Bank Reconcile QFX Import
New for AcctVantage 2017, QFX files may be imported to assist with reconciling your bank accounts.
Download QFX file from your bank's website.
Most banks provide an option to download a QFX formatted file. Procedures will vary by institution.
Open the Check Reconcile Window
Navigate to Accounts Payable > Check Reconcile
Select the account to reconcile
Select Import QFX
Select QFX File
Select the file downloaded from your bank's website.
Review Matches
After selecting your QFX file, AcctVantage will attempt to match uncleared transactions. Items with a valid match are highlighted in; items without a match are in red.
Clear Matches
Selecting "Clear Matches" will populate the reconcile screen with the matched items marked for reconcile. At this point, you may clear additional items, or unclear items that were marked in error. Otherwise, proceed with Check Reconciliation as normal.