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Mapping your financial institution data to the OFX specification is integral to building your OFX server. |
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Many OFX Implementations have proven to be a complex set of tasks that have taken many months to complete. |
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Intuit strongly recommends that you dedicate people with the following skills to accomplish your data mapping:
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Strong business and technical background. |
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A detailed understanding of the architecture of your financial institution data structures. |
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An understanding of the Intuit Online Services product you are implementing. |
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All versions of Quicken and QuickBooks support OFX 1.0.2 (401K code to 1.0.2 and use tags from 2.0). |
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However, only Quicken for Windows will support OFX 2.0 style (i.e. xml header with end tags) for all supported message sets. |
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Most of our financial institution partners support multiple clients (Quicken Windows, Quicken Mac and QuickBooks Windows) and since only Quicken for Windows supports OFX 2.0, our recommendation is to simply implement OFX 1.0.2 so it will be compatible with Quicken Mac and QuickBooks Windows as well. |
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The purpose of the Quicken Data Mapping Guide is to assist Business Analysts and Developers at Financial Institutions or OFX Server Providers in the development of their OFX servers and help generate the best customer experience for our mutual customers. |
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This data mapping guide explains how OFX tags are used in Quicken. Tags with special meaning or that are not used (ignored) in Quicken are listed. |
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To test the validity of your OFX implementation and to assist you in planning for Intuit FIAT testing, use the FIAT Direct Connect Test Plan |
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This document should be used as a guide throughout server development to better understand the customer experience when using Intuit products. |
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OFX Viewer Tool: This is an OFX parsing tool which you can use for OFX Logs as well as OFX Request and Response files. |
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OFX Formatter: This is a tool that reads in an OFX file (including an ofxlog.txt file) and adds carriage returns, line feeds and tabs to make it more readable. |
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QuickBooks ofxlog.txt De-encryption Tool: This application Deobfuscates QuickBooks' OFX logs so that the OFX Viewer (and you) can view them.
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Good Funds Spec - This document describes the support options for payment processing in Quicken and QuickBooks. |
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QuickBooks Extended Payments Guide - This document describes the QuickBooks implementation of Extended Payments under OFX. It explains the user interface within the client and also describes how QuickBooks uses the extended payment aggregate. |
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Intuit strongly discourages the use of Social Security numbers for any account related values. These may include, but are not limited to: Customer ID, Account Number, PIN, Password, or Challenge Phrase. |
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Once Social Security number is used for an account related value and customers have established their online account within Quicken or QuickBooks, customer action will be required to change from their Social Security number to a new value. |
