Convert a PDF file from your Bank or Credit Card statement to QIF format and import into Quicken or your accounting software supporting QIF import.

This tutorial shows how to convert a PDF file from your bank or credit card statement to QIF and import into Quicken 2017. We will use PDF2QIF 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 PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a PDF file.

PDF2QIF Windows Step 1: 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.

PDF2QIF Windows Step 2: review transactions before converting

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

PDF2QIF Windows Step 3: QIF Target

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

PDF2QIF Windows Step 4: Account name and Account Type

Click 'Convert' button to create a QIF file.

PDF2QIF Windows Step 5: click convert

Confirm the file name and location.

PDF2QIF 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.

PDF2QIF 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 actual account.

PDF2QIF Windows Step 8: all account in Quicken

Then click 'Import' button.

PDF2QIF Windows Step 9: click import in Quicken

Then click 'Done' button.

PDF2QIF Windows Step 10: QIF import successful in Quicken

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

PDF2QIF Windows Step 11: accept all transactions in Quicken

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

PDF2QIF Windows Step 12: review transactions in Quicken

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.

PDF2QIF Mac Step 1: 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.

PDF2QIF Mac Step 2: review transactions before converting

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

PDF2QIF Mac Step 3: Account name and Account Type

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

PDF2QIF Mac Step 4: QIF Target

Click 'Convert' button to create a QIF file.

PDF2QIF Mac Step 5: click Convert

Confirm the file name and location.

PDF2QIF Mac Step 6: confirm 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.

PDF2QIF Mac Step 7: file import in Quicken

Pay attention that 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 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.

PDF2QIF Mac Step 8: transactions are imported in Quicken

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