This tutorial 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.
See the tutorial below for step by step instructions.
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.
So we open the CSV file, sample CSV and then if you have the first line as column name, the converter should figure out automatically and if you don't have it, you can also use custom mapping to map the file manually.
And now we need to select the output format which is QIF in our case.
We need to set account type and we need to set QIF target which is cooking for Windows. The output date format is needed for some other accounting software.
And then we click convert button, confirm the file name and we have the file created.
Now we switch to cooking and click file, file import, QIF and we confirm the file name, click browse, confirm the file name, select account and click import.
Browse for created QIF file.
Review Imported transactions.