Bank Import File Types


Acumatica help lists 3 files types for uploading. 

  • OFX (Open Financial Exchange)
  • QBO (QuickBooks Online)
  • QFX (Quicken File eXchange)

When choosing a “Statement Import Service”, I only see an OFX option.  Maybe it handles all 3 file types above, but I’m getting errors with QBO and QFX files so I doubt it.

How do I get or add the other Statement Import Services / PX.Objects?




Best answer by Russ 17 November 2022, 19:19

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3 replies

Userlevel 2

Did you get this figured out?


Did you get this figured out?

I did, in a way.  Our bank has a normal platform and a “Treasury” platform (which we are on).  The treasury platform is run by a 3rd party.  They have spaces in the header of the QBO file that Acumatica doesn’t like.  Had to write a script to remove the spaces and it uploads fine.  No idea if the bank or Acumatica is wrong about the format.


TL;DR  Yes, OFX will open a properly formatted QBO or QFX file.


Wish we could import BAI2 files on this page.  That’s what the treasury platform prefers to export.

Userlevel 2

Thanks for the reply.  


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