You say, that it is gonna be a Checking Account. You have to enter the actual account name, you have in Quicken. For Credit Card, you have to select CCard.Īnother important thing is Account Name: you can name as IMPORT or RBC Bank. Account Type gonna be Bank for Checking Account or Savings Account. In our case, it gonna be Quicken 2017 for PC. So you have to select the flavor of accounting software, you're gonna import into. Click the 'Charges +/-' button and it has to look like this: the Amount is negative for expenses and positive for the deposits. For Quicken, for QIF file, or for QFX file, or Quickbooks, expenses have to be negative and payments/deposits to the account have to be positive. Importing for Credit Cards: sometimes Credit Card Company supplies CSV files with the reverse sign for Amounts (we can see it in this example: expenses are positive and payments to the account are negative). You can change all that and save it as new Mapping. You can say, this is gonna be Payee or this is gonna be Memo. And if it says 'Date' column, 'Payee', 'Amount', 'Memo', it will find those columns and assign them automatically. The converter tries to read your CSV file, tries to read your column names.
What can you do here? You can change Mapping on your CSV file, reassign columns if you like.
This is how the Source file looks like, it has column names: Date, Amount, Payee, Memo, Check #, Type, Category. And this is like transactions look after parsing. It has four transactions: three expenses and one deposit.
#Quicken 2017 home and business export how to
To convert without limits, please purchase for the license, but you can try before purchasing on the limited number of transactions (up to 10 transactions) and this video shows how to convert sample.csv file to QIF format and import into Quicken 2017 for PC.
#Quicken 2017 home and business export trial
And your conversion with a trial license is limited to ten transactions per file. When you open CSV2QIF for the first time it will ask you to get a trial license.
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