Bank2QIF Converter

What is Bank2QIF Converter?

Bank2QIF Converter: convert CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to QIF

Finally, the solution to import your transactions. Convert CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to QIF and import to Quicken PC 2005-2020, Banktivity, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

What can I do with Bank2QIF Converter (CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to QIF converter)?

Download, install and run the software

Select a file with transactions

Review the transactions and click Convert to create a QIF file

Import the created file into Quicken for Windows or other QIF import software or online service

Why should I trust Bank2QIF Converter?

It runs and processes your files on your computer - no data leaves your computer

It doesn't send your transactions anywhere

Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to QIF and import to Quicken PC 2005-2019, Mac Quicken 2007, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

Step-by-step instructions for Windows

Review the transactions before the conversion, check that the dates are correct, that the year is correct, that the deposits and withdrawals are in the correct places.

Select the QIF destination to match your version of Quicken or your accounting software.

Set the Account Name and Account Type to create a QIF file for the correct account.

Set the date format, if applicable. Quicken expects the date format to be MM/DD'YYYY regardless of system settings, and other software can expect the system date format.

Click the 'Convert' button to create a QIF file.

Confirm the name and location of the file.

Now that the QIF file has been created, switch to Quicken and import the QIF file you created. Before you import a QIF file, back up your data. To import a QIF file, select 'File' - 'Import File' - 'QIF File', select the QIF file created.

For Quicken 2017 or earlier, it is important to select ''All accounts''. For Quicken 2018 or later, you must select the real account.

Then click the 'Import' button.

Then click the 'Done' button.

Now your data is imported. You can review transactions and use Rename Rules if you want. Then click on 'Accept all transactions'.

They will be accepted and listed in Quicken.

System Requirements

Windows

Microsoft Windows 10 / 8.1 / 8/7/2008/2003 / Vista / 2000 / XP

Also works on Linux with Wine

User with administrator privileges (see file version below for use without administrator privileges)

Mac

Mac OS X 10.12 or later (macOS Catalina is supported)

Allow apps from the "Mac App Store and identified developers" in System Preferences, Security, and Privacy