How to import an investment account on a quicken account file
How to import an investment account on a quicken account file?.
We ́ve tried with .QXF and .QIF ext but we have an error that saids "Not valid for investment account"
Can you tell me the best way to do this?
Have a nice day.
Best Regards
Comments
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In case of transaction download errors
Please provide more
details.What error codes,
error messages, symptoms do you get?
What bank(s) are you having issues with?
What account types (checking, savings, etc.) are you having issues
with?
Does this problem occur when you run One Step Update from your desktop or when
you attempt to use the Quicken Mobile App?
What have you tried so far to resolve the issue?
What version of Windows or Mac OS are you using?
Also need to know what version and release of Quicken you are using. You must
be on the latest release (patch) level for your supported Quicken version. If
you're missing patches, update your software first.
Click Help / About Quicken (Mac: Quicken / About Quicken) to determine
year/version and release.Quicken for Windows
users: If you feel like beginning to troubleshoot this yourself, please read
and follow instructions here:
https://getsatisfaction.com/quickencommunity/topics/actions-windows-desktop-users-can-take-to-remedy-connection-errors-and-password-change-issues0 -
Hi.UKR said:In case of transaction download errors
Please provide more
details.What error codes,
error messages, symptoms do you get?
What bank(s) are you having issues with?
What account types (checking, savings, etc.) are you having issues
with?
Does this problem occur when you run One Step Update from your desktop or when
you attempt to use the Quicken Mobile App?
What have you tried so far to resolve the issue?
What version of Windows or Mac OS are you using?
Also need to know what version and release of Quicken you are using. You must
be on the latest release (patch) level for your supported Quicken version. If
you're missing patches, update your software first.
Click Help / About Quicken (Mac: Quicken / About Quicken) to determine
year/version and release.Quicken for Windows
users: If you feel like beginning to troubleshoot this yourself, please read
and follow instructions here:
https://getsatisfaction.com/quickencommunity/topics/actions-windows-desktop-users-can-take-to-remedy-connection-errors-and-password-change-issues
I had a call with Quicken assistance but without lucky ,they told us that its impossible because my problem its from Mexico City and we can import only accounts from USA or Canada. We put on settings : No Bank and the way that we use Quicken is to registering manually transactions.
Was a terrible notice, because I need to import a lot of information since 2012.
=(0 -
From C. D. Bales:UKR said:In case of transaction download errors
Please provide more
details.What error codes,
error messages, symptoms do you get?
What bank(s) are you having issues with?
What account types (checking, savings, etc.) are you having issues
with?
Does this problem occur when you run One Step Update from your desktop or when
you attempt to use the Quicken Mobile App?
What have you tried so far to resolve the issue?
What version of Windows or Mac OS are you using?
Also need to know what version and release of Quicken you are using. You must
be on the latest release (patch) level for your supported Quicken version. If
you're missing patches, update your software first.
Click Help / About Quicken (Mac: Quicken / About Quicken) to determine
year/version and release.Quicken for Windows
users: If you feel like beginning to troubleshoot this yourself, please read
and follow instructions here:
https://getsatisfaction.com/quickencommunity/topics/actions-windows-desktop-users-can-take-to-remedy-connection-errors-and-password-change-issues
You can import QIF files no matter what country they are from.
https://getsatisfaction.com/quickenco...Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0