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

This tutorial 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.

See the tutorial below for step by step instructions.

Start the ProperConvert app and Open a CSV file

Step 1: Start ProperConvert app and select a CSV file

The most important part is that the first line must have column names like date, amount, payee, memo, check number, category and each line should represent one transaction.

Review Transactions and Adjust the Mapping

Step 2: Review extracted transactions and adjust mapping if needed

So we open the CSV file, sample CSV and then if you have the first line as column name, the converter should figure out automatically and if you don't have it, you can also use custom mapping to map the file manually.

Set the Output type as QIF, set the account type and the QIF target

Step 3: Apply a custom mapping or adjust automatic selections

And now we need to select the output format which is QIF in our case.

Step 4: Set the output format

We need to set account type and we need to set QIF target which is cooking for Windows. The output date format is needed for some other accounting software.

Step 5: Set the account and QIF target

And then we click convert button, confirm the file name and we have the file created.

Step 6: Click the Convert button and confirm the file name and location

Import Created QIF file into Quicken

Now we switch to cooking and click file, file import, QIF and we confirm the file name, click browse, confirm the file name, select account and click import.

Step 7: Switch to Quicken and select File, Import, QIF

Browse for created QIF file.

Step 8: Switch to Quicken and select File, Import, QIF

Review Imported transactions.

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