When you convert a CSV file to QIF using CSV2QIF (CSV to QIF converter), enter the account name exactly as you have in Quicken and select the account type (BANK for checking and saving accounts, CCARD for credit card accounts, INVST for investment accounts).
When you convert a bank file (OFX, QFX, QIF, QBO, ASO) to QIF using Bank2QIF (Bank to QIF Converter), load the file and click on the Account Mapping tab and enter the account name as you have in Quicken for each loaded account.
Once QIF file is saved, do the following: Start Quicken and click File, then File Import, then QIF file.
- On the import screen, select from the account drop down list. Ignore message about QIF limitations.
- Review your imported transactions (Done!).