Click 'Charges/Withdrawals' are positive if expenses are positive on the CSV file. Your credit card file may have expenses positive. Reassign columns to QIF fields if needed.Įxpenses must be negative and payments to the account must be positive. 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. You may also copy your data from an open spreadsheet like Excel and paste it inside the application.

Start CSV2QIF and select the CSV or Excel file. Download it from the CSV2QIF download page. Make sure you are using the latest version of CSV2QIF. Step by step instructions for Windowsįollow the steps below for the Windows version, followed by the Mac version. IMPORTANT: CSV2QIF is now replaced with the ProperConvert app, which converts from more formats and converts to more formats. This tutorial shows how to convert a CSV file from your bank or credit card statement to QIF and import into Quicken 2019. For the next version, use this new CSV2QIF tutorial.

Convert CSV/Excel into QIF and import into Quicken or other accounting software

Import qif file into quicken 2019