We have to disconnect from online services first. Before importing the QFX file 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. And for the UK edition, GBP currency must be set.Ĭlick the 'Convert' button to create a QFX file. For the Canadian edition, you can use USD and CAD. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.Ĭurrency should be USD even for non-USD accounts for Quicken US edition. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. For multiple accounts, use a different Account ID for each account.įor Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. Set the Account ID (number) and the Account Type to create QFX for the right account. Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, YNAB. Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.
Start and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file or STA). Make sure you are using the latest version of. Step by step instructions for Windowsįollow the steps below for the Windows version, followed by the Mac version.
#Quicken for mac 2018 tutorial how to
This tutorial shows how to convert a transaction file to QFX format. Step by Step Tutorial for Bank2QFX Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF, MT940, STA to QFX and import into Quicken 2020, 2019, 2018, 2017, (Win/Mac)
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