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1. #IMPORT EXCEL OR CSV TO QUICKEN SOFTWARE#
2. #IMPORT EXCEL OR CSV TO QUICKEN CODE#
3. #IMPORT EXCEL OR CSV TO QUICKEN WINDOWS#

Position the cursor where you want the data pasted.Switch to your word processing or spreadsheet program.Select the Export Data drop-down menu at the top of the report and select Copy to Clipboard.Open the report you would like to copy.You can copy report information from Quicken and paste it into the other program, or you can export the report information from Quicken to another program. Click the 'Accept All' button.You might want to work with your Quicken data in another program such as Excel. To import the created QFX file manually, in Quicken, click File, File Import, Web Connect (.QFX) file.Īnd now we select 'Create a new account' or 'Link to an existing account'. If you have Quicken installed, it would be Quicken to open this QFX file.Īnd confirm the filename and the file location.

#IMPORT EXCEL OR CSV TO QUICKEN SOFTWARE#

Set the “Open after save” checkbox if you would like the software installed on your computer to open the created QFX file. There are some other settings that discussed in another video, we would skip these for now as you need them only in specific situations and you know when you need to change these settings.

#IMPORT EXCEL OR CSV TO QUICKEN CODE#

This code (03000) can be used for checking, savings, credit line, credit card, almost all account types. This code (07492) can be used for credit card account only. Some INTU.BID values are allowed for certain account types only.Ĭlick the 'Lookup' button to see the list of banks. INTU.BID value applies to the account type. But if your bank is not listed on not allowed, you can easily use any other bank label. Some users do want the name of the bank to match the bank name in Quicken, and you can do this by selecting the appropriate INTU.BID value. This value does not have to match your account name in Quicken, but it has to be allowed by Quicken bank. This value defines the bank label you see during QFX file import in Quicken. INTU.BID value is another important parameter to set. The Account Type is important to set as Quicken allows you to import created QFX file for a credit card account only into a credit card account in Quicken and for a QFX file for a checking account, Quicken imports this file only in a bank account.įor the Quicken US edition, the currency must be US Dollar, for the Quicken Canadian edition, the currency can be US Dollar or Canadian Dollar. When you start working with another account, make sure to adjust the account type as well. For the second file for this credit card account, keep the Account ID as 10000002. For the first file for the credit card account, change the Account ID to another number, for example, 10000002. Then you start with a credit card account. Then you convert a second file for the same checking account, keep the same Account ID 10000001. Convert the first file and use Account ID as 10000001. It is important to use the same number when you convert multiple files for the same account, and use a different number, when you start converting for another account.įor example, let's start with the first file for a checking account. You can enter the actual account number or credit card number, or a shortened number. Review transactions before converting, make sure dates are correct, expenses are negative, and payments to the account are positive. It could be CSV or Excel file for bank or credit card transactions. Select a file with transactions that you would like to convert. Read the welcome message that provides the main points about the conversion process. Once downloaded and installed, start CSV2QFX.

#IMPORT EXCEL OR CSV TO QUICKEN WINDOWS#

And then select Windows or macOS version to download.