Tools and Partner Resources

  The following information and tools are intended for financial institution and solution provider partners who are
   implementing OFX solutions.

Install Microsoft Office Accounting Express 2007

To test your branding files, you must install the latest version of Microsoft Office Accounting.
Microsoft Office Accounting has a downloadable Express Version which offers the same rich Online banking capability as the Professional Version.
Click here to download Office Accounting Express 2007.

Testing connectivity and branding

To connect to your OFX solution from Office Accounting, and seeing the logos, URLs and contact information within Office Accounting download bankimporttoolv2.zip and follow the instructions in the document.

Testing 2 Way OFX Branding Files

To learn more about how to setup online banking in Office Accounting, create log files for review, and supported banking and payments scenario click here.

Certification Audit

The auditing process is designed to verify the validity and completeness of the data passed back by the server in certain scenarios before letting users connect to it through Microsoft products. To speed up the auditing process, our partners should gather or create all the required test accounts and complete all the auditing cases provided by Microsoft before the process begins.
Click here to download OA audit sheet.

Support Knowledgebase

Microsoft support representatives regularly update the knowledgebase with new articles and content based on the support questions they receive. You can access the latest support content here.

OFX Message Set supported by OA and Trouble Shooting OFX

Click here for the OFX Message Set that is currently supported by Microsoft Office Accounting 2007.
Some commonly known OFX issues and their resolution is here.

Note:Following instructions assume that you have applied for Certification and have been sent the Branding File and other test instructions.
 
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