Visit https://www.propersoft.net/ for ProperSoft converters to create IIF files from your transaction file. Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft This tutorial shows how to import an IIF file, analyze and fix errors during import and finish import successfully. 1. Backup Your Quickbooks company data file 2. Analyze the IIF file 3. Create missing accounts and vendors 4. Import IIF file ... https://www.youtube.com/watch?v=h1AibFH2QUY

Quicken 2013 stopped importing QFX Web Connect files as of May 2016. Use ProperSoft QFX2QIF at https://www.propersoft.net/qfx2qif/ to convert QFX to importable QIF file and import into Quicken 2013. Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft We will use, as file example, Quicken 2013, as of May 2016. This Quicken is already modern 3 years old. And as of April 2016, it's stopped importing Web Connect files. Just to verify, we're gonna try to import Web Connect file. Click 'File' - 'File Import' - 'Web Connect File' and open a QFX file. And we get a message, that Quicken cannot import this file. Another option for Quicken is to use to import QIF files. Quicken says, that it cannot import QIF files for certain account types. It can only import QIF files for the Cash account. But with certain technics we can import QIF file, correctly prepared into account, we want to use. In our case, it's gonna be Checking Account. So, what we need to do? We need to use the QFX2QIF utility from ProperSoft. You can go to https://www.propersoft.net/products/qfx2qif and it will take you right to the product page QFX2QIF Converter. You can download it for PC or Mac and install it on your computer. What we need from Quicken to the successful conversion - is the Account Name you want to import into. The trick is that QIF file must have the Account Name from Quicken, so Quicken can figure out to which Account import that QIF file. So, what we need to do - is to grab that Account Name: you need to type it or you can copy it. In our case, we go to 'Tools' - ''Account List'. Click 'Edit'. And select Account Name, then right-click - 'Copy' and close the window. ... https://www.youtube.com/watch?v=BFRNxKY7Bdc

ProperSoft CSV2QIF at https://www.propersoft.net/csv2qif/ supports Quicken 2017 for PC! Convert CSV/Excel file with transactions (with categories) to the QIF format and import directly into bank or credit card account in Quicken 2017 for PC. Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft When you open CSV2QIF for the first time it will ask you to get a trial license. And your conversion with a trial license is limited to ten transactions per file. To convert without limits, please purchase for the license, but you can try before purchasing on the limited number of transactions (up to 10 transactions). Select a sample.csv file. It has 4 transactions: 3 expenses and 1 deposit. The source file has column names: Date, Amount, Payee, Memo, Check #, Type, Category. CSV looks like a text file. You can change Mapping on your CSV file, reassign columns if you like. The converter tries to read your CSV file, tries to read your column names. And if it says 'Date' column, 'Payee', 'Amount', 'Memo', it will find those columns and assign them automatically. But you can change them. You can say, this is gonna be Payee or this is gonna be Memo. You can change all that and save as new Mapping. ... https://www.youtube.com/watch?v=alIZHYy8i18

ProperSoft CSV2QIF at https://www.propersoft.net/csv2qif/ converts CSV or Excel files to QIF format ready to import Quicken 2013 Deluxe. Video explains how to convert and import into Quicken. Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft To download CSV2QIF go to https://www.propersoft.net/products/csv2qif. You can purchase on the product page, you can download the trial. Also if you purchase before, you can use this link to download as well and register with your registration code. And there is also Mac download. At the product page, there is a sample CSV file, you can download, that will help you to try the application or if you need to know, how the CSV/Excel file should look like, you can download this file, open in Excel. It'll give you a ready idea of how the transactions should look like in your CSV file before you convert them. Now we will import a QIF file into Quicken 2013. This application imports QIF files, correctly prepared QIF files into all account types and we will import into 'Royal Bank Chequing' Account. When you start CSV2QIF, point to your CSV file. ... https://www.youtube.com/watch?v=UYPP4hjYRFE