This data can be verified by the utility to make sure there are no errors. Convert QIF QIF to IIF Quicken converter Conversion Quicken QuickBooks Import. QIF to IIF Converter was reviewed. It does not really cover the entire spectrum of files I need to convert. But thank you for taking the time to post an answer – Rup Jul 22 '11 at 18:14 Actually reads OFX variants including QFX files using the OFX file script, plus CSV and QIF files. To do this, go to File Utilities Convert, then select From Quicken. Select the Quicken file (.QDF) that you want to convert. The Conversion Utility will guide you through the rest of the conversion. For more details about the Conversion Utility, press F1 to access the Help window in your QuickBooks Desktop and type 'convert from Quicken'.
Reading other posted questions and answers gave me the solution. To wit:
Quicken Conversion Utility Tool Download
'If you've already upgraded, this will be tricky. If you want to stick with a Quicken-type product, purchase Quicken Essentials. It's not nearly as good as Quicken, but it works as a simple account register. Find your old Quicken data file and copy it to a flash drive. In the Quicken Essentials install disk, there is a Quicken File Exchange Utility. Copy that to the drive as well. Plug the drive into a Mac running 10.6 or earlier and run the utility to convert the Quicken File to a Quicken Exchange File. Move the drive back to the Lion machine and import the Quicken Essential file.
If you haven't upgraded yet, convert a COPY of the Quicken data file then upgrade.Install Essentials then import.'
Luckily, I found another Mac in my office that was still operating in OS 6.1 and could use the above strategy to convert my data files. All is good!
Apr 21, 2012 9:21 AM
This tutorial shows how to convert an OFX file from your bank or credit card statement to QIF and import into Quicken 2017. We will use OFX2QIF utility.
Step by step instructions for Windows
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of OFX2QIF. Download it from the OFX2QIF download page. Start OFX2QIF and select an OFX file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015.
Set the Account Name (must be matched as you have in Quicken) and the Account Type (must be matched as you have in Quicken) to create a QIF file for the right account. Set 'Output dates' if applicable.
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Quicken 2017
Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.
For Quicken 2017 or earlier, it is important to select 'All Account'. For Quicken 2018 or later you have to select the actual account.
Then click the 'Import' button.
Then click the 'Done' button.
Quicken Conversion Utility Tool Download
Now your data is imported. Click 'Accept All' transactions - 'Done'.
Review transactions after import.
Step by step instructions for macOS
Make sure you are using the latest version of OFX2QIF. Download it from the OFX2QIF download page. Start OFX2QIF and select an OFX file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Make sure to set the Account Name and the Account Type to create a QIF file for the right account. Set the Date format if applicable.
Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge.
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Banktivity
Now the QIF file is created, let's switch to Banktivity and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import transactions'. Then click 'Import File' and select created QIF file.
Quicken Conversion Utility Windows To Mac
Select a Quicken account to import.
Then click the 'Continue' button.
Now your data is imported. Review transactions after import.
Quicken Conversion ToolRelated articlesComments are closed.
|
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |