One TODO item from that post was easing the process of importing transaction data in QIF format into Quicken. Quicken stopped supporting QIF import some time ago with a move to an OFX format. I found I could not import QIF data into Quicken Essentials for Mac, though I tried in vein with an AppleScript. I ended up switching to Quicken Deluxe. Open your Quicken company. Go to File Export QIF File. Type a name for the QIF File you want to export the data to (recommended name: Quicken Export File). Click Browse to select an export location. Choose a location easy to find, such as the desktop. In the Include in Export dialog box, select the options that best fit your. Quicken for Windows up to the latest 2020 (and 2019, 2018) version, supports import for QIF and QFX (Web Connect) files. Quicken 2005-2017 imports QIF files. Here are the major differences between QIF and QFX (Web Connect) format when you try to import them under Quicken.
- Importing .qif File Into Quicken Deluxe 2018 Online
- Importing .qif File Into Quicken Deluxe 2018
- Importing .qif File Into Quicken Deluxe 2018 Download
- Importing Qif Files Into Quicken
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Quicken Personal and Quicken Personal Plus can only import QIF files, but Intuit stopped allowing the import of QIF files for regular versions of Quicken in 2006. Quicken Transfer Format (QXF) is not as widely used as QIF or QFX, so we have software to convert QXF to QIF.
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Missing QIF code in table[edit]
I exported some transaction data to a QIF file from Quicken 2004 for Windows and found a code that was not in the Code table in this article. The code is the letter U and is related to the price of a US Savings bond. I have a reinvested interest payment of $74.00. I entered 74 shares at a price of $1.00. T already shows the amount but I don't know why it is shown again with a code U.
This is what my output looks like:
Importing .qif File Into Quicken Deluxe 2018 Online
D4/ 1' 2
NReinvInt
YUS $5000-3% 10/31-V002977113I
I1
Q74
U74.00
T74.00
^
Dennis Fernkes (talk) 02:46, 22 August 2011 (UTC)
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Importing QIF files in modern versions of Quicken (i.e. 2018)[edit]
I tested the sample import code listed under the Direct method heading in Quicken for Mac Deluxe 2018 (version 5.6.3) and it imported the transaction but interpreted the year as the year 007.
I then modified line six from the current 'D12/21' 7' and changed it to include a full four-digit year, i.e. 'D12/21/2017' and it imported perfectly. I'm not familiar with this Wiki entry and I'm new to Quicken in general - I just wanted to confirm whether the original year format is correct for earlier versions of Quicken?
If the sample data is correct for earlier versions of Quicken, can anyone test with Quicken 2018 for Windows and see if they get the same results as I did in Quicken Mac 2018? I'd then be happy to edit the page with additional guidance on properly formatting QIF files for anyone seeking to import QIF files into the latest 2018 versions of Quicken.
Wild typist (talk) 22:54, 19 June 2018 (UTC)
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The following Wikimedia Commons file used on this page or its Wikidata item has been nominated for speedy deletion:
You can see the reason for deletion at the file description page linked above. —Community Tech bot (talk) 07:22, 7 September 2020 (UTC)
This tutorial shows how to convert a QIF file from your bank or credit card statement to QFX (Web Connect) and import into Quicken. We will use QIF2QFX utility. IMPORTANT: QIF2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.
Step by step instructions for Windows
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of QIF2QFX. Download it from the QIF2QFX download page. Start QIF2QFX and select a QIF file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.
Set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. It has to be from the allowed bank. You can try to locate your bank. Make sure a bank you choose, supports the Account Type you are converting for. You have to leave it empty if your bank is not listed, so the default Wells Fargo Bank Label (3000) will be used.
Set the Account ID (number) and the Account Type to create QFX for the right account. For multiple accounts, use a different Account ID for each account.
Currency should be USD even for non-USD accounts for Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, GBP currency must be set. You can also set End balance, Bank ID, Branch ID if your accounting software requires it.
Click the 'Convert' button to create a QFX file.
Confirm the file name and location.
Import created QFX file into Quicken
Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing a QFX file backup your data file and make sure that account is not connected to online services. Right-Click - 'Edit/Delete account'.
Then click 'Online Services' and click on the 'Deactivate' button. Then click 'Yes' and 'Ok'.
To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file.
You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. If you are disconnected from online services, that account will be shown on the list. You may choose to keep online services connected and import into a new account if you have something temporary to import. You can import in that account, and then move transactions from that account to another account. So this way you will keep the existing account connected to online services and you don't have to connect it back later.
Then click the 'Import' button.
Then click the 'Close' button.
Now your data is imported. You can accept all transactions.
Review transactions after QFX import.
Step by step instructions for macOS
Make sure you are using the latest version of QIF2QFX. Download it from the QIF2QFX download page. IMPORTANT: QIF2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.
Start QIF2QFX and select a QIF file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Set the Account ID (number) and the Account Type to create QFX for the right account. For multiple accounts, use a different Account ID for each account.
Currency should be USD even for non-USD accounts for Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, GBP currency must be set. You can also set End balance, Bank ID, Branch ID if your accounting software requires it.
Set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. It has to be from the allowed bank. You can try to locate your bank. Make sure a bank you choose, supports the Account Type you are converting for. You have to leave it empty if your bank is not listed, so the default Wells Fargo Bank Label (3000) will be used.
Click the 'Convert' button to create a QFX file.
Confirm the file name and location.
Import created QFX file into Quicken
Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing a QFX file backup your data file and click 'Quicken' - Preferences' and 'Connected Services'.
Make sure to uncheck 'Clean up payees. Automatically improve the quality of downloaded payee names', because when this checkbox set, it could change the payee names to something unrecognizable, not what you have on QFX File.
Before converting into the specific account, make sure that the account is not connected to online services. Right-click - 'Edit' account.
If you see, for example, Connection Type (Web Connect), it means that it is connected. We have to disconnect from online services first. Click on 'Set up transaction download'.
Then click the 'Options' button.
Select 'Manual' and click the 'Continue' button.
Click the 'Finish' button. This way you disconnect from direct online download and now you can import a QFX file into this account.
To import a QFX file, select 'File' - 'Import' - 'Bank or Brokerage File (OFX, QFX)', select created QFX file.
Importing .qif File Into Quicken Deluxe 2018
And select an existing account to import transactions instead 'Add a new Quicken account'. Click the 'Continue' button.
Importing .qif File Into Quicken Deluxe 2018 Download
Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken.