Convert CSV/Excel to QIF and import into Quicken, Banktivity, MYOB

Need to import bank or credit card transactions in a CSV/Excel/XLSX/XLS file into Quicken or another app like Banktivity, but cannot seem to make it work?

The Solution: try ProperConvert app. It can convert your transactions into a format from CSV to QIF that Quicken, Banktivity, MYOB can import.

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Convert transaction CSV files to QIF format

How To Convert a CSV File to the QIF Format and Import Into Quicken and Banktivity

The example below shows how to convert a CSV or Excel file to QIF format. First we need to prepare CSV file. You can use our sample CSV file, open it in Excel or any other software and modify it.

Summary of the steps shown in the video:

Convert CSV to QIF

IMPORTANT: Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals, and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Reassign columns to QIF fields if needed.

Expenses must be negative and payments to the account must be positive. Your credit card file may have expenses positive. Adjust CSV Mapping if needed. Click 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.

Supported QIF targets:

Import Created QIF file into Quicken

With the QIF file created, switch to Quicken and follow these steps:

QIF quicken imported transactions

Import created QIF file into Banktivity

Eith the QIF file is created, let's switch to Banktivity and import created QIF file:

CSV2QIF Mac Step 12: data is imported in Banktivity

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