This tutorial shows how to convert an OFX file from your bank or credit card statement to QFX (Web Connect) and import into Quicken. We will use OFX2QFX utility. IMPORTANT: OFX2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.
Step by step instructions for Windows
Since I already purchased two of the MoneyThumb converters for my purposes (importing into Quicken 2007 for Mac), it is doubtful I will have a need to purchase the license for Numbers '09. More Less Mar 1, 2015 1:47 AM. Quicken for Mac 2018+ import only into a new account. Quicken for Mac 2015-2017 does not import QIF file. Quicken Essentials for Mac does not import QIF files. Converters to convert to the QIF format. Convert CSV/Excel/TXT, PDF, OFX, QFX, QBO, QIF, MT940 files to the QIF format: Bank2QIF. Convert CSV/Excel/TXT files to the QIF format: CSV2QIF. Will I be able to convert a Quicken 2017 for Mac file into a Quicken 2015 for PC file? Or do I need to buy a Quicken for PC 2017 version? Is it cheaper to install Quicken for Windows 2015 and then upgrade to 2017 or is the price the same whether you purchase Quicken 2017 Premier new rather than upgrading from a 2015. Converting Windows to Mac - stuck on 'Exporting Data from Quicken Windows' Answered Closed OceanBreezes 75 views 8 comments 0 points Most recent by OceanBreezes August 2020 Download. Apps for Security. Fight malware and protect your privacy with security software for Windows, Mac, Android, and iOS. An antivirus app is a great place to start, but you should also look at VPNs.
Follow the steps below for the Windows version, followed by the Mac version.
Make sure you are using the latest version of OFX2QFX. Download it from the OFX2QFX download page. Start OFX2QFX and select an OFX file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Select the QFX Target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.
Set the Account ID (number) and the Account Type to create QFX for the right account. For multiple accounts, use a different Account ID for each account.
For Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. It has to be from the allowed bank. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.
Currency should be USD even for non-USD accounts for Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, GBP currency must be set.
Click the 'Convert' button to create a QFX file.
Confirm the file name and location.
Import created QFX file into Quicken
Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing the QFX file backup your data file and make sure that the account is not connected to online services. We have to disconnect from online services first. Right-click - 'Edit/Delete account'.
Then click 'Online Services' and click on the 'Deactivate' button. Then click 'Yes' and 'Ok'.
After disconnecting the account from online services, you can import a QFX file. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file.
You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. If you are disconnected from online services, that account will be shown on the list. You may choose to keep online services connected and import into a new account if you have something temporary to import. You can import in that account, and then move transactions from that account to another account. So this way you will keep the existing account connected to online services and you don't have to connect it back later.
Then click the 'Import' button.
Then click the 'Close' button.
Now your data is imported. You can accept all transactions.
You can review transactions. They are now inside Quicken.
Step by step instructions for macOS
Make sure you are using the latest version of OFX2QFX. Download it from the OFX2QFX download page. Start OFX2QFX and select an OFX file. IMPORTANT: OFX2QFX is now replaced with the Transactions app, which converts from more formats and converts to more formats.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Set the Account ID (number) and the Account Type to create QFX for the right account. For multiple accounts, use a different Account ID for each account.
Currency should be USD even for non-USD accounts for Quicken US edition. For the Canadian edition, you can use USD and CAD. And for the UK edition, GBP currency must be set.
For Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.
Click the 'Convert' button to create a QFX file.
Confirm the file name and location.
Import created QFX file into Quicken
Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing a QFX file backup your data file and click 'Quicken' - Preferences' and 'Connected Services'.
Make sure to uncheck 'Automatically improve the quality of downloaded payee names and categories', because when this checkbox set, it could change the payee names to something unrecognizable, not what you have on QFX File.
Before converting into the specific account, make sure that the account is not connected to online services. Right-click - 'Edit' account.
If you see, for example, Connection Type (Web Connect), it means that it is connected. We have to disconnect from online services first. Click on 'Set up transaction download'.
Then click the 'Options' button.
Select 'Enter transactions manually' and click the 'Continue' button.
Click the 'Finish' button. This way you disconnect from direct online download and now you can import a QFX file into this account.
To import a QFX file, select 'File' - 'Import' - 'Bank or Brokerage File (OFX, QFX)', select created QFX file.
And select an existing account to import transactions instead 'Add a new Quicken account'. Click the 'Continue' button.
Now your transactions are imported. You can categorize, review, delete them. They are already inside Quicken.
Related articles
This tutorial shows how to convert a QFX file from your bank or credit card statement to QIF and import into Quicken 2017. We will use QFX2QIF utility. IMPORTANT: QFX2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.
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 QFX2QIF. Download it from the QFX2QIF download page. Start QFX2QIF and select a QFX file.
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
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 UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015.
Set the Account Name (must be matched as you have in Quicken) and the Account Type (must be matched as you have in Quicken) to create a QIF file for the right account. Set 'Output dates' if applicable.
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Quicken 2017
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. Click 'Accept All' transactions - 'Done'.
Review transactions after import.
Step by step instructions for macOS
Make sure you are using the latest version of QFX2QIF. Download it from the QFX2QIF download page. Start QFX2QIF and select a QFX file. IMPORTANT: QFX2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.
Convert Quicken Windows To Mac
Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Make sure to set the Account Name and the Account Type to create a QIF file for the right account. Set the Date format if applicable.
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.
Click the 'Convert' button to create a QIF file.
Confirm the file name and location.
Import created QIF file into Banktivity
Now the QIF file is created, let's switch to Banktivity and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import transactions'. Then click 'Import File' and select the created QIF file.
Select a Quicken account to import.
Then click the 'Continue' button.
Quicken Converter Tool
Now your data is imported. Review transactions after import.
Related articles