QIF files cannot be loaded to every account type known to Quicken


converted brokerage account, and tried to load.  Immediately notified in
Quicken that QIF files cannot be loaded to just about every account type
known to Quicken?

asked Dec 20, 2013 by anonymous

1 Answer

Best answer

Hello Chris,

Please follow the instructions on http://www.propersoft.net/CSV2QIF (scroll down):

  • enter the account NAME in CSV2QIF and select correct account type (INVST) before saving the QIF file
  • in Quicken, select File->Import->QIF and select <All accounts> from the account dropdown list (also ignore Quicken message about unsupported account types - CSV2QIF creates importable QIF files for all account types)
  • import!
answered Dec 20, 2013 by sergiy
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