This tutorial shows how to convert QIF to correct QIF and import into Quicken 2017. We will use the FixMyQIF utility. IMPORTANT: FixMyQIF is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of FixMyQIF. Download it from the FixMyQIF download page. Start FixMyQIF and select a QIF file.
Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are in correct places.
Select the QIF Target to match your Quicken version or your accounting software.
Set the Account Name and the Account Type to create a QIF file for the right account.
Set the expected Date format for your accounting software.
Click the 'Convert' button to create a new QIF file.
Confirm the file name and location.
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 a new QIF file.
And select a Quicken account to import or 'All account' for Quicken 2017, 2014, or older.
Then click the 'Import' button.
Then click the 'Done' button.
Now your data is imported. You can accept all transactions.
You can review transactions after import. They are now inside Quicken.
Make sure you are using the latest version of FixMyQIF. Download it from the FixMyQIF download page. Start FixMyQIF and select a QIF file. IMPORTANT: FixMyQIF is now replaced with the ProperConvert app, which converts from more formats and converts to more formats.
Review transactions before converting, check that dates are correct, have the correct year, deposits,, and withdrawals are assigned correctly.
Select the QIF Target to match your Quicken version or your accounting software.
Set the Account Name and the Account Type to create a QIF file for the right account.
Set the expected Date format for your accounting software.
Click the 'Convert' button to create a new QIF file.
Confirm the file name and location.
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 a created QIF file.
Select a Quicken account to import.
Then click the 'Continue' button.
Now your data is imported. Review transactions after import.