To Quicken: Convert transactions to an importable by Quicken format [video]

See below which format your Quicken imports and choose a converter to convert your files to a Quicken importable format. In case your Quicken imports QIF and QFX files, either format has issues and advantages. The same applies to QFX and CSV Mint files.

Which file formats does Quicken for Windows import?

Which file formats does Quicken for Mac import?

What are main differences between QIF and QFX and CSV Mint import into Quicken?

Overall, for Quicken for Windows 2018+, QIF format is somewhat easier to import than QFX. QFX format is easier if you do not need categories during import.

QIF format

What is the advantage of using QIF files over QFX files? It allows categories and, unlike with QFX files, Quicken does not require “online call home” during the import. You do not need to have Internet connection active and firewall enabled for Quicken to go through to import a QIF file. This can come quite handy when you work and travel and do not have Internet always on, but need to with your transactions.

QIF format has many variants, make sure to select correct QIF variant for your Quicken version or other personal finance or accounting software.

QIF format is great format supporting categories and tags. Quicken was discouraging the QIF format until 2018, but still all Windows versions import it fine (since Quicken 2018, QIF file is "officially" supported).

Quicken 2015 and 2016 for Windows have issue with QIF import and QIF files should be imported through proxy cash accounts.

Quicken 2017 for Windows fixes the issue and imports the same way as Quicken 2014 and earlier versions. Quicken has to be at least Deluxe version to import QIF files directly into bank or credit card accounts.

Quicken 2018+ for Windows imports QIF files fine.

Quicken 2018+ for Mac imports QIF files into a new account. Once imported, select and drag transactions into another account.

Quicken for Mac 2015-2017 do not import QIF files.

Quicken for Mac 2007 imports "QIF files fine.

QIF format advantages

QIF format disadvantages

Converters to convert to the QIF format

Import QIF into Quicken 2017, 2014 and earlier

You need to enter the account name in CSV2QIF, PDF2QIF, Bank2QIF, QBO2QIF, QFX2QIF, OFX2QIF exactly as you have it Quicken, otherwise during QIF import, Quicken will try to create a new account with that name. For example, if your checking account in Quicken is called “Checking” or “Bank checking” or other name, you need to enter this name exactly in CSV2QIF (as well as select correct account type) before saving a QIF file.

Import a CSV file as QIF in Quicken 2018 for Windows

Import a CSV file as QIF in Quicken 2017 for Windows

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

Import QIF into Quicken 2015, 2016

Check out detailed tutorial how to import CSV into Quicken 2015 with categories.

QIF format is a great file format to import transactions with categories and tags. CSV2QIF converts CSV and Excel files to QIF format ready to import into Quicken 2017 for Windows, 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 an Excel file instead of CSV (XLSX or XLS), CSV2QIF should be able to open it directly (make sure to close the Excel file in you have it opened in Excel). You may also open the Excel file in Excel, select transactions, copy them and then click Paste in CSV2QIF.

If you have PDF file from your bank or converted PDF file to CSV file, try PDF2QIF or Bank2QIF.

QFX (Web Connect) format

QFX files are Web Connect files and do not carry categories like QIF files. Quicken categorizes transactions after import using the renaming rules or categories can be assigned by the user later. On Quicken on Mac, make sure to uncheck "Automatically improve quality of downloaded payee names and categories".

Quicken Mac - Uncheck "Automatically improve quality of downloaded payee names and categories"

QFX format advantages

QFX format disadvantages

Convert to the QFX (Web Connect) format

Convert a CSV file into Quicken Web Connect format

Web Connect (QFX) format is modified OFX format supported by Quicken as well as other software generally supporting OFX or QFX format.

To import QFX file into Quicken, click File, then Import, then Web Connect file. And select the QFX file using file dialog.

How to create Web Connect QFX file if you have your transactions in CSV or Excel format? Use CSV2QFX converter to convert CSV files to Web Connect QFX format.

You can download and try CSV2QFX free. The output is limited to 10 transactions in the demo, but creates fully functional, ready to import Web Connect QFX file.

CSV2QFX will try to detect contents in your CSV file automatically, and then you can click the Review Mapping button to adjust assigned columns. If you create the CSV file yourself, make the first line as the column names (date, amount, payee, memo) as it will be great help to CSV2QFX to figure out the contents of your file and automatically assign the columns for you.

Important note about INTU.BID, bank id and account id values on the Setting tab. You can either leave them as is, select other supported bank, and enter other values for bank id and account id. Quicken will use INTU.BID show corresponding bank name on the import screen, but actually giving you choice to select existing account or create new one. This is great confusion since the INTU.BID bank identification on the Web Connect QFX file is relevant to the account for which the import is happening. You can easily import Web Connect QFX files marked as from one bank to actual needed account in Quicken. Simply choose the bank currently ‘supported’ by Quicken using the Lookup button and complete the import.

Quicken assigns INTU.BID, bank id and account ID to the Quicken account (account created by you in Quicken) after successful import calling it ‘linked online services’. You can always delete such online services by editing the account in Quicken (click on the Online Services tab), if you need to import other Web Connect QFX file with other values for INTU.BID, bank id and account id.

During QFX import, Quicken ‘calls home’ using Internet connection (so please make sure your firewall allows it to go through), and assigns bank details supplied in QFX file with selected account in Quicken. Even more, if Quicken find the match for bank details in the QFX to details with an account, it imports data there automatically. Otherwise, if offers you the import dialog to select existing “unlinked” account, or create new one.

If you have an Excel file instead of CSV, CSV2QFX simply open it in Excel, select all (CTRL+A) and copy to clipboard (CTRL+C). Switch to CSV2QFX and click on the Paste from Clipboard button to paste data from the clipboard. This approach saves you from creating CSV file from your excel file. The approach also applies to other spreadsheet software supporting copy and paste of multiple cells into the clipboard.

QFX format supplies unique id for each transaction, and Quicken uses it to avoid import for the same transaction next time. However, when you prepare your CSV file, it is common you may notice some transactions mistakes, so you need to fix them and import the file again. Even if you deleted the transaction in Quicken, it still refuses to import it the second time.

To deal with your need to import corrected transactions again, CSV2QFX allows to create unique transaction IDs every time you save the QFX file (this option is turned on by default), as well as keep transaction IDs consistent if you need them to be this way.

If you have an Excel file instead of CSV (XLSX or XLS), CSV2QFX should be able to open it directly (make sure to close the Excel file in you have it opened in Excel). You may also open the Excel file in Excel, select transactions, copy them and then click Paste in CSV2QFX.

Convert a CSV file to the QFX format and import into Quicken 2018 for Windows:

Convert a CSV file to the QFX format and import into Quicken 2018 for Mac:

If you have PDF file from your bank or converted PDF file to CSV file, try PDF2QFX or Bank2QFX.

CSV Mint format

Quicken for Mac 2015+ has a special to import "CSV Mint" files into a new account. This is a great way to import transactions as you have easily drag transactions in Quicken for Mac 2015+ from one account to another (select multiple transactions and drag them on another account on the sidebar with the account names).

What is CSV Mint file? It is a regular CSV file with certain layout, which Quicken expects to be followed, otherwise it would not import a CSV file. So just any CSV file (or even Excel XLSX or XLS file) would not work. You have open your existing file in Excel and format it to match column as on a CSV Mint file.

Where you can get a CSV Mint file as an example? From Mint.com (duh). You need to have some data there and export transactions and look at how data is organized and make your CSV or Excel file to follow columns and then save as a new CSV file.

CSV2CSV does that work for you - it takes your CSV or Excel file, parses it (allows you to remap it), and saves your transactions as a CSV Mint file that Quicken for Mac 2015+ will import.

Nice thing about CSV Mint files is that they allow category column to be supplied (but not subcategory).

Convert to the CSV Mint format (for Mac only)

Quicken for Mac 2015+ has option to import a CSV Mint file (files exported from Mint web site. These CSV Mint files are imported into a new Quicken account, but transactions can be easily moved under other account, so CSV Mint is great option to import transactions on Mac as QIF format is not available. CSV Mint have category unlike QFX files.

Additional videos

Difference between OFX files and "Quicken OFX" (QFX) files and confusion over them:

Here is a short video how to convert an OFX file to QFX format with OFX2QFX and import into Quicken:

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