Importing OFX Data (3 replies)
David, to achieve this, you would need to convert the file from a CSV format to the OFX format.
We're not 100% familiar with this, but my belief is that OFX is Xml format, so you would need to use the XmlWriter to achieve this.
This is as far as our knowledge of OFX.
Thanks
I can offer a little help on this David, we used a 3rd party tool to convert our Paypal csv to ofx format, it did need a little manual edit after to import into Sage 300 but worked OK. OFX depending on the version is similar to XML but has unique header information so I believe you could nearly create an OFX file with Iman but ultimately it would still need a manual edit afterwards.
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We also received banking transactions in CSV format and wish to import into Sage Accapc 300ERP for bank reconciliation purpose. Sage import or accept banking data in OFX format. How can we convert this data into OFX format for purpose of bank reconciliation?