Import into Other Desktop Accounting or Personal Finance software (Microsoft Money and others) QIF files have less restrictions compared to QFX file as they do not identify financial institutions like QFX files.įor QFX transactions, Quicken uses the renaming rules to assign categories during import. The Transactions app provide easy to use mapping interface to assign categories based on payee names or manually during the conversion. QIF transaction files are easily imported by Quicken (please make sure to your QIF target accordingly) and allow to supply categories and tags for each transaction.
Best csv2qif converter for mac#
Import into Quickenįor Quicken for Windows, convert to the QIF or QFX format if you have Quicken 2021-2024.įor Quicken for Mac, convert to the QFX format is you have Quicken 2021-2024.įor older Quicken for Windows versions, convert to the QIF format.įor older Quicken for mac versions, convert to the CSV Mint format. Quickbooks Online imports more transaction details through QBO and QFX files (date, amount, payee, memo, check) than CSV files (date, amount, description). Import Into QuickBooks Onlineįor QuickBooks Online, convert to QBO (web connect) format or QFX format or as CSV files (set target as "Quickbooks Online"). The Transactions app provides interface to map payee names to vendor names and assign categories (expense/income accounts) based on payee names or direct edit. IIF transaction files are imported directly into the Quickbooks Desktop register and require exact vendor names and expense/income accounts. After import, open imported statement under Bank Feeds, match vendor records and assign expense/income accounts and add transactions to the register.
QBO (web connect) transaction files are imported the same way as transactions downloaded directly from your bank. QBO and IIF files are importable by QuickBooks Enterprise as well.įor older QuickBooks Desktop versions, convert to the IIF format. Import Into QuickBooks (Desktop and Online)įor QuickBooks desktop, convert to QBO (Bank Feeds or web connect) format or IIF format if you have QuickBooks 2021-2024. A new product, ProperConvert, supports more file formats. Please notice that this product is no longer available.
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