Company names on conversion

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I am downloading my Capital One credit card and it is putting it under Wells Fargo.

Also, I want the company names to be with the charges and vendor type.

 

Marc
asked Oct 19, 2015 by anonymous

1 Answer

Hello Marc,

The bank label from the QFX has to be from "allowed" bank. Wells Fargo is bank used for QFX files. Please ignore this bank label during import as it is not related to actual account you choose in Quicken during import.

The QFX file imports the following columns:

- date
- amount (expense are negative and payments to the account are positive)
- payee name
- memo
- check number

If you have several columns on your CSV file, you may choose one for payee and one for memo.



answered Oct 19, 2015 by sergiy
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