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Video - Import a CSV file as QIF in Quicken 2017 for PC

Quicken 2017 for PC imports QIF files with categories. Quicken 2015 and Quicken 2016 had issues with a direct QIF import, but Quicken 2017 for PC does not have this issue anymore. Quick video below shows the full process using CSV2QIF.

QIF files are a great format to import transactions with categories and tags. CSV2QIF converts CSV and Excel files to QIF format ready to import into Quicken 2017 for PC, as well as Quicken 2016, Quicken 2015, Quicken 2014 and earlier versions. Also, you can create QIF files for Quicken 2007 for Mac, and other personal finance applications like MS Money, You need a Budget (YNAB), NetSuite, etc.

Important details for successful conversion from CSV to QIF and import into Quicken or other accounting software are the following:

If you have PDF file from your bank or converted PDF file to CSV file, try PDF2QIF.

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