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Error when trying to import both qif and qfx

Leganit

am new to quicken application i have install desk top version latest one , am trying to import qif and qix am getting following error qix file

Quicken is unable to complete you request OL-221-A

OL-221-B

but for qif its getting by back info but not completing the importing job.

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Accepted answers

Chris_QPW

Click on the date header. That will sort the transactions by date. Clicking it again reverses the order.

All comments

YingDave

What are you importing from @Leganit ? What type of accounts are you trying to import them to cash, credit card, investment accounts. There are some limitations that may have an impact depending on what you are doing. Bit surprising you are trying to import QIF files if you are new to Quicken?

Leganit

am using cash account as we can not connect online to bank acccount ,but our bank online service provide service to download bank statment with both qif and qix format
my purpose of using quicken application to be able to know about expense currently and downloading the report and then manual tracking it.

Chris_QPW

Leganit said:

but for qif its getting by back info but not completing the importing job.

I'm not following what you said here. What kind of errors are you getting for the QIF import?

Also what is the financial institution?

Note that a QFX import error of OL-221-A is either because the financial institution isn't a "participating partner" or there is a syntax error in the QFX file. Generating a QFX file isn't sufficient, the financial institution has to also have an "agreement" with Intuit (Quicken Inc pays Intuit for the service).

Leganit

am answering the first question by @YingDave am using cash account as my bank not list in the bank list , my bank location in saudi (Saudi british bank) and i acn download bank statment with different format.

am not sure about the agreement.

Chris_QPW

OK so not a US financial institution, and as such not on the list of participating financial institutions. So Quicken is certain to reject that QFX file with exactly the error message you got.

And I will take a wild guess at why your QIF file might not import. Quicken US/Canadian require the Date format to be in the US format like MM/DD/YYYY.

I suggest you look at using my program:
QuicknPerlWiz - Use ImportQIF to import transactions into Quicken

For the QIF file if it is the Date format you can used the "Non US Date" option on the Setup tab to fix it. If that doesn't do it and you can get the transactions in either Excel or CSV format you can use the program to convert them to QIF format for importing.
Note that importing of QIF files into Quicken Subscription puts the transactions into the register without any processing. That means:

Will not match existing transactions entered into the register.
Will not use renaming rules (use Map Payee option in ImportQIF)
Will not use memorized payees to assign categories (use Map Categories in ImportQIF)

Leganit

Thank bro let me test it and update you once done

Chris_QPW

P.S. Now that I think of it, you can also feed in the QFX to ImportQIF and have it convert it to QIF, which would be easier than using a Excel/CSV file (no column mapping needed) and it wouldn't have the date format problem because QFX/OFX files have the dates in a standardized format.

Leganit

am getting another issue now not all transaction appearing in correct format date.

Chris_QPW

Leganit said:

am getting another issue now not all transaction appearing in correct format date.

Are the dates right, but just not in the format that you would like to see?
If so, the date format shown in the register is controlled by the Windows short date format.

Leganit

Date are correct but the transaction list not display in sequence.

Chris_QPW

Click on the date header. That will sort the transactions by date. Clicking it again reverses the order.