Importing and exporting

To choose an account [Quicken (QIF) File]

 

The Choose an Account window should be open.

  1. 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 want, you can click the search icon next to the MYOB Account field to open a search list of accounts to choose from.


    Note: If no Quicken account name is present, AccountEdge will name the account QIF Allocation Account or QIF Source Account. You can change the name later, if you want.
  1. When the account you want to use is displayed in the MYOB Account field, click OK.


    Note: If you don't match an account, AccountEdge will create one for you, using the Quicken account name. If no Quicken account name is present, AccountEdge will name the account QIF Allocation Account or QIF Source Account. You can change the name later, if you want.
  1. 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. Repeat steps 1 and 2 for each account until all the accounts are matched.


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