QIF import is available only for asset and liability accounts (including house and vehicle) and cash accounts. If you have purchased Quicken Home & Business, you can use QIF to import transactions into accounts payable accounts and invoice accounts as well. QIF import is also available for any exported list, but the file you want to import the list into must already include a valid account.
QIF import is not available for checking, credit card, savings, 401(k), or any other brokerage accounts. To import transactions into these types of accounts, see the improved download solution replacing QIFThe Quicken Interchange Format (QIF) is an open file format used to transfer financial data between software programs. QIF files store data in plain-text, ASCII format, making them easily readable and editable. Each file begins with a header indicating the type of account (e.g., banking, credit card, or investment) and contains detailed transaction records with fields such as dates, amounts, payees, and categories.
| Info | ||
|---|---|---|
| ||
Yes. While older versions of Quicken did not have this capability, you can now import any account type using QIF. |
See Exporting data from Quicken for information about setting up your export.
Importing a QIF file
To import a QIF file into Quicken for Windows, follow these steps:
- Back up your Quicken data before importing to avoid accidental changes or data corruption.
- Go to the File menu in Quicken and select QIF File
- In the QIF Import window, use the dropdown menu to select the appropriate account.
- Browse for and select your QIF file.
- Select the optional items you want to include (Transactions, Account list, Category list, etc.) These should match the items you included in your Export.
- Click Import to import the file.
- Review the imported transactions in the account register for accuracy.
- Ensure all transactions are correctly categorized, reconciled, and in the appropriate account.