| Intended Audience: Financial institutions undergoing a system change (such as a merger) that will impact their OFX servers. |
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The templates on this site provide conversion assistance for your customers. |
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Find the appropriate guide by connection type, product, and version year. Each downloadable file includes a page of financial institution (FI) conversion instructions as well as the customer conversion guide. Follow the FI conversion instructions carefully to customize each customer guide. |
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Intuit recommends that you provide your customers with at least 30 days to complete the conversion instructions. |
| Quicken for Windows-Banking |
Quicken for Windows-Investing |
Quicken for
Mac |
QuickBooks for Windows |
2005 - 2006 |
2007 - 2008 |
2005 - 2006 |
2007 - 2008 |
2005 - 2007 |
2005 - 2007 |
