Then click 'Online Services' and click on the 'Deactivate' button. Before importing a QFX file backup your data file and make sure that the account is not connected to online services. Now the QFX file is created, let's switch to Quicken and import created QFX file. You can also set End balance, Bank ID, Branch ID if your accounting software requires it.Ĭlick the 'Convert' button to create a QFX file. And for the UK edition, GBP currency must be set. For the Canadian edition, you can use USD and CAD. For multiple accounts, use a different Account ID for each account.Ĭurrency should be USD even for non-USD accounts for the Quicken US edition. Set the Account ID (number) and the Account Type to create QFX for the right account. You have to leave it empty if your bank is not listed, so the default Wells Fargo Bank Label (3000) will be used. Make sure a bank you choose, supports the Account Type you are converting for. The INTU.BID value defines the bank label shown during import. Set INTU.BID to match your bank or keep the default value. Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB. Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly. Download it from the QIF2QFX download page. Make sure you are using the latest version of QIF2QFX. Step by step instructions for Windowsįollow the steps below for the Windows version, followed by the Mac version. Use the ProperConvert app to convert QIF to QFX. This tutorial shows how to convert a QIF file from your bank or credit card statement to QFX (Web Connect) and import into Quicken.
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