This tutorial shows how to convert QIF to correct QIF and import into Quicken 2017. We will use [FixMyQIF] utility.
Step by step instructions for Windows
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Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of [FixMyQIF]. Download it from the [FixMyQIF] download page. Start [FixMyQIF] and select a QIF file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Select the QIF Target to match your Quicken version or your accounting software.
Set the Account Name and the Account Type to create a QIF file for the right account.
Set the expected Date format for your accounting software.
Click the 'Convert' button to create a new QIF file.
Confirm the file name and location.
Import created QIF file into Quicken 2017
Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select a new QIF file.
And select a Quicken account to import or 'All account' for Quicken 2017, 2014 or older.
Then click the 'Import' button.
Then click the 'Done' button.
Now your data is imported. You can accept all transactions.
You can review transactions after import. They are now inside Quicken.
Step by step instructions for macOS
Make sure you are using the latest version of [FixMyQIF]. Download it from the [FixMyQIF] download page. Start [FixMyQIF] and select a QIF file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Select the QIF Target to match your Quicken version or your accounting software.
Set the Account Name and the Account Type to create a QIF file for the right account.
Set the expected Date format for your accounting software.
Click the 'Convert' button to create a new QIF file.
Confirm the file name and location.
Import created QIF file into Banktivity
Now the QIF file is created, let's switch to Banktivity and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import transactions'. Then click 'Import File' and select a created QIF file.
Select a Quicken account to import.
Then click the 'Continue' button.
Now your data is imported. Review transaction after import.
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