Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to QIF and import into Quicken PC 2005-2019, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to QIF and import into Quicken PC 2005-2019, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

This tutorial shows how to convert a transactions file to QIF format. We will use Bank2QIF utility.

Step by step instructions for Windows

See below steps for the Windows version, followed by the Mac version.

Make sure you are using the latest version of Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

Bank2QIF Windows Step 1: select a pdf file

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

Bank2QIF Windows Step 2: Review transactions before converting

Select the QIF target to match your Quicken version or your accounting software.

Bank2QIF Windows Step 3: QIF Target

Set the Account Name and the Account Type to create a QIF file for the right account.

Bank2QIF Windows Step 4: Account name and the Account type

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Bank2QIF Windows Step 5: date format

Click the 'Convert' button to create a QIF file.

Bank2QIF Windows Step 6: click convert

Confirm the file name and location.

Bank2QIF Windows Step 7: file name and location, save

Import created QIF file into Quicken 2017

Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.

Bank2QIF Windows Step 8: file import in Quicken

For Quicken 2017 or earlier, it is important to select ''All Accounts''. For Quicken 2018 or later you have to select the actual account.

Bank2QIF Windows Step 9: all accounts in Quicken

Then click the 'Import' button.

Bank2QIF Windows Step 10: click import in Quicken

Then click the 'Done' button.

Bank2QIF Windows Step 11: QIF import successful in Quicken

Now your data is imported. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.

Bank2QIF Windows Step 12: accept all transactions in Quicken

They accepted and listed in Quicken.

Bank2QIF Windows Step 13: accepted and listed in Quicken

Step by step instructions for macOS

Make sure you are using the latest version of Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

Bank2QIF Mac Step 1: select a pdf file

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

Bank2QIF Mac Step 2: review transactions before converting

Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge.

Bank2QIF Mac Step 3: QIF Target

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Bank2QIF Mac Step 4: date format

Make sure to set the Account Name and the Account Type to create a QIF file for the right account.

Bank2QIF Mac Step 5: Account name and Account Type

Click the 'Convert' button to create a QIF file.

Bank2QIF Mac Step 6: click Convert

Confirm the file name and location.

Bank2QIF Mac Step 7: confirm file name and location

Import created QIF file into Banktivity

Now the QIF file is created, let's switch to Banktivity and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import transactions'. Then click 'Import File' and select created QIF file.

Bank2QIF Mac Step 8: import transactions in Banktivity

Select a Quicken account to import.

Bank2QIF Mac Step 9: select account in Banktivity

Then click the 'Continue' button.

Bank2QIF Mac Step 10: import results in Banktivity

Now your data is imported. Review transaction after import.

Bank2QIF Mac Step 11: data is imported in Banktivity

Related articles