In order to convert data from other software programs, Quicken uses the Quicken Interchange Format (QIF) to import and export data. This allows conversion of data files from both Intuit and non-Intuit financial programs. In most cases, data from a financial program that can export a QIF file can be converted to the Quicken program.
If you are unsure if the software from which you are converting can export data into the QIF format, refer to the documentation or technical support for that product. Some products, such as MECA Software's Managing your Money, can be enabled to export QIF files with the use of a conversion utility. You should also verify exactly what data will and will not be included in the QIF file. In almost all cases, some information will not be converted; this information will have to be manually entered.
Once the data has been exported from your other financial software program, you can import it into Quicken. To do this, follow these instructions:
- Open the data file or account into which you are importing the data.
- If the account you want to import data into does not exist in the data file, create it:
- From the File menu, choose New.
- Select New Quicken Account and click OK.
- Follow the onscreen instructions to create the account.
If the account is in a foreign currency, ensure that you select the correct currency when creating the account.
If you are importing the .qif file from an external disk, insert the disk into your computer's disk drive.From the File menu, choose Import, and then choose QIF File.The QIF File to Import field displays the preset path of the import file. Follow one of these options:
Make a selection from the Quicken Account to Import into drop-down list.
- Enter a name for the import file at the end of the existing path (if there is not already a backslash \ at the end of the path, type one before entering the name). Quicken will automatically add the correct file extension.
- Click Browse to select a different location. Enter a name in the File name field, and then click OK to return to the QIF Import window. (Use Browse to select your disk drive if you saved the export file on an external disk.)
Note: The account type must be identical to the original account. If not, the import will not work.Select the items to import:
- Transactions: Includes all data in your account registers.
- Account List: Includes your listing of accounts without transactions.
- Category List: Includes all of your categories, plus classes.
- Memorized Transactions (or Memorized Payees): Includes all memorized transactions or payees.
- Special handling for transfers: Prevents duplicate transactions from occurring when importing from accounts involved with a single transfer transaction.
- Security Lists: Includes all your securities, security prices (including price histories), and security types.
- Business Lists: (Quicken XG or Quicken Home and Business) Includes invoice items and all business oriented templates. Please note that Business lists cannot be imported into Quicken for Macintosh.
The address book is not included in the QIF file and must be exported separately. Click here
for information on exporting and importing the address book.Click OK to import the file. In some cases, one or more messages may appear asking if you wish to create certain items in Quicken. Choose the appropriate action according to if you wish to create the item(s) in your Quicken file.
Once the import process is completed, the imported transactions in bank accounts will be displayed at the bottom of your account in the Compare to Register window, allowing you to either accept (move) or delete the transactions.
After the import of the QIF file, compare the imported data in Quicken to the data in your other software for accuracy.
Quicken Interchange Format (QIF) is a non-proprietary data format. Although Intuit originally developed QIF, and certain Intuit products still contain the ability to import and/or export files in QIF format, Intuit does not endorse or provide support for this format. For this reason, Intuit does not know the identities of all institutions and processors that support QIF.
Converting from Microsoft Money
The process for converting data from Microsoft Money to Quicken varies dependent upon the versions of Microsoft Money and Quicken you are using.
Select from the links below for detailed instructions:
If you are using a different version of Microsoft Money, you can still convert your data by exporting it from Microsoft Money using the Strict QIF File Export feature, and then import it into Quicken using the QIF import steps given above.