#HOW TO OPEN QFX FILES VERIFICATION#

You're attempting to import an unsupported file type (XXX). Please export to a QIF, OFX, QFX or CSV file to continue.Īs the message says, you mistakenly imported a QDF file which is a file we cannot read due to it being encrypted by Quicken. This is an encrypted file can only be read by Quicken. Try again and if it still fails, please contact us. You can learn more about this tool below in the Check for Duplicates section.Ĭheck this option if you want all of the transactions you're importing to be marked as jived. This will open a new page where you can compare the imported transactions with those in your transaction register to see if any already exist. This does not affect any transactions that have previously been imported and added to your transaction register.

#HOW TO OPEN QFX FILES VERIFICATION#

This will delete all the transactions that are currently in the verification queue. Any accounts or categories that exist in the selected transactions but not in ClearCheckbook will also be added. The rest will remain in the verification queue. Only the selected transactions will be added to your transaction register. Any accounts or categories that exist in the imported transactions but not in ClearCheckbook will also be added. Verify Imported Transactions action bar ActionĪll transactions from the imported file will be added to your transaction register. Any accounts or categories that are attached to these transactions but aren't already in ClearCheckbook will also be added. Once everything looks good on the Import Verification page, you have the option to add all of the transactions, or a subset of them, to your transaction register. Permanently add the transactions to your register You have the chance to edit or delete these transactions before fully importing them to your register. This is your chance to look over the transactions and make sure things like the dates and amounts look correct and that the fields matched up properly. Think of this page as a waiting queue before the tranasctions are actually added to your transaction register. The Import Verification page shows all of the imported transactions in a table very similar to your actual Transaction Register. You'll be redirected to the Import Verification page once the transactions have been loaded.

Depending on the size of this file this might take a minute or two. You can learn more about these options in the Import Options section.Īfter setting the import options the actual transactions will be processed from the file. There are also other options you can change on this page that will affect how the transactions are imported. Setting import options and field matchingĪssuming transactions were found in the file you selected, you will be redirected to a page where you can match the fields in the file to those in ClearCheckbook. If you're importing a CSV file, make sure the file adheres to our recommended file structure. The first thing you need to do is select the file QIF, OFX, QFX or CSV file from your computer. That process is explained in brief here but in more detail in their own sections on this page. The importing flow is broken into a few different sections to make whole process easier and more foolproof.

How to open qfx files