My CSV import will not work into Quicken Business & Personal

ColleenS
ColleenS Quicken Windows Other Member
edited October 2 in Registers & Transactions (Windows)

It seems like there are hundreds of different instructions for creating the CSV file for import.

Can someone tell me the exact column order?

Also, should they be text columns or general or number?

And for the "F1" - is the second digit a one, a capital i, a capital l? This is crazy.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What type of account are you trying to import into?

    What's happening when you try?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    F1? Are you referring to when people abbreviate Financial Institurion as “FI”?

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Here is a description:

    https://info.quicken.com/win/import-transactions-from-csv-file

    As for the types of fields, CSV files are purely text. In a program like Excel it was field types, but when saving to CSV it will be turned into text.

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

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