Importing Transactions from Questrade

Options
MyronD
MyronD Member ✭✭
edited April 2021 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 ✭✭✭✭✭
    Answer ✓
    Options
    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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited April 2021 Answer ✓
    Options
    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.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited April 2021 Answer ✓
    Options
    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.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
    edited April 2021
    Options
    MyronD said:  I have to download my transactions to an Excel file.
    What exact file format does this Questrade actually download - CSV or XLS ?
  • MyronD
    MyronD Member ✭✭
    Options
    Questrade downloads in XLS format.