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Direct Connect Implementation Steps

OFX specification
All versions of Quicken and QuickBooks support OFX 1.0.3 (401K code to 1.0.3 and use tags from 2.0).
However, only Quicken for Windows will support OFX 2.0 style (i.e. xml header with end tags) for all supported message sets.
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.
Direct Connect Connectivity Flow
This document contains a high level connectivity flow explanation for OFX Direct Connect sessions with the Quicken for Windows, Quicken for Mac and QuickBooks products.
Quicken Data Mapping Guide and QuickBooks Data Mapping Guide
The purpose of the 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.
This data mapping guide explains how OFX tags are used in Quicken and QuickBooks. Tags with special meaning or that are not used (ignored) in Quicken are listed.
FIAT Direct Connect Test Plan
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
This document should be used as a guide throughout server development to better understand the customer experience when using Intuit products.
To test the validity of your OFX implementation and to assist you in planning for FIAT (Financial Institution Acceptance Testing), use the FIAT Direct Connect Test Plan. This document should be used as a guide throughout server development to better understand the customer experience when using Intuit products. This document is similar to the testing material our QA team will be using to perform FIAT for your implementation.
Helper Applications
OFX Viewer Tool: This is an OFX parsing tool which you can use for OFX Logs as well as OFX Request and Response files to find common issues in the code.
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.
OFX Client Tool: OFXClient Tool: This sends an OFX request file (or files) to a server, displays the response, and saves it to disk. It also shows HTTP flags returned by the server.
QuickBooks ofxlog.txt De-encryption Tool: This application un-encrypts QuickBooks' OFX logs so that the OFX Viewer (and you) can view them.

Bill Payment Implementations: For Implementations involving Bill Payment, the following reference documents are imperative for review for the development of this functionality.
Payment Processing Spec - This document describes the support options for payment processing in Quicken and QuickBooks.
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.
Note
Working with a well-established OFX solutions provider can significantly reduce implementation times.
Intuit strongly discourages the use of a 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.
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.