SEE Finance can import QIF, OFX, QFX, and CSV files, but each option has its own strengths and weaknesses. QIF files are great for importing data from other software as they can include all relevant account and transaction information as well as category lists.

QIF File Format. This format does not have currency (import under any account), supports categories and tags. If you are comfortable with your computer, the QIF format should easier overall for Quicken for Windows. CSV Mint file format. This is specifically formatted CSV file that Quicken for macOS imports into a new account.

2025年3月11日 · QIF stands for Quicken Interchange Format, which is an older standard format, compared to OFX. A QIF file should be imported as easily as OFX and QFX. CSV stands for Comma-Separated Values and this file type stores tabular data in plain text. It is not a standardized format like OFX and QIF.

I suggest you import the QIF and QFX files into account registers in Quicken. Once the data is in a Quicken file, there are a variety of ways to export views of the data to a spreadsheet which can then be used to produce a CSV file.

2018年8月21日 · Unlike QBO, IIF, QBJ formats that are defined formats where data elements can be interpreted only one way, CSV format is a "free-form" format. You may have two date columns, columns not relevant to details that an accounting software can import. The date format could be different (DAY/MONTH VS MONTH/DAY).

I download .CSV files for several of my accounts and I use ImportQIF (https://www.quicknperlwiz.com/) (it is free) by QuicknPerlWiz to convert the .CSV to .QIF which is ready for import into Quicken. I've never experienced your "protected view" issue, but I can readily endorse ImportQIF as a great program to do the job.

2022年11月23日 · One of the best software options for converting CSV to QIF is CSV2QIF Converter. This tool is specifically designed to handle the conversion process efficiently and accurately. It allows users to map CSV columns to QIF fields, ensuring that the data is correctly formatted for import into financial software.

2024年3月15日 · 3 CSV file types will not import into Quicken unless you use a conversion tool CSV to QIF. 4 QIF files will import into Quicken, with certain limitations. They will get directly entered into the register (No preview pane to review) and duplicate transactions will get downloaded again.

2021年8月8日 · This article will show you how to upload transaction data from your bank into QIF format. If you have a Quicken, QuickBooks, or similar personal finance software program on your computer that generates transactions for you on Windows, Mac computers, or another device such as an iPhone or iPad.

2025年3月19日 · With Receipt Bot, you can easily convert bank statement data from CSV to OFX, QBO, or IIF formats to import it to different accounting software like QuickBooks Desktop, Peachtree, etc. You can convert up to 1,000 statement lines to OFX for free with Receipt Bot.