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Convert CSV/Excel to QFX (Web Connect) and import into Quicken

This tutorial shows how to convert a CSV file from your banking company or credit card argument to QFX (Web Connect) and import into Quicken 2019 Starter Edition. We will use CSV2QFX utility.

Step by step instructions for Windows

Follow the steps below for the Windows version, followed by the Mac version.

Make sure you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file.

Review transactions before converting. Check that dates are correct, accept the correct year (Appointment), amount, withdrawals and deposits are shown in corresponding columns, cheque number (Md/Cheque#) is assigned. Reassign columns to QFX fields if needed. Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.

Expenses must be negative and payments to the account must be positive. Your credit carte file may have expenses positive on your Source file. Accommodate CSV Mapping if needed. Click the 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.

Set the engagement format if applicable.

For Quicken, set up INTU.BID to match your banking concern or go on the default value. The INTU.BID value defines the bank label shown during import. It has to be from the immune bank. You can endeavour to locate your bank, make certain a bank you cull supports the business relationship type yous are converting for. Y'all have to leave it empty if your bank is not listed, so the default-Wells Fargo Depository financial institution Label will be used.

Set the Account ID (number) and the Account Blazon to create QFX for the correct business relationship. For multiple accounts, use a different Account ID for each business relationship.

You can also put Account ID (number) as part of Mapping: Output Account ID.

When you create a Mapping for a sure Banking concern, and so you lot include Business relationship ID and Account Type every bit part of Mapping. So when you alter Mapping, your CSV file volition take to be mapped this manner, and Business relationship Blazon and Account ID have to exist used every bit well.

Click the 'Convert' push to create a QFX file.

Confirm the file name and location.

Import created QFX file into Quicken

Now the QFX file is created, let'south switch to Quicken and import created QFX file. Earlier importing a QFX file make sure to backup your data. To import a QFX file, select 'File' — 'File Import' — 'Web Connect (.QFX) File', select created QFX file.

Import into a new account or existing account (disconnect the account before importing).

Then click the 'Import' button.

And so click the 'Shut' button.

All transactions are imported hither, they showed in the bottom part. You can review transactions and employ Renaming Rules if you similar. Then click 'Accept All transactions'.

They accustomed and listed in Quicken.

You need to disconnect the account before importing from direct download to import QFX files into that business relationship. For Quicken there is an easy manner not to touch that account, just import into the new account (called "IMPORT" in this instance). And have that (called "Checking" in this instance) business relationship untouched.

For case, let's say you have another account. Click 'Tools' — 'Add Account'.

Let's say you accept a Checking account.

Click 'Advanced Setup'.

And you don't want to mess up your existing setup and connectedness. Click on 'I desire to enter my transactions manually'.

You lot can review transactions here, like your special separate place and then yous select the transactions, click first one — hold Shift Push — click the last one.

Then right-click — 'Move transactions'.

Move transactions to the 'Checking' account and click 'Ok'.

Now transactions nether the 'Checking' account. You tin can delete the 'IMPORT' business relationship or keep importing other files at that place.

For example, let'southward say you have another one 'Credit Bill of fare' account. Click 'Tools' — 'Add Account' — select 'Credit Carte' — 'Add Manual Account' — click 'Side by side' — 'Terminate'.

Catechumen once more: click the 'Convert' button — create a new QFX file — import sample.qfx file.

Select 'File' — 'File Import' — 'Web Connect (.QFX) File', select created QFX file. We didn't alter the Account Proper name. The second time y'all import the QFX file, with the aforementioned Account ID, Quicken will see an established link and just import transactions into the 'IMPORT' account.

You tin select transactions, move them to i of two accounts or your existing business relationship. Click the first one — concur Shift Button — click the last one. Then correct-click — 'Motility transactions'.

Just move your transactions to another account. This way you keep all those things unchanged and you have all your transactions. Select the business relationship and click 'Ok'.

At present transactions nether the 'Credit Carte' account.

Step by footstep instructions for macOS

Permit's create a new Checking account.

Important! Your account must be connected to whatever bank account. Click on 'My bank is non in the list', then click on the 'Add together Manual Account' button.

Click the 'Finish' push. Done! Now you lot accept a Checking account.

Make certain you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file.

The start line is the header. Information technology greatly helps the Parser to sympathise your CSV file and notice Corporeality, Pay, Appointment.

The left sidebar allows you lot to adjust a mapping. Y'all can alter the choice, if you have several applicable columns, or if the Parser did not cull a correct field, or your CSV file has no header. You can reassign these columns and the Transaction Tab shows how this file is parsed.

Yous tin can ready the Date format in your CSV file, and how dates are shown within the application.

Information technology's important to utilize unlike Account IDs when you catechumen for multiple accounts. So Quicken knows where to import the transactions. If you have a CSV file from your bank, y'all have just to review it and click the 'Convert' button to convert.

Click the 'Convert' push — click 'Save' — create a QFX file from the CSV file.

Import created QFX file into Quicken

Now the QFX file is created, permit's switch to Quicken and import created QFX file. Click 'File' — 'Import' — 'Banking company of Brokerage File (OFX, QFX)', open sample.qfx file we accept just saved.

Data Account ID in the converter shows us the type of business relationship. Usually, we convert for the 'Checking' account. And then you select a 'Checking' account.

We can add a new Quicken business relationship. This is will exist a new Business relationship Name.

Or we can link to the existing account and simply select a link. And and so we click the 'Continue' button.

We come across all transactions imported.

At that place is no category. This category is assigned past Quicken. This is not from the CSV file. QFX files do not take categories. You can change the category. And Quicken will use that pick next time you import.

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Source: https://propersoft.medium.com/convert-csv-excel-to-qfx-web-connect-and-import-into-quicken-6b6da26ea649

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