Convert.CSV files from your bank, credit card, or brokerage firm to.QIF files (suitable for Quicken). Instant, One-Step Conversions: Runs conversions with the single click of a button. Step 3: Import the Transactions into Quicken. The easiest way to import the QFX file is simply to double-click it from Windows Explorer or the Finder on a MAC. You can also read the QFX file while running Quicken. Simply select File, then from the pull-down menu select File Import, and then Web Connect File.
- Importing .qif File Into Quicken Deluxe 2018 Download
- Importing .qif File Into Quicken Deluxe 2018 Software
Import Categories and Classes in Quicken
You can import a list of categories and classes designed for construction companies in Quicken.
Choose which import method is best for your company: Import without Memorized Reports, or Import with Memorized Reports. Memorized Reports allow you to track and analyze financial information like project budgets and taxes.
Import without Memorized Reports
1. Back up your Quicken company.
2. Open your Quicken company.
3. Go to File > Import > QIFFile.
4. Select the account you want to import the QIF File into (recommended account: checking).
5. In the Include in Import dialog box, select Account List and Category List.
6. Click Browse and locate the import file in C:/Program Files/UDA Office/Construction Office/Quicken Tools/Import File/Import File.qif
7. Click OK.
Import with Memorized Reports
Part 1
1. Open your Quicken company.
2. Go to File > Export > QIFFile.
3. Type a name for the QIF File you want to export the data to (recommended name: Quicken Export File).
4. Click Browse to select an export location. Choose a location easy to find, such as the desktop.
5. In the Include in Export dialog box, select the options that best fit your company. Selecting Transactions and/or Memorized Transactions will export all previous transactions of your company.
Part 2
1. Back up your Quicken company.
2. Open your Quicken company.
3. Go to File > Import > QIFFile.
4. Select the account you want to import the QIF File into (recommended account: checking).
5. In the Include in Import dialog box, select the same options you chose in Part 1.
Importing .qif File Into Quicken Deluxe 2018 Download
6. Click Browse and locate the import file you created in Part 1.
7. Click OK.