I’ve been using Manager.io for a few months. I have downloaded statements in .ofx and .qfx format. I followed the instructions for uploading. I select the data file from my drive, but when I click “Next” the filename disappears and nothing else happens. The Choose File field is blank. If I click “Next” again it returns an error: “The file you are trying to import is invalid.”
I have run through this several times with both file formats.
Thanks in advance for any guidance you can provide.
MacOS 26.5.2
Manager Version 26.3.13 (${version})
Hello @tbeckett,
Welcome to the forum.
Unfortunately, I can’t say that I am familiar with either .qfx or .ofx. However, my daily .csv imports are going as expected.
Judging by past experience in this forum, it’s likely that the last file contains an edge case like an illegal character or non-standard structure – which is strangely not uncommon with a lot of banks.
To troubleshoot this, you can:
- Use an online tool to validate the file.
- Try to run another import of previously imported statements in a new test business.
- Share your failed statement files here in the forum. If you are uncomfortable doing that, you can PM me here and I will check them out privately.
Thanks so much. The “Import Bank Statements” guide says:
"Manager will accept statements in these formats:
- *.qif
- *.ofx
- *.qfx
- *.qbo
- *.sta
- *.swi
- *.940
- *.iif
- *.csv
Note
Use *.csv format only if your bank offers none of the other options.
My credit union offers account data in .ofx (Open Financial Exchange, .qbo (Intuit Quickbooks), .qfx (Intuit Quickbooks), and .csv.
I just followed the instructions. These are the compatible file formats. I haven’t tried using .csv yet because the formal guidance is that’s a last resort. I’m going to try .csv now. I’ll report back.
Okay, I figured it out. There’s a dropdown to select which account the file corresponds to. It’s hard to see. I missed it completely. Problem solved!
Glad you found your solution.
