CSV2QIF Converter

Easy-to-use secure solution to review/convert your transactions and import into your accounting software. Convert CSV/XLS/XLSX into QIF and import to Quicken PC 2005-2020, Banktivity, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

Fabricantes: ProperSoft
Category: Utilitários
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What is CSV2QIF Converter?

Converta CSV / XLS / XLSX para QIF

Easy-to-use secure solution to review/convert your transactions and import into your accounting software. Convert CSV/XLS/XLSX into QIF and import to Quicken PC 2005-2020, Banktivity, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney

What can I do with CSV2QIF (CSV/XLS/XLSX to QIF converter)?

  • Download, install and run the software
  • Select a file with transactions
  • Review transactions and click Convert to create a QIF file
  • Import the file created for Quicken for Windows or other QIF online import software or service

Why should I trust CSV2QIF?

  • It runs and processes your files on your computer - no data leaves your computer
  • It doesn't send your transactions anywhere

Convert CSV or Excel files to QIF format and import to Quicken or other accounting software

Step-by-step instructions for Windows

  • You can also copy your data from an open spreadsheet like Excel and paste it into the application.
  • Review transactions before conversion. Make sure the dates are correct, if the correct year (Date), the amount, withdrawals and deposits are shown in the corresponding columns, the check number (Doc / Check #) is assigned. Reassign columns to QIF fields, if necessary.
  • Expenditure should be negative and payments to the account should be positive. Your credit card file may have positive expenses. Adjust the CSV mapping if necessary. Clicking 'Charges/withdrawals' will be positive if the expenses are positive in the CSV file.
  • Select the QIF destination to match your version of Quicken 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, former Microsoft Money not USA, Quicken 4, Quicken French 2015.
  • Set the Account Name and Account Type to create the QIF file for the correct account, set the Date format, if applicable.
  • 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 created QIF file. Before importing a QIF file, back up your data. To import a QIF file, select 'File' - 'Import file' - 'QIF file', select the created QIF file.
  • For Quicken 2017 or earlier, it is important to select '' All accounts ''. For Quicken 2018 or later, you must select the actual account.
  • Then click the 'Import' button.
  • Then click the 'Done' button.
  • Now your data is imported. Review the transaction after the import.

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 to use without administrator privileges)

Mac

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

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

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