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.
Request a Call Back
Talk to our Quickbooks Proadvisor and resolve your issue over a phone call.
What is Qbpro?
We are a Quickbooks and TurboTax consulting firm that takes care of all the issues that people might ever face within these programs. If you are using any of the above platforms and are continuously faced with bugs then we are here to help. You can connect with us for errors related to Quickbooks or TurboTax via any of the medium below:
Here is what people have to say about us.
We are proud to announce that we are covering entire Canada. Thus if you face any issues now, give us a call as our proadvisors work 24/7 to get your issues fixed.
Disclaimer: QBpro.ca is a reputable QuickBooks® Consulting firm that provides professional support services related to your accounting software. It is also a front-runner in providing 3rd party technical support services for quickbooks.
"Get QuickBooks Support, no matter where you are living in Canada. Just Call and get issues fixed."
Resolve your every issue on a
Free 30 minutes call
We hate SPAM and promise to keep your email address safe.
Get FREE 30 minutes, Resolve your issues now!