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The Quicken Interchange Format (QIF) is an open file format used for transferring 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
titleCan I import data from a QIF file into a banking or investment account?

Yes. While older versions of Quicken did not have this capability, there are no longer limitations on the types of accounts you can now import any account type using QIF.

See Exporting data from Quicken for information about setting up your export.

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To import a QIF file into Quicken for Windows, follow these steps:

  1. Open the import tool:Back up your Quicken data before importing to avoid accidental changes or data corruption.
  2. Go to the File menu in Quicken .Select File Import > and select QIF File.

    Set import preferences:

    Use
  3. In the QIF Import window, use the dropdown menu to select the appropriate account. 
  4. Browse for and select your QIF file.
  5. Set the date range and check options like duplicate detection.
  6. Import the file:

    Click OK Select the optional items you want to include (Transactions, Account list, Category list, etc.) These should match the items you included in your Export.
  7. Click Import to import the file.
  8. Review the imported transactions in the account register for accuracy.

    Move transactions (optional):

    If you imported into a temporary cash account, copy and paste the transactions into the intended account.
  9. Verify and adjust:

    Ensure all transactions are correctly categorized, reconciled, and in the appropriate account.

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