How do I import a QIF file into Quicken for Mac 2007 and have it synced to the correct CC account?
Options
Tim McBrayer
Member ✭✭
I was late with downloading CC info. My bank only allows you to download 3 months of data. They said I could download a CSV file for the period I needed and then find a program online that would convert the file to QIF. I did that and the conversion worked fine. So I open up Quicken and under the file menu it says Import: QIF. I selected that and found the file and imported it without any error messages. But where the heck does the data go. I cannot find it anywhere. It didn't ask me to associate the data with an CC or any other kind of account. Why would Quicken allow you to import a QIF file and then not help you figure out how to access it so you can reconcile the charges? Can anyone help me. Please!
0
Best Answer
-
I haven't used 2007 in a decade, so memory is all I have. But, here are two things that come to mind:
1) I would try creating a new blank Quicken file and import your QIF into that. See what you get and where the transactions go.
2) Being that 2007 is a a very old program with 1980s roots, there are some limitations from that era that come through. If nothing happens when you select your file for import, make sure the QIF you are trying to enter has a filename of 32 characters or less. (That was the max in the older Mac days.) Users have reported nothing happening when trying to import transaction files with longer filenames in certain circumstances.
You really do need to consider upgrading to the new version of Quicken for Mac.5
Answers
-
I need to pull in CC transactions from Wells Fargo from 2019 and you can't use the Download feature for data more than 3 months old. I was told I could download all of 2019 as a CSV file and then convert the file to a QIF because QM2007 would import a QIF file. So I did that and then went to the File:Import menu and selected QIF. I found my QIF file and imported it. But where the heck did the data go. I wasn't asked to assign the data to a particular account. I wasn't asked anything. I don't see that any new account has been added but maybe it has and I just can find it. Can anyone help me?0
-
I haven't used 2007 in a decade, so memory is all I have. But, here are two things that come to mind:
1) I would try creating a new blank Quicken file and import your QIF into that. See what you get and where the transactions go.
2) Being that 2007 is a a very old program with 1980s roots, there are some limitations from that era that come through. If nothing happens when you select your file for import, make sure the QIF you are trying to enter has a filename of 32 characters or less. (That was the max in the older Mac days.) Users have reported nothing happening when trying to import transaction files with longer filenames in certain circumstances.
You really do need to consider upgrading to the new version of Quicken for Mac.5 -
I was told by Quicken online chat support that the current version of Quicken will not read QIF files.0
-
it imports to the current open file. Only one window is topmost. I am still using it and import qif files every month for credit card transaction data and balancing. I use csvconverter online to convert .CSV to QIF files.Long time user, mac only, brand new to beta testing. NOOB. Allin on beta.0
This discussion has been closed.