Convert CSV or Excel files into QIF format and import into Quicken or other accounting software

Convert CSV or Excel files into QIF format and import into Quicken or other accounting software

This tutorial shows how to convert a CSV file from your bank or credit card statement to QIF and import into Quicken 2019. We will use CSV2QIF 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 CSV2QIF. Download it from the CSV2QIF download page. Start CSV2QIF and select a CSV or Excel file.

CSV2QIF Windows Step 1: select a CSV file

You may also copy your data from an open spreadsheet like Excel and paste it inside the application.

CSV2QIF Windows Step 2: paste a data

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.

CSV2QIF Windows Step 3: review transactions before converting

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.

CSV2QIF Windows Step 4: Charges

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 UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015.

CSV2QIF Windows Step 5: QIF Target

Set the Account Name and the Account Type to create QIF file for the right account, set the Date format if applicable.

CSV2QIF Windows Step 6: Account name and the Account type

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

CSV2QIF Windows Step 7: click convert

Confirm the file name and location.

CSV2QIF Windows Step 8: file name and location, save

Import created QIF file into Quicken 2019

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.

CSV2QIF Windows Step 9: 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.

CSV2QIF Windows Step 10: all accounts in Quicken

Then click the 'Import' button.

CSV2QIF Windows Step 11: click import in Quicken

Then click the 'Done' button.

CSV2QIF Windows Step 12: QIF import successful in Quicken

Now your data is imported. Review transaction after import.

CSV2QIF Windows Step 13: data is imported in Quicken

Step by step instructions for macOS

Make sure you are using the latest version of CSV2QIF. Download it from the CSV2QIF download page. Start CSV2QIF and select a CSV or Excel file.

CSV2QIF Mac Step 1: select a CSV file

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.

CSV2QIF Mac Step 2: review transactions before converting

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 the 'Change amount sign' button once per file if expenses are positive on the CSV file.

CSV2QIF Mac Step 3: Change amount sign

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

CSV2QIF Mac Step 4: Account name and Account Type

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.

CSV2QIF Mac Step 5: QIF Target

Set the Date format if applicable.

CSV2QIF Mac Step 6: date format

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

CSV2QIF Mac Step 7: click Convert

Confirm the file name and location.

CSV2QIF Mac Step 8: 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.

CSV2QIF Mac Step 9: import transactions in Banktivity

Select a Quicken account to import.

CSV2QIF Mac Step 10: select account in Banktivity

Then click the 'Continue' button.

CSV2QIF Mac Step 11: import results in Banktivity

Now your data is imported. Review transaction after import.

CSV2QIF Mac Step 12: data is imported in Banktivity

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