Import Quicken QFX files into Excel - ProperSoft

Import Quicken QFX files into Excel

This tutorial shows how to convert QFX to CSV/Excel. We will use QFX2CSV utility.

We will use a sample QFX file.

Import Quicken QFX files into Excel Step 1: sample qfx file

This file has four transactions.

Import Quicken QFX files into Excel Step 2: four transactions

You can see how the file looks like, what transactions it has and how the Parser transforms that QFX file to one transaction per line spreadsheet, you can see all these details.

Import Quicken QFX files into Excel Step 3: how the file looks like

Before converting, you can select which flavor of CSV you would like: Regular CSV will be copied to CSV or Excel file. Or if you have a specific software CSV format, like CSV Quickbooks Online, then fewer columns will be saved, but the file will be compatible with Quickbooks Online. So, Quickbooks Online imports that file without any issues. Or you would import it without selecting columns during import because it will say only columns, that Quickbooks Online needs. Or CSV Xero, which will save an additional reference column, that this software imports.

Import Quicken QFX files into Excel Step 4: target

You can decide, which Date format will be in your CSV file. Like typically Quickbooks Online imports as MM/DD/YYYY or DD/MM/YYYY.

Import Quicken QFX files into Excel Step 5: date format

You can set 'Duplicate Payee as Memo when missing' in your QFX file if you like.

Import Quicken QFX files into Excel Step 6: dublicate payee

Set 'Open after conversion' if you want to open a CSV file after a conversion, using your default application in the system, like Excel.

Import Quicken QFX files into Excel Step 7: Open after conversion

To complete conversion you just click the 'Convert' button.

Import Quicken QFX files into Excel Step 8: convert

Choose a name for your CSV file, you can also change the folder, where the file is saved. And then click 'Save'.

Import Quicken QFX files into Excel Step 9: Choose name for csv file

The software tells you to open Xero and import the CSV file.

Import Quicken QFX files into Excel Step 10: open xero

It shows you how a CSV file looks like: Date, Amount, Payee, Description, Reference, Check Number and how Xero can import those columns in a CSV file.

Import Quicken QFX files into Excel Step 11: how csv file looks like, xero

If you choose Target, for example, CSV Quickbooks Online, it imports fewer columns. In this case, it will be just Date, Amount and Description.

Import Quicken QFX files into Excel Step 12: how csv file looks like, qb online

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