Most US major banks give QuickBooks users the ability to download a.QBO file which enables “Online Banking” or now in 2014 called: “Bank Feeds”. Free antivirus for mac recommendations. This allows the user to significantly speed up data entry from bank transactions are matching cleared transactions to increase efficiency when reconciling the banks. But, what if the Bank you are working on does not give you the ability to download a QBO file? Instead it lets you download a.QIF or.CSV (Excel) file. Then I got good news, so, assuming that you got a spreadsheet like this already: Contains date, check number, payee, memo/description, and amount. And these are all transactions that cleared the bank. Even if the spreadsheet is NOT exported from the bank, but manually created, this technique works great with this program: You can within excel, convert the spreadsheet to a QBO file: With options such as bank name, account number etc.

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Once you convert to.QBO it will import into Online Banking within QuickBooks just like a regular bank would! You can even download a free trial to see how it works, for $59 its a steal and It has saved me personally hundreds of data entry hours in the last few years.

Carl, I have not used and have no connection to Propersoft, but the have a QIF to QFX conversion tool that you can see here: They say: Need to import transactions, but the format is not supported? Convert QIF to QFX and import into Quicken 2018, 2017, 2016, 2015, (PC/Mac). Created QFX files are regular Web Connect files for Quicken. Support is available before and after purchase What can I do with QIF2QFX?

• Download, install and run the software • Select a file with transactions • Review transactions and click Convert to create a QFX file • Import created file to Quicken. FWIW, I've imported a number of banking and loan account CSVs into Quicken for Mac 2017 using ProperSoft's CSV2CSV converter. Basically, CSV2CSV converts ordinary CSVs into Mint CSVs that QM17 will accept. On import, QM17 creates an 'xxx.CSV' account in the sidebar which contains the transactions. Best video player app for macbook pro. I then go into the account, highlight the transactions I want and drag them to the correct account. Once everything looks like it's in order, I delete the.CSV account. ( DO NOT delete a.CSV account with transfer transactions before you've confirmed all is well; once the.CSV account has been deleted, QM17 won't let you expunge a transfer imported from the.CSV account without going to the reference account, which of course you can't do).

Also note that although CSV2CSV has an Invst output, it doesn't seem to be able to handle CSVs from brokerages, as the mapping fields don't change to reflect share price, share amount, etc. (though I've asked for clarification on that from the developer). You could, at any rate, just use CSV2QFX to import investment transactions in CSV format into QM17. I don't have any experience using any QFX converters with QM, but I've used ProperSoft's QFX converters successfully in the past with Quicken for Windows. A final thing to add is that ProperSoft's volume license for $99, which allows you to use every converter they sell, is far more cost effective than buying a license for each individual converter. I sort of wonder if it just as easy to make all manual entriesDepends on how many transactions you want to import. Personally, I'd rather drill a hole in my head than manually enter a single account statement into a PFM, but some people do it (or say they do it).

Regardless of which PFM you use, whether it's Quicken or MS Money or Moneydance or whatever, porting legacy data is a challenge you're going to face with all of them. They each have quirks as far as which formats they'll accept for what kinds of accounts, and FIs vary in how much back data they provide their customers, in what format, and even in the quality of their formatting. Having a Swiss army knife collection of file converters is very helpful at the least -- in fact, I'd say it's indispensable.

I am having the same problem, waiting on hold to connect with 'Chat' agent. My financial institution, Transamerica Retirement for my 403B account, doesn't seem to support direct connect, but does allow me to export the data from a search of transaction activity into a QFX file. However, I cannot see a way to import the file to my account in Quicken 2017 for Mac. If I use the import feature it says that Quicken doesn't recognize my FI (financial institution?). Is that feature only to import data files from previous Quicken versions?

Is there some other way to import the information into a particular account register in Quicken? I thought I had done this in the past with other versions. Actually, just finished the Chat session. Quicken says that the problem is my financial institution, Transamerica.