Convert OFX files to QIF and import into Quicken - ProperSoft

Convert OFX files to QIF and import into Quicken

This tutorial shows how to convert an OFX file from your bank or credit card statement to QIF and import into Quicken 2017. We will use OFX2QIF utility.

Step by step instructions for Windows

See below steps for the Windows version, followed by the Mac version.

Make sure you are using the latest version of OFX2QIF. Download it from the OFX2QIF download page. Start OFX2QIF and select an OFX file.

OFX2QIF Windows Step 1: select an OFX file

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

OFX2QIF Windows Step 2: Review transactions before converting

Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015.

OFX2QIF Windows Step 3: QIF Target

Set the Account Name (must be matched as you have in Quicken) and the Account Type (must be matched as you have in Quicken) to create QIF file for the right account. Set 'Output dates' if applicable.

OFX2QIF Windows Step 4: Account name and the Account type

Click the 'Convert' button to create a QIF file.

OFX2QIF Windows Step 5: click convert

Confirm the file name and location.

OFX2QIF Windows Step 6: file name and location, save

Import created QIF file into Quicken 2017

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 created QIF file.

OFX2QIF Windows Step 7: file import in Quicken

For Quicken 2017 or earlier, it is important to select 'All Account'. For Quicken 2018 or later you have to select the actual account.

OFX2QIF Windows Step 8: all accounts in Quicken

Then click the 'Import' button.

OFX2QIF Windows Step 9: click import in Quicken

Then click the 'Done' button.

OFX2QIF Windows Step 10: QIF import successful in Quicken

Now your data is imported. Click 'Accept All' transactions - 'Done'.

OFX2QIF Windows Step 11: data is imported in Quicken

Review transaction after import.

OFX2QIF Windows Step 12: Review transaction after import in Quicken

Step by step instructions for macOS

Make sure you are using the latest version of OFX2QIF. Download it from the OFX2QIF download page. Start OFX2QIF and select an OFX file.

OFX2QIF Mac Step 1: select an OFX file

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

OFX2QIF Mac Step 2: review transactions before converting

Make sure to set the Account Name and the Account Type to create a QIF file for the right account. Set the Date format if applicable.

OFX2QIF Mac Step 3: Account name and Account Type

Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge.

OFX2QIF Mac Step 4: QIF Target

Click the 'Convert' button to create a QIF file.

OFX2QIF Mac Step 5: click Convert

Confirm the file name and location.

OFX2QIF Mac Step 6: confirm file name and location

Import created QIF file into Banktivity

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 created QIF file.

OFX2QIF Mac Step 7: import transactions in Banktivity

Select a Quicken account to import.

OFX2QIF Mac Step 8: select account in Banktivity

Then click the 'Continue' button.

OFX2QIF Mac Step 9: import results in Banktivity

Now your data is imported. Review transaction after import.

OFX2QIF Mac Step 10: data is imported in Banktivity

Related articles