To import QIF information

To import QIF information

If you haven’t already read the Your Data File Overview, see Importing QIF information into AccountEdge for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

Before you begin the import process, you must have created a file containing the Quicken data you wish to import into MYOB AccountEdge -- an import file. See your Quicken documentation to learn how to do this.

Make a backup of your data file. See To make a backup to learn how.

Choose Import Data from the File menu, then choose Quicken (QIF) File from the Import Data sub-menu.

A dialog box appears, allowing you to locate the QIF file you want to import. Locate the file, highlight it and click Open. The import process begins.

If you receive an alert message during the import process, the file you attempted to import contained invalid information. See Importing QIF information into AccountEdge to learn which Quicken information is valid.

When AccountEdge determines that the QIF file contains the proper data, two situations may occur:

If all your QIF account information corresponds with AccountEdge accounts, a window will appear, describing the number of records that were imported. This window probably won’t appear the first time you import a QIF file; however, when this window appears, the import process is complete.

If your QIF account information doesn’t correspond with AccountEdge accounts, the Choose an Account window will appear. Use the following instructions to work with this window.

AccountEdge checks each account in the QIF file when you import the file. If AccountEdge finds an account in the QIF file that doesn’t match any AccountEdge account, the Choose an Account window appears. In this window, you’ll need to choose an AccountEdge account, or create a new AccountEdge account, to track the information about the QIF account.

When AccountEdge finds an account in the QIF file that doesn’t match an MYOB AccountEdge account, the Choose an Account window will display the name of the account in the QIF Account field or QIF Category field. (The QIF Account field will appear if this is the first time you’ve seen the Choose an Account window; the QIF Category field will appear after the first time you’ve seen the Choose an Account window.)

In the MYOB Account field, enter the AccountEdge account that best matches the account displayed in the QIF Account field or QIF Category field. If you wish, you can click the search icon next to the MYOB Account field to open a search list of accounts to choose from. You can also use the Easy-Add function in the search list to create a new account to track the information.

When the account you want to use is displayed in the MYOB Account field, click OK.

If additional QIF accounts need to be matched with AccountEdge accounts, the Choose an Account window will appear for each QIF account that needs to be matched. Follow the instructions in step 7 for each QIF account until all the accounts are matched.

When all QIF accounts are matched to AccountEdge accounts, a window will appear, describing the number of records that were imported.

If some records were skipped during the import process, or some other event occurred, a message will appear in this window, indicating that the Import Log report was created. This report (titled MYOB AccountEdge Import Log) lists information about any problems that occurred during the importing process, as well as information about rejected records.