Import a QIF file into Quicken 2015 Deluxe version for Windows
This tutorial works also on Quicken 2016 Deluxe, Quicken 2017 Deluxe or higher editions, like Home Business or another one. It doesn't work on Quicken Starter edition. If you have Quicken 2005-2014 you may use this tutorial, as well.
There are two types of QIF files:
Open your Quicken company. Go to File Export QIF File. Type a name for the QIF File you want to export the data to (recommended name: Quicken Export File). Click Browse to select an export location. Choose a location easy to find, such as the desktop. In the Include in Export dialog box, select the options that best fit your. 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. The most basic purpose of ImportQIF is to add the account name and type to a QIF file to bypass the restriction in Quicken Windows US that only allows importing into asset and liability accounts. It also has options for translating dates, and decimal separator, and swapping the payee and memo fields.
Full, Backup or Correct QIF files;
'Incorrect' QIF files, usually downloaded from your Online banking. And you can use FixMyQIF converter to convert such QIF files to correct ones. By correct QIF files means created by ProperSoft converter, for example, the Transactions app, Bank2QIF, CSV2QIF, PDF2QIF or OFX2QIF. Anything, that 2QIF, should create correct QIF file from your original file, that could be another format.
Now to import a QIF file into Quicken click 'File' - 'File Import' - 'QIF File'.
Then click the 'Browse' button and select a QIF file.
In our case, we have a Checking Account Name. We can not select it in the 'Quicken account to import into' Tab. We have only 'All Accounts', that's what we must select.
A QIF file has Account Name, as part of QIF file. When you are using ProperSoft converter you have to enter that Account Name before converting to QIF file. In this case, we have a Checking Account and we enter Account Name, as Checking.
You can ignore 'Don't see your account?' (QIF import is not available for checking, savings, credit cards, 401(k) and all other brokerage accounts) as long as you select 'All Accounts'. To import a QIF file click the 'Import' button.
All transactions are successfully imported. Click the 'Done' button.
Transactions are not in the register yet.
Review transactions before adding to the register. Click 'Edit' - 'Preferences'.
Edit 'Downloaded transactions preferences'. 'Automatically add to banking registers' and 'Automatically add to investment transaction lists' must be unchecked.
And when you like, what you see, you can accept all transactions. Click on 'Accept All' button.
Now transactions are in the register.
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Importing Qif Files Into Quicken
Warning for Starter Edition
You have to create at least one cash account in Quicken, for the QIF import to work. It doesn't matter if you are going to import into that account or not. This is needed because the Starter Edition doesn't have a <All Accounts> like the other editions have.
Start Quicken and select: File -> File Import -> QIF File (please note that on some versions of Quicken you can't be in the Portfolio view to see this option)
For the QIF file name browse to your desktop and load in Converted.QIF.
If your QIF file is going to have any transfers in it, make sure that you have a cash or liability account you can select (even if the transactions will not be put in that account).
Transfers do not work right if you select <All Accounts> (If your QIF file doesn't have transfers feel free to use <All Accounts> for non cash accounts). Also you have todeselectSpecial handling of transferson the QIF Import dialog. If you don't deselect this option all the 'from' side transfers will be removed by Quicken.
Select account name from the 'Quicken account to import into:' pull down menu.
It doesn't matter the account name you select, the account name in the QIF file will override this (with the exception of cash and liability accounts, see below).
DeselectSpecial handling of transfers
Select Import
If you are prompted to create an account when you intended to import into an existing account then you typed in the wrong account name into ImportQIF when creating the account button.
You will be told which account the import is going into, and how many transactions were imported.
You should now be able to go to your account register and accept the new transactions. Please note that in the case of an investment account these transactions might have been imported directly into your account register without you accepting them.
Special note about cash and liability Accounts
Instead of selecting <All Accounts> or a random account name, as directed above, select the name of the account you want to import into.
Special warnings!the follow options in Quicken 2015 to 2016 R7 (fixed in 2016 R8) causes problems for QIF imports, please turn them off.
Edit -> Preferences -> Downloaded transactions -> Automatically add to banking registers
Edit -> Preferences -> Downloaded transactions -> Automatically add to investment transaction lists
Quicken 2018 breaks a lot of the QIF transaction import functionality.
It no longer goes through the Downloaded Transactions tab, so matching isn't possible.
But even worse, it no longer will match up payees in the Memorized Payee list and fill in the categories.
Please select 'ME TOO' on this Quicken Forum thread to show Quicken Inc that this problem will affect your use of Quicken 2018
Quicken Forum Thread.I have added a new 'Map Categories' feature to ImportQIF to make up for Quicken 2018 breaking the categorization of QIF imports based on the Memorized Payee list. See the details for the Setup and Option tabs in the documentation.