Importing and exporting

Importing Quicken (QIF) transactions into AccountEdge

 

Transactions from Quicken can be imported into AccountEdge. To import Quicken transactions, you must create a Quicken (QIF) file that contains the transactions. (In Quicken, you'll choose File > Export Custom > Transactions. You'll then choose the accounts that are associated with the transactions you want to export. For example, you may wish to export your banking and credit card transactions, but not transactions associated with your investment or brokerage accounts. Refer to your Quicken documentation for information about export options and QIF files.)

Associating accounts with your transactions

AccountEdge checks each account associated with transactions in the Quicken (QIF) file when you import the file. If the Quicken account doesn't match any account in your MYOB AccountEdge company file, the Choose an Account window will appear.

Using the window, you'll match the Quicken account with an account in AccountEdge. If you don't match an account, AccountEdge will create one for you using the name of the Quicken account or a default account name. (To choose an account [Quicken (QIF) File])

Note:  If you use the categories option

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