Bank2QIF: Convert CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to QIF

What can I do with Bank2QIF (CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to QIF Converter)?

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create a QIF file
• Import created file to Quicken for Windows or other QIF importing software or online service

Why should I trust Bank2QIF?

• It runs and processes your files on your computer - no data leaves your computer
• It does not send your transactions anywhere
• Please check our product testimonials

If I need any help with conversion, can you help me?

• Free support is available before and after the purchase
• All license options include at least 14 days of the conversion support after the purchase
• The Professional and Team licenses include ongoing conversion support
• Please use the Support page or email us at support@propersoft.net.

Can I try before purchasing?

• Yes. Bank2QIF is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that Bank2QIF understands your transactions file correctly.
• You can create a fully functional and loadableQIF file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).

Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to QIF and import into Quicken PC 2005-2020, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

This tutorial shows how to convert a transaction file to QIF format. We will use Bank2QIF utility.

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 Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

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

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

Set the Account Name and the Account Type to create a QIF file for the right account.

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

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

Confirm the file name and location.

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.

For Quicken 2017 or earlier, it is important to select ''All Accounts''. 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 review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.

They accepted and listed in Quicken.

Step by step instructions for macOS

Make sure you are using the latest version of Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

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

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.

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Make sure to set the Account Name and the Account Type to create a QIF file for the right account.

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

Confirm the 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', select created QIF file.

Select a Quicken account to import.

Then click the 'Continue' button.

Now your data is imported. Review transactions after import.