Need to import bank or credit card transactions in a CSV/Excel/XLSX/XLS file into Quicken or another app like Banktivity, but cannot seem to make it work?
The Solution: try ProperConvert app. It can convert your transactions into a format from CSV to QIF that Quicken, Banktivity, MYOB can import.
Extract transactions from CSV/Excel/XSLX/XLS files. Convert transactions to QIF format compatible with your accounting or personal finance software
Review transactions before converting, apply custom mappings to get right columns from CSV/Excel files
Easy to use: select your app from the list to have a QIF file created to be compatible with your accounting software.
Free trial and support: try it for Free before you buy and receive full support before and after you order.
Convert all your banking transactions on your computer without uploading your or your client data and worry about privacy issues
How To Convert a CSV File to the QIF Format and Import Into Quicken and Banktivity
The example below shows how to convert a CSV or Excel file to QIF format. First we need to prepare CSV file. You can use our sample CSV file, open it in Excel or any other software and modify it.
Summary of the steps shown in the video:
Convert CSV to QIF
Start ProperConvert app and select a CSV file
The most important part is that the first line must have column names like date, amount, payee, memo, check number, category and each line should represent one transaction.
Review Transactions and apply a custom mapping if automatic mapping requires an adjustment
Set the Output type as QIF, set the account type and the QIF target, some apps like Quicken 2005-2017 do required account name exactly as you have in Quicken
Set account type the QIF target which is Quicken for Windows.
The output date format is can be adjusted depending on selected QIF target
Click the Convert button, confirm the file name and we have the file created.
IMPORTANT: Review transactions before converting. 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. Reassign columns to QIF fields if needed.
Expenses must be negative and payments to the account must be positive. Your credit card file may have expenses positive. Adjust CSV Mapping if needed. Click 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.
Supported QIF targets:
Quicken Classic Windows 2018+
Quicken for Windows 2017
Quicken 2005-2017 for Windows
Banktivity
Microsoft Money
NetSuite
MYOB
Reckon
YNAB
Quicken 2007 for Mac
Quicken UK
AccountEdge
Other apps (you may need to set expected date format)
Import Created QIF file into Quicken
With the QIF file created, switch to Quicken and follow these steps:
Backup your Quicken data file
Click file, file import, QIF
Click Browse, and select created QIF file
Select an account from the drop-down list
Click Import.
Review Imported transactions.
Import created QIF file into Banktivity
Eith the QIF file is created, let's switch to Banktivity and import created QIF file:
Backup your Banktivity data file
Select 'File' - 'Import transactions' undewr the main menu
Select 'Import File' and select created QIF file.
Select a Quicken account to import and click the 'Continue' button.
Now your data is imported. Review transactions after import.
Choose File menu > File Import > Import security prices from CSV file. In the File field, enter the name of the ASCII file that contains the price data. The data must be in an acceptable CSV format.
The QIF file format was originally established by Quicken for use in its financial applications. However, the QIF file format is now used in many other financial applications, including Microsoft Money and GnuCash. The XLS file format may be converted to the QIF format by using a free add-on for Microsoft Excel.
CSV stands for Comma-Separated Values and this file type stores tabular data in plain text. It is not a standardized format like OFX and QIF. Different banks provide CSV files that are in various layouts. You should only choose CSV files if OFX, QFX or QIF files are not available.
A: The Quicken interchange format (QIF) is a specially formatted text (ASCII) file that lets you to move Quicken transactions: From one Quicken account register into another Quicken account register, or. To/From another application that supports the QIF format.
In the account register, go to the new transaction line directly by typing CTRL+N. (The new transaction line is typically at the bottom of the register unless a different sort order has been selected). Change the date if necessary. If this is a check, enter the check number in the Num field.
When you open your Quicken data file in a new version of Quicken, your data file is updated to work with the newer program. We call this converting your data. You can also "convert" your data from Quicken for Windows to Quicken for Mac (or vice versa).
To convert a CSV file to QFX, you'll need to open the file in the conversion software.Once opened, select the “Convert” option from the menu bar and choose “QFX” as your output format. Your software will then create a new QFX version of your file in the same folder where you saved your original CSV file.
Download, set up, and initiate the QIF2QBO software. Choose a QIF file containing transactions and review transactions. Make sure to create a backup of your accounting software file before importing any other file. Use the 'Convert' option to change your QIF file into a QBO file.
Most personal money management software, such as Microsoft Money, GnuCash and Quicken's low end products (e.g. Quicken Personal and Quicken Personal Plus), can read QIF files to import information.
Go to File > Save As.The Save As dialog box appears.In the Save as type box, choose the text file format for the worksheet.For example, click Text (Tab delimited) or CSV (Comma delimited).
When a comma delimited file (. csv extension) is opened outright, it automatically opens in Excel and Excel will remove all the leading zeros in the data field. To upload the file as Excel, the leading zeros must be preserved. This can be done by changing the columns to “text”.
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