How to import a QXF file into Quicken 2017 Windows Starter Edition

Unknown

I am trying to import a QXF file into quicken 2017 Windows Starter Edition.  The online Intuit maintained user documentation says I just have to go to File -> Import Files and navigate to the file in question.  But when I try that all I can do is import a QFX file (which is not the same as a QXF file), a QIF file, or an online backup.  

I just bought this version of quicken and I haven't created any accounts for it yet.
Am I doing something wrong? Are there some steps I have to take before I can import the QXF file?   

If this version of Quicken doesn't support importing QXF files, am I out of luck?  Am I going to lose over 20 years of banking history?     

splasher

Where did the .QXF file come from?

A newer version of Quicken for Windows should migrate/convert a data file from a prior version of QW without using a .QXF file by just opening the old data file.

I believe your real issue is that Starter Edition will ONLY work with a data file from a prior Quicken Starter Edition file.  You need Deluxe or higher to use your prior data.

thecreator

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

splasher

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

@thecreator I'm well aware of the proper use of a .QXF file for transferring data between Quicken versions.

A transfer of information using a .QXF file ONLY works correctly from Quicken for Windows to Quicken for Mac.  The import into QW makes a mess of categories and can not handle investment accounts.

The OP explicitly stated that they were using Quicken 2017 for Windows, so instructions on the use of a .QXF file are useless.

Unknown

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

I wish I had seen this second comment before I bought Quicken Deluxe 2017 for Windows.  Sigh.

I upgraded to Quicken Deluxe 2017 for Windows and I was able to go through the motions for importing the QXF file.  I didn't mind that the investment accounts were lost--I wasn't really using that data.  But all the categories are wrong and many many transactions are not there.   Luckily I still have the originating instance of Quicken (Quicken 2016 for Mac), so I really didn't lose anything.  Besides perhaps yet another $35.  

So it seems to me that using the QXF file is no good.  
Is the CSV export a reliable method for exporting the data?  

Are there any other options?  

splasher

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

Quicken Return Policy


QW can not import a CSV file, it can import a .QIF file, but I don't know if QM2016 can export a .QIF file.

See these two threads:
Edit QIF -manually

Edit QIF - with ImportQIF

Unknown

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

Bob Johnson Here is what you need:
http://www.quicknperlwiz.com/importqem.html

And filling in the background.

• As proved, and noted the QXF import into Quicken Windows is hopelessly broken, and only "supported" in the Deluxe version and above.
• Quicken Mac can't export QIF files.
• ImportQEM was written by me for QEM, but it still works for Quicken 2015 through 2017 Mac.  The procedures were mostly written by SuperUser JohnFromNC.  The ideal being you export your data from a report in CSV format, and ImportQEM converts it to QIF format, and imports it into Quicken Windows.
• This procedure will work with Starter version.
  
• QEM/Quicken Mac's "screwy" way of handling transfers might cause you some problems.  Quicken Mac allows the person to say that a transaction is a transfer without given the "other" account.  ImportQEM will flag these cases.
• Investment accounts are not supported.  Make sure you don't export those in the CSV data.
• You can get a refund for the Deluxe version upgrade that you bought.  And for the Starter version for that matter.  There is a 60 day refund period, for any reason.
  

hdivito

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

I am trying to migrate from QM2017 to Premier 2017 and the QXF is not even read! I only get a short message window saying "import failed".  So I think the problem is not the class of Quicken (starter or deluxe or Premier).  

Unknown

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Bob Johnson ,

See this Article for New Posters: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

See this Comparison Chart for Quicken Products: https://www.quicken.com/compare

NOTE: Quicken Starter Edition does not download data from higher versions of Quicken (Deluxe and above)

If coming from Quick Books, then you need Quicken 2017 Deluxe Version or Higher, not the Starter Version.

Right now Quicken.com is having a Sale for Deluxe and above at a 40% Savings.

And Amazon.com is lower: https://www.amazon.com/s/ref=nb_sb_noss_1?url=search-alias%3Daps&field-keywords=quicken+premier+...

@ splasher, ,  https://www.quicken.com/support/importing-and-exporting-qxf-files-windows

QXF (Quicken Transfer Format) is a new file format used to share data
between Intuit products. It is the preferred way to move and merge
account data between versions of Quicken.

Harold Di Vito please read my post above.  Note that the Starter version doesn't even have the "Import QXF" menu item.  Not that it matters, because it doesn't work even when it is provided in the Deluxe and above versions.

Unknown

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

thecreator

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

Hi @ larry ,

See this Article and reply back with additional information: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

Ex:

Quicken 2018 Rental Property Manager R3
Windows 10 Pro 64-Bit Build 14905.1000

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

Trying to convert a Quicken Mac file to use in Quicken Windows is a chore and usually doesn't work.  You might have better success searching on this forum for Quicken Mac convert to Quicken Windows and see the responses there.

And, yes there is a difference between .qfx and .qxf...and no, Quicken does not have the letters switched.  

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

When I talk to the online help person they expressed that the 2017 windows version should look for the QXF file. But instead it's looking for the QFX file.

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

When I edit the file extension and attempt an import it generates an error.

thecreator

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

Hi @ larry ,
Which Quicken Flavor are you trying to import into?

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

larry what are you trying to do?

If you are going to a financial institution's website and downloading transactions you be getting a .QFX file.

If you are trying to convert a Quicken Mac data file to a Window data file, that is a .QXF file.  But the this process has been broken for several years.

At no time should you be changing the file type.
Quicken Windows menus make this pretty clear, which to menu item to select:

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

P.S. Note that the Windows Starter edition doesn't have the .QXF import function at all.  Only the Deluxe edition and above have it.  But as noted it doesn't matter, because it has been broken for years.

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

It's broken? So no matter what edition I get I'll still get the same results? I was thinking of loading an older version then importing the file then upgrading to the new version?

Unknown

I'm trying to import a QXF file from a mac 2015 version to a windows 2017 version.

Unknown

Won't matter what version of Quicken Windows you use.

You won't be able to convert a Quicken Mac .qxf file into ANY Quicken Windows product.

You can convert Quicken Windows file to Quicken Mac...but not the other way around.

And that includes OLDER versions of Quicken Windows.  It just doesn't work. 

thecreator

larry said:

I'm trying to import a QXF file from a mac 2015 version to a windows 2017 version.

Hi @ larry ,
Please post a screenshot of About Quicken.
It is found by clicking Help then About Quicken.

Unknown

How about the qxf2qif converter from moneythumb?


https://www.moneythumb.com/shop/qxf2q...

thecreator

larry said:

How about the qxf2qif converter from moneythumb?


https://www.moneythumb.com/shop/qxf2q...

Hi @ larry ,

Contact Quicken Support: https://www.quicken.com/support#contact-support

Unknown

larry said:

How about the qxf2qif converter from moneythumb?


https://www.moneythumb.com/shop/qxf2q...

The live chat person was no help so I'll wait till Monday to call.

Unknown

larry said:

How about the qxf2qif converter from moneythumb?


https://www.moneythumb.com/shop/qxf2q...

@larry " qxf2qif converter" very interesting!  The QXF format is suppose to be "proprietary", as in only Quicken Inc know what the format is.  But it seems that moneythumb has reverse engineered it and has figured out.

It would be interesting to see how good it works, and if it supports investment accounts.

If you do try it, it would be great if you report back on how good it works.

Note that for non investment accounts, you can use the procedure I outlined above for free.  But a QXF to QIF would be the most direct approach.

Not only could this be used to go from Quicken Mac to Quicken Windows, it could be used to go to other personal finance programs.

Unknown

After speaking with Quicken support (650-250-1900) I find out the only way, short of getting that other program, was to upgrade to the deluxe version of the windows 2017.  It does allow for a QXF file import.  In the process I encountered over 17,000 errors in the import.  Only a handful, (literally) 5, of my 2016 transactions came through and a bunch of other transactions in other accounts are missing.  None of my reoccurring transactions came through and I still have not figured out with this new windows version how to do reoccurring transactions.  Now I get to figure out if my financial institution will let me export or download a years worth of statements.  I kinda overestimated quicken's capabilities to be seamlessly integrate-able. A company with it's reputation this is extremely dissapointing.

Unknown

larry said:

the import feature on the new 2017 windows version is asking for a QFX file but the exported file from the 2015 mac is a QXF file.  They got the letters switched!!!  PLEASE SWITCH THEM BACK!!!!

Yes, the QXF import in Quicken Windows has been messed up for years.

Unknown

larry said:

After speaking with Quicken support (650-250-1900) I find out the only way, short of getting that other program, was to upgrade to the deluxe version of the windows 2017.  It does allow for a QXF file import.  In the process I encountered over 17,000 errors in the import.  Only a handful, (literally) 5, of my 2016 transactions came through and a bunch of other transactions in other accounts are missing.  None of my reoccurring transactions came through and I still have not figured out with this new windows version how to do reoccurring transactions.  Now I get to figure out if my financial institution will let me export or download a years worth of statements.  I kinda overestimated quicken's capabilities to be seamlessly integrate-able. A company with it's reputation this is extremely dissapointing.

@larry, well I will say that is what "we" expected, the QXF import is broken Quicken Windows.  But note that the QXF format doesn't allow for transferring your reminders, those, other things like saved reports and such have to be recreated.

To create reminders use Tools -> Manage Bills and Income Reminders.  Or better yet just Ctrl+J.

So I guess you decided not to try QXF2QIF from moneythumb?

Unknown

larry said:

After speaking with Quicken support (650-250-1900) I find out the only way, short of getting that other program, was to upgrade to the deluxe version of the windows 2017.  It does allow for a QXF file import.  In the process I encountered over 17,000 errors in the import.  Only a handful, (literally) 5, of my 2016 transactions came through and a bunch of other transactions in other accounts are missing.  None of my reoccurring transactions came through and I still have not figured out with this new windows version how to do reoccurring transactions.  Now I get to figure out if my financial institution will let me export or download a years worth of statements.  I kinda overestimated quicken's capabilities to be seamlessly integrate-able. A company with it's reputation this is extremely dissapointing.

I thought I'd give Quicken the first shot at doing it right.  I may still try that other program from moneythumb.  Now I have to recreate the reoccurring transactions as bills without setting up electronic bills.  I'm still not satisfied.

Unknown

larry said:

After speaking with Quicken support (650-250-1900) I find out the only way, short of getting that other program, was to upgrade to the deluxe version of the windows 2017.  It does allow for a QXF file import.  In the process I encountered over 17,000 errors in the import.  Only a handful, (literally) 5, of my 2016 transactions came through and a bunch of other transactions in other accounts are missing.  None of my reoccurring transactions came through and I still have not figured out with this new windows version how to do reoccurring transactions.  Now I get to figure out if my financial institution will let me export or download a years worth of statements.  I kinda overestimated quicken's capabilities to be seamlessly integrate-able. A company with it's reputation this is extremely dissapointing.

Now I have to recreate the reoccurring transactions as bills without setting up electronic bills.

If you had bill pay in the Mac you should be able to setup the same in Windows.
Quicken Windows has bill pay through your financial institution, and through Quicken bill pay.  For Bill Pay through your financial institution they have to support both Direct Connect and the Bill Pay through Quicken (the same requirements as Quicken Mac).

If it isn't enabled you can select the action menu in the register (gear icon), Edit Account Details -> Online Services, and enable it there.  You can manage this in Tools -> Online Center, and you can also select to use it in setting up reminders, even directly entering them in the account.  Note I haven't used bill pay through Quicken in many years, so if you are having problems with the details, you should post another question (NEW POST at top of the page) asking for help on it.

Note this is different from Bills -> Online Bills, which is about bill presentment.
The idea for bill presentment is just going and getting the bill's date and amount and tying that into a reminder.

Unknown

larry said:

After speaking with Quicken support (650-250-1900) I find out the only way, short of getting that other program, was to upgrade to the deluxe version of the windows 2017.  It does allow for a QXF file import.  In the process I encountered over 17,000 errors in the import.  Only a handful, (literally) 5, of my 2016 transactions came through and a bunch of other transactions in other accounts are missing.  None of my reoccurring transactions came through and I still have not figured out with this new windows version how to do reoccurring transactions.  Now I get to figure out if my financial institution will let me export or download a years worth of statements.  I kinda overestimated quicken's capabilities to be seamlessly integrate-able. A company with it's reputation this is extremely dissapointing.

No, I just had them set up as reoccurring transactions. I was doing all my bill payments through USAA. That capability to do reoccurring transactions isn't on the 2017 windows version.