Import credit card transactions into Quicken 2007 for Mac account

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I bought both CSV2QIF and QIF2CSV so that I can import my annual credit card transactions into my Mac Quicken 2007 account (and registered both). Because I want to be sure that my csv file is in the right format for importing, I first exported my Quicken file to a .qif file to convert it with QIF2CSV into excel. However when I try to convert, nothing happens. Specifically, I use the "browse" button to locate the .qif file I created as an export from Quicken 2007. I select that file. I get the QIF2CSV window, but it's completely blank except for column headers.

So I tried clicking the "save" button. It did save a .csv file, but when I open that in Excel, it too is empty.

Help!

lee

asked Jun 20, 2014 by anonymous

4 Answers

Hello Lee,

Two things to consider to fix the issue:

- when you export to QIF file from Quicken, it must have .qif extension
- select Export->Selected items to QIF and check "Accounts only"
answered Jun 20, 2014 by sergiy
Dear Sergiy,

Thanks - this was very helpful. The file I was trying to convert did have a .qif extension (I'd sent you, as you'd suggested, only the text version of its initial segment), but I wasn't exporting accounts only.

So that gave me a .csv file from my Quicken account to make sure I was matching the format with my .csv file that I want to convert to .qif and import into Quicken. (I have about 1,000 credit card transactions to move into my Quicken credit card account.)

However now when I try to use CSV2QIF to convert my .csv file, I just get a little alert saying "Cannot open the file". I'm attaching a copy of the .csv file that I'm trying to convert.

Hoping I'll get there eventually. The thought of entering 1,000 transactions manually is too depressing.

best,

lee
answered Jun 20, 2014 by anonymous
Please make sure you don't have excel opened with the file, since Excel does hold the lock on the file when it is opened.
answered Jun 20, 2014 by sergiy
That was it. Thanks a million!

best,

lee
answered Jun 20, 2014 by anonymous
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