Posted by & filed under Tools for Excel, Tools For Quicken PC.

To convert CSV to Quicken (for Windows), do the following:

  • Download CSV2QIF from http://www.propersoft.net/csv2qif and install it
  • Start CSV2QIF and point to the CSV file (make sure it is not opened in Excel)
  • Enter the account NAME exactly as you have in Quicken
  • Click the Save button to create the QIF file
  • Save the QIF file

To convert CSV to Quicken Essentials for Mac, do the following:

  • Download CSV2OFX from¬†http://www.propersoft.net/csv2ofx and start it
  • Load the CSV file
  • Save OFX file
  • In Quicken Essentials for Mac, click File, then Import, then From Web Connect and point to OFX file
  • Select the account you need to import into

 

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