CSV2QIF: Convert CSV/XLS/XLSX to QIF

What can I do with CSV2QIF (CSV/XLS/XLSX 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 CSV2QIF?

• 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. CSV2QIF is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that CSV2QIF 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 or Excel files into QIF format and import into Quicken or other accounting software

This tutorial shows how to convert a CSV file from your bank or credit card statement to QIF and import into Quicken 2019. We will use CSV2QIF 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 CSV2QIF. Download it from the CSV2QIF download page. Start CSV2QIF and select the CSV or Excel file.

You may also copy your data from an open spreadsheet like Excel and paste it inside the application.

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. Reassign columns to QIF fields if needed.

Expenses must be negative and payments to the account must be positive. Your credit card file may have expenses positive. Adjust CSV Mapping if needed. Click 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.

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 UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015.

Set the Account Name and the Account Type to create a QIF file for the right account, set the Date format if applicable.

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

Confirm the file name and location.

Import created QIF file into Quicken 2019

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. Review transactions after import.

Step by step instructions for macOS

Make sure you are using the latest version of CSV2QIF. Download it from the CSV2QIF download page. Start CSV2QIF and select the CSV or Excel 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. Reassign columns to QIF fields if needed.

Expenses must be negative and payments to the account must be positive. Your Credit Card file may have expenses positive. Adjust CSV Mapping if needed. Click the 'Change amount sign' button once per file if expenses are positive on the CSV file.

Make sure to set the Account Name 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: 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.

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' and select created QIF file.

Select a Quicken account to import.

Then click the 'Continue' button.

Now your data is imported. Review transactions after import.