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QIF (Quicken Interchange Format) is a legacy file format that is used to transfer financial data between websites and applications. QIF is being replaced over time by new QXF (Quicken Transfer Format) file format. Unless you need to transfer investment or business data, we recommend that you skip the steps below and use QXF export instead. To learn more, see Export to QXF. Otherwise, here is how to export to QIF:

1. Choose File menu > File Export > QIF file.
2. In the QIF File to Export to field, Quicken displays the preset path of the export file. Select the appropriate option:
   • Enter a name for the export file at the end of the existing path (make sure there is a backslash \ before the file name). Quicken automatically adds the correct file extension.
   • Click Browse to select a different location. Enter a name in the File name field, and then click OK to return to the QIF Export screen.
3. In the Quicken Account to Export from list, select the account from which to export transactions.
   • What if I only want to export lists?
     If you're exporting data only from lists and not exporting transactions, it doesn't matter which account you select here.
4. In the Include Transactions in Dates field, enter the dates of transactions to export.

   • To export only those transactions that occurred during a specific interval of time, enter the beginning and ending dates of that time interval.

     To export all transactions, enter the dates of the first and last transactions in your register or transaction list.

5. In the Include in Export list, select the items to include in the export.
   • Select Transactions to include the data in the account's register or transaction list.
   • Select Account List to include all your accounts.
   • Select Category List to include the Tag List in addition to your list of categories.
   • Select Memorized payees to make available from QuickFill and the Memorized Payee List all the transactions you had Quicken memorize in the previous file.
   • Select Security Lists to include all your securities, security prices (including price histories), security types, and your investment goals.
   • Select For Macintosh Users to includes securities, security prices, and the last-saved budget so you can import them to a Quicken for Macintosh file.
   • Select Business Lists to include invoice items and all templates (only in Quicken Home Business & BusinessPersonal).
6. Click OK to create the .QIF file.
7. Import the QIF file into Quicken.

Notes

To set up a new file with your existing lists, use Export and Import to copy everything except the transactions from an existing file. After copying the list information, you can make changes to the lists at any time.

You can print reports in Quicken simply by pressing CTRL + P or by looking at your print options on the File menu. If you want to create a PDF, select Adobe PDF from the printer option in your print dialog. (See image)

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