Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge. Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly. IMPORTANT: Bank2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.
#QUICKEN FOR MAC VS XERO PDF#
Start Bank2QIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file, or STA). Download it from the Bank2QIF download page. Make sure you are using the latest version of Bank2QIF. You can review transactions and use Renaming Rules if you like. For Quicken 2018 or later you have to select the actual account. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.įor Quicken 2017 or earlier, it is important to select ''All Accounts''. Before importing a QIF file make sure to backup your data. Now the QIF file is created, let's switch to Quicken and import created QIF file. Import created QIF file into Quicken 2017 Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.Ĭlick the 'Convert' button to create a QIF file. Set the Account Name and the Account Type to create a QIF file for the right account. Select the QIF target to match your Quicken version or your accounting software. Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Follow the steps below for the Windows version, followed by the Mac version.
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