Importing Quicken (QIF) files

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Importing Quicken (QIF) files

You can import Quicken-formatted files (QIF) that contain transactions (except for transactions associated with your investment or brokerage accounts). Refer to your Quicken documentation for information about exporting QIF files.

When you import the transactions, you’ll need to match the accounts in your company file with the Quicken accounts.

To import a Quicken file

1	Go to the File menu, choose Import Data from the File menu, and then choose Quicken (QIF) File.

2	Select the QIF file you want to import and then click OK.

The import process begins.

3	If the Choose an Account window appears, select in the Account field, the account that best matches the account displayed in the QIF Account field or QIF Category field.

note :

If you don't match an account, an account will be created for you, using the Quicken account name. If no Quicken account name is present, the account will be named QIF Allocation Account or QIF Source Account. You can change the name later, if you want.

4	Click OK. The import process will continue.

If some transactions are skipped, or if there is a problem with the import, a message will appear, indicating that the Import Log report was created. This report (called AccountEdge Import Log) is located in the same folder as your company file. It lists the problems that occurred during the importing process, and information about any rejected records.

■	Import and export fields

■	Importing data

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