Convert PDF to QIF and import into Quicken (PDF2QIF)

This tutorial shows how to convert a PDF file from your bank or credit card statement to QIF and import into Quicken.

Use the ProperConvert app to convert PDF to QFX. Other formats are supported as well.

Step by step instructions for Windows

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

Make sure you are using the latest version of PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a PDF file.

Review transactions before converting. Check that dates are correct, have a correct year (Date), amount, withdrawals, and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.

Make sure to select the QIF target correctly to match the Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB.

Set the Account Name and the Account Type to create a QIF file for the right account. This is optional for Quicken 2018 or later, but it is important to have the matching account name in Quicken for Quicken 2017 for Windows.

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

Confirm the file name and location.

Import created QIF file into Quicken

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.

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

Then click the 'Import' button.

Then click the 'Done' button.

Now your data is imported. You can accept all transactions.

You can review transactions. They are now in the register.

See this windows tutorial as a video:

Step by step instructions for macOS

Make sure you are using the latest version of PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a QIF file.

Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals, and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.

Make sure to set the Account Name to match what you have in your accounting software and the Account Type to create a QIF file for the right account.

Select the QIF Target to match your Quicken version or your accounting software.

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

Confirm the file name and location.

Import created QIF file into Quicken 2007

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' - 'Import' - 'From QIF', select created QIF file.

Pay attention that the Account Name must match what you have in Quicken. Because Quicken imports directly in that account without asking anything. And if you don't have an account specified on the QIF file, this account will be automatically created. Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken.

See this macOS tutorial as a video:

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