Quicken OFX Version ?

ISM11AT
ISM11AT I do not have Quicken yet Unconfirmed, Member
edited July 2023 in Download, Add/Update Accounts (Mac)

I am working with bank, currently building QFX format file Account Report which can be used by Customer to upload on Quicken. I have few question

  1. Which OFX version is supported by Quicken?
  2. Which format is supported SGML or XML? From version 2.0 , are we using XML format?
  3. Which version is supported for Loan Statement ?
  4. How can I test file ? Is their any test portal which can be use to test the file

Thanks in advance

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If the bank has signed the contract with Intuit to be a "Participating Financial Institution", the bank can get this info from Intuit.

    If not, this in an inappropriate question

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Yes, this information for financial institutions come from Intuit; the bank you are working for has access to this information. This information is not available to consumers.

    Quicken Mac Subscription • Quicken user since 1993
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