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Make sure to set the Account Name and the Account Type to create a QIF file for the right account. IMPORTANT: QFX2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats. Download it from the QFX2QIF download page. Make sure you are using the latest version of QFX2QIF. Click 'Accept All' transactions - 'Done'. For Quicken 2018 or later, you have to select the actual account. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.įor Quicken 2017 or earlier, it is important to select ''All Account''. Before importing a QIF file make sure to backup your data. Now the QIF file is created, let's switch to Quicken and import created QIF file. Import created QIF file into Quicken 2017 Set 'Output dates' if applicable.Ĭlick the 'Convert' button to create a QIF file. Set the Account Name (must be matched as you have in Quicken) and the Account Type (must be matched as you have in Quicken) 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 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015. Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly.

Please reference the dates next to each task as this information is time sensitive.Follow the steps below for the Windows version, followed by the Mac version. QUICKEN FOR MAC 2015-2017 CONVERSION INSTRUCTIONS WEB CONNECT INTRODUCTION As LUSO Federal Credit Union completes its system conversion you will need to modify your Quicken settings to ensure the smooth transition of your data.Please reference the dates next to each task as this information is time sensitive. First Choice Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data.