Yes. While older versions of Quicken did not have this capability, there are no longer limitations on the types of accounts you can import using QIF.
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The Quicken Interchange Format (QIF) is an open file format used
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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.
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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.