This tutorial shows how to convert a PDF file from your bank or credit card statement to QIF and import into Quicken 2017. We will use PDF2QIF utility.
Step by step instructions for Windows
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a PDF file.
If you need to convert data from either Quicken for Windows or Microsoft Money follow the instructions in the Converting to Quicken Essentials guide. You may want to check out more Mac applications, such as Quick File Renamer, Quick File Renamer Lite or GigBaby Sharing Utility, which might be similar to Quicken File Exchange Utility.
Review transactions before converting. Check that dates are correct, have a correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.
Categories - Money supports categories and subcategories. This means that if you are using further levels of subcategories in Quicken, these will not convert as a sub-subcategory. However, Money will rename Bills:Utility:Electric as Bill:Utility-Electric, so the multiple levels are partially retained.
RE: Note: The conversion process provided here applies only to U.S. Versions of Quicken. The conversion utility applies to us version only. You do not state if this is an issue for you.
Make sure to select the QIF target correctly to match the Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB.
Set the Account Name and the Account Type to create a QIF file for the right account. This is optional for Quicken 2018 or later, but it is important to have the matching account name in Quicken for Quicken 2017 for Windows. General motors gm laam keygen download.
Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.
For Quicken 2017 or earlier it is important to select 'All Account'. For Quicken 2018 or later you have to select the actual account.
Then click the 'Import' button.
Then click the 'Done' button.
Now your data is imported. You can accept all transactions.
You can review transactions. They are now in the register.
Step by step instructions for macOS
Make sure you are using the latest version of PDF2QIF. Download it from the PDF2QIF download page. Start PDF2QIF and select a QIF file.
Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned.
Make sure to set the Account Name to match what you have in your accounting software and the Account Type to create QIF file for the right account.
Select the QIF Target to match your Quicken version or your accounting software. Chemdraw 13 keygen.
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Quicken 2007
Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import' - 'From QIF', select created QIF file.
Quicken To Quickbooks Conversion Tool
Pay attention that the Account Name must match what you have in Quicken. Because Quicken imports directly in that account without asking anything. And if you don't have an account specified on the QIF file, this account will be automatically created. Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken.