Please confirm a software that converts CSV files to OFX files.
I am attempting to use the reconciliation in sage, but my bank only have files in CSV format.
I don't think so. If you have the newest version of Sage 50, you can use Automatic Bank Feeds. They are pretty awesome.
Shirley Byard, President BestBusinessStrategies.com
Thank you for the response. Unfortunately, the banks do not have the Automatic Bank Feeds feature.
Mine didn't either, but now they do.
You can also use QFX (quicken download)
Great responses. We researched the QFX options with our banks also, but they only had CSV or PDF.
I am in WV. We even have bank feeds here. Maybe it is time for a new bank??
Did you ever get a solution to this problem? I am looking at every related post and no one provides a proper solution. Not even Sage 50 support can help.
If you have the subscription version of Sage 50, then you can use the Bank Feeds portion of the software which doesn't require either an OFX or a CSV file - it simply pulls in the information from your linked bank account. If you do not have the subscription version of Sage 50, then you can ONLY import into the Account Reconciliation module using OFX/QFX formats. If you are interested in confirming the version of Sage 50 that you are using, or for information regarding upgrade specials, please contact us at https://pcosupport.com or 800-780-0700 or 954-961-0600.
*Community Hub is the new name for Sage City