accounts data in it.

jsarp2

Yes I'm trying a totally different accounting software after 20+ consecutive years using quicken. It's called Moneyline and says it will import quicken QFX files. I guess too bad for me. I can't use quicken any more because an update last fall corrupted my backup files. I finally figured out a workaround, but this last update totally corrupted the entire backup files. No matter what I do it always stops at activity dated 10/15/21 as that is the 1st corruption date. Now I can't even export data from that date.

jsarp2

Basically, I cannot open any of my backup files from ANY date after 10/15/21 without the transactions stopping at 10/15/21. So while I would really like to create and set up a new Quicken Windows data file due to the corruption of my existing Quicken Windows files that cannot be fixed, I can only export to the date 10/15/21 and I just don't have the time and energy to rebuild all of the transactions since then AGAIN.

Chris_QPW

UDPDATE with more information.

You have the wrong impression of what a QFX file is and what it is for.

QFX files are created by financial institutions for you to import transactions.  They aren't for transferring data from Quicken to another personal finance program.  QFX files are also known as Web Connect files.  They are very similar OFX files which are used for the same purpose.   Just to be clear, Quicken doesn't export QFX files.  You can export CSV files from reports and registers.  How well another program might be able to import a CSV really just depends on how complicated your transaction data is and how good it is on figuring out things like putting the right transactions in the right accounts.  Note exporting/import investment data like this would be orders of magnitude harder.

There is a similarly named type of file in Quicken called QXF (Quicken Transfer Format), which is for exporting all the information in Quicken, but it is in a propriety format that other programs will not be able to read.  It is mostly used for people that want to convert from Quicken Windows to Quicken Mac.

Your best bet for exporting Quicken data to another personal finance program would be in QIF format, but it doesn't look like the one you picked allows for that.

So, for that program you will have to start over.

Ps56k2

@jsarp2 -

The MONEYLINE software gives the wrong impression concerning OFX/QFX files as they keep referring to them as “from Quicken” which of course is wrong … they get Imported into Quicken, and they are NOT created by Quicken.  Their video shows the same basic importing of transactions using the OFX/QFX file, just like Quicken does… 

https://www.nchsoftware.com/personalfinance/tutorial.html#import