To import QIF 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 Accounting Plus -- 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 OK. 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 Accounting Plus to learn which Quicken information is valid.

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

If all your QIF account information corresponds with Accounting Plus 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 Accounting Plus accounts, the Choose an Account window will appear. Use the following instructions to work with this window.

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

When Accounting Plus finds an account in the QIF file that doesn’t match an MYOB Accounting Plus 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 Accounting Plus 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 Accounting Plus 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 Accounting Plus 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 MYOBLOG.TXT) lists information about any problems that occurred during the importing process, as well as information about rejected records.