CSV2QIF: Convert CSV to QIF

Finally, the solution to import your transactions. Convert CSV to QIF and import into Quicken PC 2005-2019, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney. Extract transaction data from CSV or Excel files from your bank



What can I do with CSV2QIF (CSV to QIF Converter)?

Why should I trust CSV2QIF?

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

Can I try before purchasing?

Do you have a sample CSV file to help me started?

I have an Excel file? Do I need to convert it to CSV?

In most cases no - all CSV converters can read Excel (XLSX and XLS) files. If you Excel file has multiple sheets and transactions are not on the first sheet, then yes, you need to convert to CSV the sheet with transactions.

What structure(layout) must a CSV/Excel file have?

The first line should be the header - column names in common English like date, amount, payee, memo, check number.

Every other line should be one transaction.

What is a transaction in a CSV file?

Transaction takes one line in the CSV file and must have date, amount, description, optional payee/r and check number.

Is there difference between bank and credit card transactions?

How I should import a QIF file that CSV2QIF created under Quicken 2005+ (including 2017)?

  1. Start Quicken and click File, then File Import, then QIF file.
    how-to-import-qif-under-quicken
  2. On the import screen, select 'All accounts' from the account drop down list. Ignore message about QIF limitations.
    importing-qif-under-quicken
  3. Review your imported transactions (Done!).
    successful-qif-import-under-quicken