Relay to QuickBooks Desktop: statement CSV exports and OFX limits

Relay provides PDF, CSV and OFX statements. Use the documented web export path while keeping Online integrations separate from Desktop Web Connect.

Last checked: November 9, 2026

Export Relay statements through the web interface

Relay's statement help lists PDF, CSV and OFX formats. In Settings, select Account Statements, check the statements required, choose Export X Statements, select a format and then Export. Another entry point is Accounts, the chosen subaccount, its three-dot menu and View Statements. For a Desktop spreadsheet preparation task, choose the CSV source matching your intended account and period, and retain an untouched copy. Keep a note of the statement selections rather than relying on a downloaded filename alone. The subaccount entry point is useful for identifying precisely which account belongs in a single-account import working file.

Respect Relay's format and link restrictions

Relay documents OFX as a web-only option. Combining several statements is supported only for PDF, and emailed download links expire after four hours. Closed-account statements can be found in the web interface's All tab. These are distinct constraints: the link lifetime does not describe how far back transaction history extends, and PDF combination does not establish a combined CSV option. The earliest exportable date and maximum single-export date span for PDF, CSV and OFX are not documented on Relay's public help pages we checked (Nov 2026) — check the Download/Export menu in online banking. Collect the selected sources while their links remain usable.

A Relay QBO integration is not a .qbo file

Relay's expense-management help describes connecting to QuickBooks Online and uses QBO as an abbreviation for that software. It is not evidence for a .qbo filename extension. A QuickBooks Desktop Web Connect download is not documented on Relay's public help pages we checked (Nov 2026) — check the Download/Export menu in online banking. Relay's documented OFX statement option also should not be relabeled as confirmed Web Connect support. Intuit defines the Desktop Web Connect route as .qbo only. Establish the target application's accepted file before deciding whether a CSV conversion is useful for the records you downloaded.

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 Relay sources and your original records before using an export.