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Banking QFX File Import - Unexpected Error

edited Oct 17, 2025 1:52PM in Ask A Guru 9 comments

I have been attempting to import QFX files downloaded from our bank so that we can bank data for reconciliation.

This has all been done in Sandbox for testing purposes.

I created a Financial Institution Parser Plug-In file and attached it to the Format Profile for our bank's Financial Institution record. The Format Profile has been configured with our Code Type Mapping and the bank's Account Linking for our desired account.

When I attempt a manual import using the Financial Institution and Format Profile, I get a message that the file successfully uploaded. However, the actual import of the file on the Banking Import History fails with the reason being "Unexpected Error".

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