QIF Import to Multiple Accounts

QcknUser1991
QcknUser1991 Quicken Windows Subscription Member ✭✭
edited August 19 in Errors and Troubleshooting (Windows)

System: Windows 11
Quicken Version: R63.21

I need to load investment transactions from multiple brokerage accounts into multiple Quicken accounts.
The downloaded content is in CSV format that I can successfully convert to QIF for each account and then import each file individually.
Rather than import an individual QIF for each Quicken account, I would like to create one QIF file that has all of the transactions for all of the accounts and only import once.
Here is a sample QIF file with two Buy transactions (TEST STOCK) for each account (TEST1, TEST2) but the below content will not load unless I choose an account in the import dialogue box which then loads all of the below to the account selected in the dialogue box…..

!Type:Invst
NTEST1
D7/12'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
D7/13'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
NTEST2
D7/12'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
D7/13'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^

Is there a format command that will enable multiple accounts within one QIF import file? ~ and of course, if so what is the correct syntax?

I very much appreciate all insight and guidance.
Grateful Quicken user since 1991

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    !Account
    NAccount 1
    TBank
    ^
    !Type:Bank

    Transactions…

    !Account
    NAccount 2
    TBank
    ^
    !Type:Bank

    Note that you can see the syntax by just exporting a QIF file.

    You can also use my free program:

    https://www.quicknperlwiz.com/

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

    http://www.quicknperlwiz.com/

  • QcknUser1991
    QcknUser1991 Quicken Windows Subscription Member ✭✭

    @Chris _QPW
    Thank you!
    The additional !Account syntax works perfectly.
    Very much appreciated.

    I have an Excel macro that I have used for years to reformat various financial data files into QIF format, but this is the first time having to process a large volume of data for multiple investment accounts. Your ImportQIF program appears to be very robust; I look forward to learning how to best use it.

    Thank you again!
    Grateful Quicken user since 1991

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