Manual import of Converted.QIF file into Quicken
Note all of this below is handled automatically by ImportQIF if you turn on the Auto Import QIF option on the Options tab, which saves dealing with all of these details)
Warning for Starter Edition
You have to create at least one cash account in Quicken, for the QIF import to work. It doesn't matter if you are going to import into that account or not. This is needed because the Starter Edition doesn't have a <All Accounts> like the other editions have.
Start Quicken and select: File -> File Import -> QIF File (please note that on some versions of Quicken you can't be in the Portfolio view to see this option)
For the QIF file name browse to your desktop and load in Converted.QIF.
If your QIF file is going to have any transfers in it, make sure that you have a cash or liability account you can select (even if the transactions will not be put in that account).
Transfers do not work right if you select <All Accounts> (If your QIF file doesn't have transfers feel free to use <All Accounts> for non cash accounts). Also you have to deselect Special handling of transfers on the QIF Import dialog. If you don't deselect this option all the "from" side transfers will be removed by Quicken.
Select account name from the "Quicken account to import into:" pull down menu.
It doesn't matter the account name you select, the account name in the QIF file will override this (with the exception of cash and liability accounts, see below).
Deselect Special handling of transfers
Select Import
If you are prompted to create an account when you intended to import into an existing account then you typed in the wrong account name into ImportQIF when creating the account button.
You will be told which account the import is going into, and how many transactions were imported.
You should now be able to go to your account register and accept the new transactions. Please note that in the case of an investment account these transactions might have been imported directly into your account register without you accepting them.
Special note about cash and liability Accounts
Instead of selecting <All Accounts> or a random account name, as directed above, select the name of the account you want to import into.
Special warnings! the follow options in Quicken 2015 to 2016 R7 (fixed in 2016 R8) causes problems for QIF imports, please turn them off.
Edit -> Preferences -> Downloaded transactions -> Automatically add to banking registers
Edit -> Preferences -> Downloaded transactions -> Automatically add to investment transaction lists
Quicken Subscription breaks a lot of the QIF transaction import functionality.
You can see the details here.
I have added a new "Map Categories" feature to ImportQIF to make up for Quicken Subscription breaking the categorization of QIF imports based on the Memorized Payee list, but nothing can be done to allow for matching existing transactions. See the details for the Setup and Option tabs in the documentation.
Warning for Starter Edition
You have to create at least one cash account in Quicken, for the QIF import to work. It doesn't matter if you are going to import into that account or not. This is needed because the Starter Edition doesn't have a <All Accounts> like the other editions have.
Start Quicken and select: File -> File Import -> QIF File (please note that on some versions of Quicken you can't be in the Portfolio view to see this option)
For the QIF file name browse to your desktop and load in Converted.QIF.
If your QIF file is going to have any transfers in it, make sure that you have a cash or liability account you can select (even if the transactions will not be put in that account).
Transfers do not work right if you select <All Accounts> (If your QIF file doesn't have transfers feel free to use <All Accounts> for non cash accounts). Also you have to deselect Special handling of transfers on the QIF Import dialog. If you don't deselect this option all the "from" side transfers will be removed by Quicken.
Select account name from the "Quicken account to import into:" pull down menu.
It doesn't matter the account name you select, the account name in the QIF file will override this (with the exception of cash and liability accounts, see below).
Deselect Special handling of transfers
Select Import
If you are prompted to create an account when you intended to import into an existing account then you typed in the wrong account name into ImportQIF when creating the account button.
You will be told which account the import is going into, and how many transactions were imported.
You should now be able to go to your account register and accept the new transactions. Please note that in the case of an investment account these transactions might have been imported directly into your account register without you accepting them.
Special note about cash and liability Accounts
Instead of selecting <All Accounts> or a random account name, as directed above, select the name of the account you want to import into.
Special warnings! the follow options in Quicken 2015 to 2016 R7 (fixed in 2016 R8) causes problems for QIF imports, please turn them off.
Edit -> Preferences -> Downloaded transactions -> Automatically add to banking registers
Edit -> Preferences -> Downloaded transactions -> Automatically add to investment transaction lists
Quicken Subscription breaks a lot of the QIF transaction import functionality.
You can see the details here.
I have added a new "Map Categories" feature to ImportQIF to make up for Quicken Subscription breaking the categorization of QIF imports based on the Memorized Payee list, but nothing can be done to allow for matching existing transactions. See the details for the Setup and Option tabs in the documentation.