User guide for CSV2QIF v3 converter

How to use CSV2QIF to convert a CSV file?

  1. Start CSV2QIF, it will show the file dialog to locate a one or more of CSV files. Click on the file (or hold CTRL and click on more than one file to select multiple files) and click Open on the file dialog.
  2. Review the Transactions tab. If you notice that certain columns should reassigned, click the Review Mapping button and assign columns from your original file to the columns on the sidebar (for the Mac version, simply assign columns on the sidebar).
  3. Return to the Transactions tab.
  4. Click the Save button to save loaded transactions to QIF file.

Do you have a sample CSV file to help me started?

How I should import a QIF file that CSV2QIF created under Quicken 2005+ (including 2017)?

  1. Start Quicken and click File, then File Import, then QIF file.
    how-to-import-qif-under-quicken
  2. On the import screen, select 'All accounts' from the account drop down list. Ignore message about QIF limitations.
    importing-qif-under-quicken
  3. Review your imported transactions (Done!).
    successful-qif-import-under-quicken

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