Import fail. Newbie error?

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PSikes
PSikes Member ✭✭
edited August 2022 in Errors and Troubleshooting (Windows)
I imported my last three months transactions from my bank as a QIF. Worked perfectly, but all the descriptions were missing. So I tried again, importing a QFX. Again, successful, with descriptions! But now I had lots of duplicates. One with and without transaction description.
So, I deleted all the new transactions, and tried to import the QFX file again.
No import.
Did I screw this up by deleting the transactions?

Best Answer

  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
    Answer ✓
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    I would restore a backup from before the import. 
    Quicken Subscription HBRP - Windows 10

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
    Answer ✓
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    I would restore a backup from before the import. 
    Quicken Subscription HBRP - Windows 10
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    When importing a QFX, Quicken remembers transaction IDs. Then if those same transactions get imported a second time, Quicken ignores them as duplicates. (You originally had duplicates because you imported 2 different ways.)
    If you are just beginning, the simplest path will be to create a new Quicken file and import the QFX into that. The new file will have no memory of the transactions you imported into the first file.
    File > New Quicken File...

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • PSikes
    PSikes Member ✭✭
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    Thank you both for the quick response. I chose to first restore from my last backup. Then did the import operation again, from the QFX file. All good!
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