How to import a QIF file into Quicken

Import a QIF file into Quicken 2015 Deluxe version for Windows

This tutorial works also on Quicken 2016 Deluxe, Quicken 2017 Deluxe or higher editions, like Home Business or another one. It doesn't work on Quicken Starter edition. If you have Quicken 2005-2014 you may use this tutorial, as well.

There are two types of QIF files:

Full, Backup or Correct QIF files;
'Incorrect' QIF files, usually downloaded from your Online banking. And you can use FixMyQIF converter to convert such QIF files to correct ones. By correct QIF files means created by ProperSoft converter, for example, Bank2QIF, CSV2QIF, PDF2QIF or OFX2QIF. Anything, that 2QIF, should create correct QIF file from your original file, that could be another format.

IMPORTQIFQUICKEN Windows Step 1: types of Quicken

Now to import a QIF file into Quicken click 'File' - 'File Import' - 'QIF File'.

IMPORTQIFQUICKEN Windows Step 2: file import in Quicken

Then click the 'Browse' button and select a QIF file.

IMPORTQIFQUICKEN Windows Step 3: click browse in Quicken

In our case, we have a Checking Account Name. We can not select it in the 'Quicken account to import into' Tab. We have only 'All Accounts', that's what we must select.

IMPORTQIFQUICKEN Windows Step 4: checking in Quicken

A QIF file has Account Name, as part of QIF file. When you are using ProperSoft converter you have to enter that Account Name before converting to QIF file. In this case, we have a Checking Account and we enter Account Name, as Checking.

IMPORTQIFQUICKEN Windows Step 5: Account Name in Quicken

You can ignore 'Don't see your account?' (QIF import is not available for checking, savings, credit cards, 401(k) and all other brokerage accounts) as long as you select 'All Accounts'. To import a QIF file click the 'Import' button.

IMPORTQIFQUICKEN Windows Step 6: click Import in Quicken

All transactions are successfully imported. Click the 'Done' button.

IMPORTQIFQUICKEN Windows Step 7: transactions imported in Quicken

Transactions are not in the register yet.

IMPORTQIFQUICKEN Windows Step 8: transactions are not in register in Quicken

Review transactions before adding to the register. Click 'Edit' - 'Preferences'.

IMPORTQIFQUICKEN Windows Step 9: preferences in Quicken

Edit 'Downloaded transactions preferences'. 'Automatically add to banking registers' and 'Automatically add to investment transaction lists' must be unchecked.

IMPORTQIFQUICKEN Windows Step 10: edit preferences in Quicken

And when you like, what you see, you can accept all transactions. Click on 'Accept All' button.

IMPORTQIFQUICKEN Windows Step 11: accept all in Quicken

Now transactions are in the register.

IMPORTQIFQUICKEN Windows Step 12: transactions are in the register in Quicken

How to import a QIF file into Quicken

Import a QIF file into Quicken 2015 Deluxe version for Windows

Related articles