Importing Transactions from Questrade

MyronD
MyronD Member ✭✭
edited April 25 in Investing (Windows)
Hello all,
I have the Quicken Home, Business & Rental Version of Quicken ver.R32.12 Build 27.1.32.12.
I am trying Questrade, my Canadian broker does now not have a direct connect to Quicken. I have to download my transactions to an Excel file. Can Quicken import this Excel file and update my transactions without having to manually input the data?

Thanks

Best Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    Is Excel the only file format that Questrade can export?  Any others?
    And, if you do a Google search, you'll find multiple products that can convert a CSV style file into something that Q can import.
    You can start that search here: http://www.quicknperlwiz.com/

    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited April 25 Accepted Answer
    Sorry, but Excel files cannot be imported into Quicken.  However, you might want to try using ImportQIF.  ImportQIF is freeware that was developed by one of the more prolific Community members and a long-time user of Quicken.  It can be downloaded from http://www.quicknperlwiz.com/.  The site says that ImportQIF has limited support for converting Excel files to an importable version of QIF which can then be imported into Quicken.  I have not used this program myself but others in this Community have and said it works pretty well.

    (QW Premier Subscription: R33.24 on Windows 10)

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    Is Excel the only file format that Questrade can export?  Any others?
    And, if you do a Google search, you'll find multiple products that can convert a CSV style file into something that Q can import.
    You can start that search here: http://www.quicknperlwiz.com/

    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited April 25 Accepted Answer
    Sorry, but Excel files cannot be imported into Quicken.  However, you might want to try using ImportQIF.  ImportQIF is freeware that was developed by one of the more prolific Community members and a long-time user of Quicken.  It can be downloaded from http://www.quicknperlwiz.com/.  The site says that ImportQIF has limited support for converting Excel files to an importable version of QIF which can then be imported into Quicken.  I have not used this program myself but others in this Community have and said it works pretty well.

    (QW Premier Subscription: R33.24 on Windows 10)
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited April 25
    MyronD said:  I have to download my transactions to an Excel file.
    What exact file format does this Questrade actually download - CSV or XLS ?
    Quicken Subscription - Windows 10
  • MyronD
    MyronD Member ✭✭
    Questrade downloads in XLS format.
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