How to import a QFX file into Quicken 2018-2019 for Windows and Mac

Import created QFX file into Quicken for Windows

When the QFX file is created, switch to Quicken and import created QFX file. file. Before importing QFX file make sure that account is not connected to online services. Click 'Tools' - 'Account List'.

Bank2QFX Windows Step 9: tools, account list in Quicken

We have to disconnect from online services first. Click 'Edit'.

Bank2QFX Windows Step 10: disconnect from online services in Quicken

Then click 'Online Services' and click on 'Deactivate' button. Then click 'Yes' and 'Ok'.

Bank2QFX Windows Step 11: click deactivate in Quicken

Before importing a QFX file make sure to backup your data. You can easily roll back or restore your data to the previous state if the transactions are imported incorrectly. After disconnecting the account from online services, you can import a QFX file. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX.

Bank2QFX Windows Step 12: file import in Quicken

You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. If you are disconnected from online services, that account will be shown on the list. You may choose to keep online services connected and import into a new account, if you have something temporary to import. You can import in that account, and then move transactions from that account to another account. So this way you will keep existing account connected to online services and you don't have to connect it back later. Click 'Import' button.

Bank2QFX Windows Step 13: click import in Quicken

Then click 'Close' button.

Bank2QFX Windows Step 14: one step update summary in Quicken

All transactions are imported here, they showed in the bottom part. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.

Bank2QFX Windows Step 15: accept all transactions in Quicken

They accepted and listed in Quicken.

Bank2QFX Windows Step 16: review transactions in Quicken

Import created QFX file into Quicken for macOS

When the QFX file is created, switch to Quicken and import created QFX file. Before importing QFX file make sure that account is not connected to online services. Right-click - 'Edit' account.

Bank2QFX Mac Step 8: edit an account in Quicken

If you see, for example, Connection Type (Web Connect), it means that it is connected. We have to disconnect from online services first. Click on 'Set up transaction download'.

Bank2QFX Mac Step 9: Set up transaction download in Quicken

Then click 'Options' button.

Bank2QFX Mac Step 10: Options button in Quicken

Select 'Enter transactions manually' and click 'Continue' button.

Bank2QFX Mac Step 11: Enter transactions manually in Quicken

Click 'Finish' button. This way you disconnect from direct online download and now you can import a QFX file into this account.

Bank2QFX Mac Step 12: click finish, disconnect in Quicken

Before importing a QFX file go to settings, clicking 'Preferences'.

Bank2QFX Mac Step 13: click preferences in Quicken

Then click 'Connected Services'.

Bank2QFX Mac Step 14: connected services in Quicken

And uncheck 'Automatically improve the quality of downloaded payee names and categories'. Because it could change your Payee names and assign categories, that are not applicable.

Bank2QFX Mac Step 15: automatically improve the quality in Quicken

In Quicken, backup your data file before importing. You can easily roll back or restore your data to the previous state if the transactions are imported incorrectly. To import a QFX file, select 'File' - 'Import' - 'Bank or Brokerage File (OFX, QFX)', select created QFX file.

Bank2QFX Mac Step 16: file, import in Quicken

And select an existing account to import transactions instead 'Add a new Quicken account'. Click 'Continue' button.

Bank2QFX Mac Step 17: select an existing account in Quicken

Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken. There is no category. This category is assigned by Quicken. This is not from CSV file. QFX files do not have categories. You can change the category. And Quicken will use that choice next time you import.

Bank2QFX Mac Step 18: transactions are imported in Quicken

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