Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge. Make sure to set the Account Name and the Account Type to create a QIF file for the right account. Click the 'Change amount sign' button once per file if expenses are positive on the CSV file. Your Credit Card file may have expenses positive. Review transactions after import.Įxpenses must be negative and payments to the account must be positive. For Quicken 2018 or later you have to select the actual account. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.įor Quicken 2017 or earlier, it is important to select ''All Accounts''. Before importing a QIF file make sure to backup your data. Now the QIF file is created, let's switch to Quicken and import created QIF file. Import created QIF file into Quicken 2019 Set the Account Name and the Account Type to create a QIF file for the right account, set the Date format if applicable.Ĭlick the 'Convert' button to create a QIF file. Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015. Click 'Charges/Withdrawals' are positive if expenses are positive on the CSV file. Your credit card file may have expenses positive. Reassign columns to QIF fields if needed.Įxpenses must be negative and payments to the account must be positive. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.
You may also copy your data from an open spreadsheet like Excel and paste it inside the application. Make sure you are using the latest version of. Step by step instructions for Windowsįollow the steps below for the Windows version, followed by the Mac version.
#Csv2qif converter example how to#
This tutorial shows how to convert a CSV file from your bank or credit card statement to QIF and import into Quicken 2019.
#Csv2qif converter example software#
Step by Step Tutorial for CSV2QIF Convert CSV or Excel files into QIF format and import into Quicken or other accounting software
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