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How to import an investment account on a quicken account file

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
Hello.

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

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    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

  • Unknown
    Unknown Member
    edited June 2018
    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

    Hi.

    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.

    =(
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited June 2018
    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

    From C. D. Bales:


    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 list
This discussion has been closed.