How To Use CSV2QIF

This tutorial shows how to use CSV2QIF utility. IMPORTANT: CSV2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Step by step instruction

You can download CSV2QIF at https://www.propersoft.net/products/csv2qif

Click the 'Download' button.

CSV2QIF Step 1: Download

And then select Windows or macOS version to download.

CSV2QIF Step 2: Windows or macOS

Once downloaded and installed, start CSV2QIF. Read the welcome message that provides the main points about the conversion process.

CSV2QIF Step 3: Welcome message

Select a file with transactions that you would like to convert. It could be CSV or Excel file for a bank or credit card statement downloaded from online banking.

CSV2QIF Step 4: Select a file

Review transactions before converting, make sure dates are correct, expenses are negative, and payments to the account are positive.

CSV2QIF Step 5: Review transactions

Set the Account Type and depending on the QIF target, set the account name as you have in Quicken or other personal finance or accounting software. When you convert for multiple accounts, please make sure to adjust the Account Type and Account Name when you start working on another account.

CSV2QIF Step 6: Account type

The QIF Target is important to set matching your accounting/finance software, as the converter will create the QIF file version compatible with your software.

CSV2QIF Step 7: QIF target

There are some other settings discussed in another video, we would skip these for now as you need them only in specific situations and you know when you need to change these settings.

CSV2QIF Step 8: Other settings

Set the “Open after save” checkbox if you would like the software installed on your computer to open the created QIF file. If you have Quicken installed, it would be Quicken to open this QIF file.

CSV2QIF Step 9: Open after save

Click the 'Convert' button.

CSV2QIF Step 10: Convert

And confirm the filename and the file location.

CSV2QIF Step 11: Confirm the filename

To import the created QIF file manually, in Quicken, click File, File Import, QIF file.

CSV2QIF Step 12: Import the created QIF file

Select the created QIF file.

CSV2QIF Step 13: Select the created QIF file

For Quicken 2018 or later, you need to select the account, where you want to import transactions. For Quicken 2017 or earlier, you have to enter the account name in CSV2QIF and then select 'All accounts' to import the QIF file. Click the 'Import' button.

CSV2QIF Step 14: All accounts

The file is imported.

CSV2QIF Step 15: All accounts

Transactions are inside Quicken.

CSV2QIF Step 16: All accounts

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