Lili to QuickBooks Desktop: CSV exports and the OFX compatibility conflict

Lili documents CSV, OFX and PDF, but its Desktop OFX claim conflicts with Intuit’s .qbo-only Web Connect instructions.

Last checked: November 9, 2026

What Lili says you can retrieve

Lili's integrations and financial-tools FAQ lists CSV and OFX transaction records plus PDF monthly statements. It describes exporting the complete transaction history and keeping statements and transaction records during the account's lifetime. That is useful evidence for an account-lifetime retrieval plan, rather than a fixed rolling-month ceiling. Access after account closure is not documented on Lili's public help pages we checked (Nov 2026) — check the Download/Export menu in online banking. Download the records needed for a cleanup while you can access them, preserve their periods and keep the originals separate from the import working copy.

The OFX claim needs both official sources

Lili's FAQ says OFX can be imported directly into QuickBooks Desktop. Intuit's Desktop instructions say Web Connect works only with .qbo files and that QFX and QIF do not work there. The available evidence does not establish which other workflow, if any, explains Lili's OFX statement. Preserve this compatibility conflict instead of relabeling Lili's OFX export as a confirmed QBO file. If Web Connect is the route in your installation, verify the actual extension and compatible import instructions before proceeding. Renaming an OFX file or choosing a different filename cannot independently establish bank or Intuit acceptance.

Do not substitute the Online integration for a Desktop answer

Lili's separate QuickBooks cost and integration help addresses supported QuickBooks Online plans. It notes that other versions, including Desktop, may need manual import. That explains why a Desktop user should investigate a file workflow, but it is not evidence that a .qbo download is available. Keep your exact destination product written down before following an integration link. For this task, the CSV export documented in the financial-tools FAQ provides a possible spreadsheet source, while the Online integration describes a separate account connection. Neither source provides a verified current Desktop screen sequence for downloading a Web Connect file.

Prepare the downloaded records

Before importing another file, compare its transactions with entries already recorded in Desktop. CSVQBO cannot inspect your company file, and duplicate prevention must be checked in the destination software. Shared preparation checklist

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Written by Zijian Xiao; verify the Lili sources and your original records before using an export.