How do I import data from an Excel or CSV file (PC)?

sbourbeau
sbourbeau Member ✭
in New to Quicken/Getting Started (Windows)
How do I import data from an Excel or CSV file (PC)?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    You can't. 
    The only data that can be imported from Excel/CSV is securities prices.
    BUT if you do a web search, you should be able to find a CSV to QIF converter ... that MIGHT work, depending upon the type of account and your BUILD of Quicken.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited June 2020
    What type of data are you attempting to import?

    Quicken can import security prices from a properly formatted CSV file.

    If you want to import account transactions, you'll need to convert the data into another format.  I suggest you consider using ImportQIF: http://www.quicknperlwiz.com
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