24 Oct 2017
If you are struggling to import your banking (American Express) transactions within accounting program then you can do that with the help of OFX file.
An Open financial exchange is a document format wherein you can safely and securely share your business data with other applications. Thus if you are looking to share your financials with your Quickbooks account then you can do the same with the help of OFX file format. The process of using OFX files is simple, just log into your banking account through their website. Download all the data that you are looking to analyze in the OFX format and upload the same within Quickbooks or any other accounting software you are using.
By tracking all your financials, you can get a true picture of all your liabilities. It is only after tracking these financials you can plan out your budget and can keep both the expenses and the liabilities at the minimal.
You can even track down all your purchases and from the next month onwards you can plan out accordingly.
With the help of imported data, you can reconcile your transactions with the bank. Thus the verification can be done easily and the loopholes can be tracked down more conveniently.
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