Convert QIF files to CSV or Excel format and import into Excel, Xero, Quickbooks Online, YNAB

Convert QIF files to CSV or Excel format and import into Excel, Xero, Quickbooks Online, YNAB

This tutorial shows how to convert a QIF file from your bank or credit card statement to CSV format. We will use QIF2CSV 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 QIF2CSV. Download it from the QIF2CSV download page. Start QIF2CSV and select a QIF file.

QIF2CSV Windows Step 1: select a QIF file

Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns.

QIF2CSV Windows Step 2: review transactions

Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

QIF2CSV Windows Step 3: CSV Target

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

QIF2CSV Windows Step 4: click Convert

Confirm the file name and location.

QIF2CSV Windows Step 5: file name and location and save

Now the CSV file is created.

QIF2CSV Windows Step 6: csv file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

QIF2CSV Windows Step 7: Review created CSV file

Step by step instructions for macOS

Make sure you are using the latest version of QIF2CSV. Download it from the QIF2CSV download page. Start QIF2CSV and select a QIF file.

QIF2CSV Mac Step 1: select a QIF file

Review transactions before converting. Check that dates are correct, have the correct year, amount, withdrawals and deposits are shown in corresponding columns.

QIF2CSV Mac Step 2: review transactions before converting

Choose the CSV target: Regular CSV, Excel (XLS or XLSX), Quickbooks Online, Xero, Quicken for Mac (CSV Mint), POSH or copy to clipboard to be pasted into any spreadsheet software like Excel.

QIF2CSV Mac Step 3: CSV Target

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

QIF2CSV Mac Step 4: click Convert Button

Confirm the file name and location.

QIF2CSV Mac Step 5: confirm name and location and save

Now the CSV file is created.

QIF2CSV Mac Step 6: CSV file created

Review created CSV file and import it into Quickbooks Online, Xero or work with the file in Excel.

QIF2CSV Mac Step 7: Review created CSV file

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