Furthermore, by using an asset/liability account, you may lose the extended information required by brokerage/invesment account transactions. Importing via a temporary account takes a lot of clicks. This method has been tested in Quicken 2006. This method is described in further detail in this article: Moving transactions between Quicken 2006 data files. Once the transactions are there, you can select all the transactions and use the move transactions feature to move them to your bank account. Quicken will allow importing QIF files directly into those account types, although there will be no reconciliation step. One way to get around this limitation is to create a new cash, liability, or asset account. Disabled account types will not be listed.
When you select the "File -> Import -> QIF File" menu option in Quicken, a dialog will appear listing the acceptable destination accounts. However, QIF import is not completely disabled, and there are simple workarounds to import QIF transaction files directly into those account types. In Quicken 2005 and beyond, Intuit has disabled QIF data import on checking, savings, credit card, 401(k), and all other brokerage accounts. Save my name, email, and website in this browser for the next time I comment.§ Home > Index > General Interest Import QIF Files in Quicken 2005, 2006, 2007 Your email address will not be published. And when you like, what you see, you can accept all transactions. ‘Automatically add to banking registers’ and ‘Automatically add to investment transaction lists’ must be unchecked. Click ‘Edit’ – ‘Preferences’.Įdit ‘Downloaded transactions preferences’. Review transactions before adding to the register.
Transactions are not in the register yet. To import a QIF file click the ‘Import’ button.Īll transactions are successfully imported. You can ignore ‘Don’t see your account?’ (QIF import is not available for checking, savings, credit cards, 401(k) and all other brokerage accounts) as long as you select ‘All Accounts’. In this case, we have a Checking Account and we enter the Account Name, as Checking. When you are using ProperSoft converter you have to enter that Account Name before converting to a QIF file. We have only ‘All Accounts’, that’s what we must select.Ī QIF file has an Account Name, as part of the QIF file. We can not select it in the ‘Quicken account to import into’ Tab. In our case, we have a Checking Account Name. Then click the ‘Browse’ button and select a QIF file. Now to import a QIF file into Quicken click ‘File’ – ‘File Import’ – ‘QIF File’. Anything, that 2QIF, should create the correct QIF file from your original file, which could be another format. By correct QIF files means created by ProperSoft converter, for example, Bank2QIF, CSV2QIF, PDF2QIF, or OFX2QIF. And you can use the FixMyQIF converter to convert such QIF files to correct ones. – ‘Incorrect’ QIF files, usually downloaded from your Online banking. If you have Quicken 2005-2014 you may use this tutorial, as well. It doesn’t work on Quicken Starter edition.
This tutorial works also on Quicken 2016 Deluxe, Quicken 2017 Deluxe, or higher editions, like Home Business or another one.
Quicken 2015-2017 Deluxe version for Windows import “correct” QIF files for all account types.Ġ2:02 – Select the Quicken account to import intoĠ2:53 – ‘QIF import is not available for checking, savings, credit cards, 401(k) and all other brokerage accounts’ messageĠ3:20 – Review the transactions before adding them to the register
Use the Transactions app ( to convert your transaction files to required by your accounting software file format.