Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert CSV/XLS/XLSX to QIF and import into Quicken PC 2005-2019, Banktivity, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney
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
Yes. Please use the following CSV file. CSV2QIF can parse your CSV file much easier with expected column names.
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)?
Start Quicken and click File, then File Import, then QIF file.
On the import screen, select 'All accounts' from the account drop down list. Ignore message about QIF limitations.