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Rickerby3
Level 1
posted
‎February 02, 2019 10:54 AM
last updated ‎February 02, 2019 2:54 AM

Importing qif files or method to convert to other files

 
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Best answer January 28, 2021
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MarsStephanieL
QuickBooks Team
QuickBooks Team
‎January 28, 2021 11:32 PM

Importing qif files or method to convert to other files

Glad to see  you here, @BrianPaul.

 

I'd be happy to help you with what to do after exporting the bank transactions from your bank into an Excel file.

 

Since QuickBooks accept .CSV (Comma-separated values) for bank transactions, you may convert your excel file. Before that, you may consider checking this format:

 

 

Once done applying the format in the Excel spreadsheet, select the File menu. I'll show you the steps below:

 

  1. Click Save As. 
  2. Choose the file location where it's easy to find it such as Downloads or Desktop.
  3. Ensure that the file extension is .csv  by choosing the File type to .CSV (Comma-separated values.)
  4. Close the spreadsheet. This is how it looks like:

 

That's it! You can now import your bank transactions to QuickBooks Online. To know more about the process, check out this article: Import bank transactions from .CSV to QuickBooks.

 

I've added this article for your future task when you're ready to track your bank transactions: Categorise and match online bank transactions in QuickBooks Online. This contains steps on how you can link your QuickBooks transactions to your bank, then proceed to the reconciliation process.

 

You're always welcome to tag my name in the comment section if you need further assistance. It would be my pleasure to guide you. Wishing you more profits in your business!

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14 REPLIES 14
Rickerby3
Level 1
‎February 02, 2019 01:53 PM

Importing qif files or method to convert to other files

I am trying to download my bank statements from my bank and the format is either qif files or a file not accepted by qbo. Any idea how to convert qif files to a format qbo will accept. 

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Kristine Mae
Moderator
Moderator
‎February 02, 2019 05:52 PM

Importing qif files or method to convert to other files

Hey there, Rickerby3.

 

You can try to save the .qif file, rename it to .qbo, and import. If you're not able to do it, you can find converters on the web.

 

Once done converting, here's how to import the file:

  1. Click Banking, then choose Banking.
  2. Click Upload transactions manually or click the Update drop-down arrow, then choose File upload.
  3. Click Browse, then choose the file.
  4. Click Next, choose the bank account, then click Next.
  5. Map the accounts.
  6. Click Let's go! or Finish. 

You can also import bank transactions using CSV file.

 

Let us know if you need more help. We'll check your post from time to time.  

 

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VinceJ
Level 1
‎July 25, 2019 01:29 PM

Importing qif files or method to convert to other files

This hasn't worked for me. Santander only allow txt, qif, or xls or PDF downloads. Can you tell me which converters on the web QB recommend for a Mac.. I don't want to buy software that is still incompatible with Intuit
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GeorgiaC
QuickBooks Team
QuickBooks Team
‎July 25, 2019 01:43 PM

Importing qif files or method to convert to other files

Hey VinceJ,

 

 

We don't have a specific converter that we can recommend, if you use a search engine to look for free online file converters a number of options will come up :)  Thanks.

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VinceJ
Level 1
‎July 25, 2019 01:56 PM

Importing qif files or method to convert to other files

Hmmm. As helpful as that is I don't want to upload my sensitive company data to a third party's website. All the software downloads require a payment. As QB is currently experiencing problems with auto-imports from Santander this is a real problem.
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GeorgiaC
QuickBooks Team
QuickBooks Team
‎July 25, 2019 02:02 PM

Importing qif files or method to convert to other files

Hey VinceJ,

 

 

That's understandable - are you able to open the downloaded file from Santander and copy all data into an Excel file? 

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alcompco
Level 3
‎July 01, 2020 06:08 PM

Importing qif files or method to convert to other files

This is an absolutely incorrect and nonsense advice. With all due respect, you need to go and get your knowledge checked out, so you would not waste people's time.

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BrianPaul
Level 1
‎January 28, 2021 10:05 PM

Importing qif files or method to convert to other files

The file can be downloaded as an Excel file.  What do we do with it once we have it in Excel?  Thank you!

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MarsStephanieL
QuickBooks Team
QuickBooks Team
‎January 28, 2021 11:32 PM

Importing qif files or method to convert to other files

Glad to see  you here, @BrianPaul.

 

I'd be happy to help you with what to do after exporting the bank transactions from your bank into an Excel file.

 

Since QuickBooks accept .CSV (Comma-separated values) for bank transactions, you may convert your excel file. Before that, you may consider checking this format:

 

 

Once done applying the format in the Excel spreadsheet, select the File menu. I'll show you the steps below:

 

  1. Click Save As. 
  2. Choose the file location where it's easy to find it such as Downloads or Desktop.
  3. Ensure that the file extension is .csv  by choosing the File type to .CSV (Comma-separated values.)
  4. Close the spreadsheet. This is how it looks like:

 

That's it! You can now import your bank transactions to QuickBooks Online. To know more about the process, check out this article: Import bank transactions from .CSV to QuickBooks.

 

I've added this article for your future task when you're ready to track your bank transactions: Categorise and match online bank transactions in QuickBooks Online. This contains steps on how you can link your QuickBooks transactions to your bank, then proceed to the reconciliation process.

 

You're always welcome to tag my name in the comment section if you need further assistance. It would be my pleasure to guide you. Wishing you more profits in your business!

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666uk
Level 1
‎September 22, 2022 03:47 PM

Importing qif files or method to convert to other files

There are no free ones. the software costs in the region of £60. QB should have this resolved by now as it is clearly as issue. xero, tradify and sage all allow QIF files as most banks support this file type. is this something that will be added soon? as i am missing part of my transactions and the only way around it seems to be to move company

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Fiat Lux - ASIA
Level 15
‎September 22, 2022 04:26 PM

Importing qif files or method to convert to other files

@666uk wrote:

There are no free ones. the software costs in the region of £60

 

Another paid app to explore and the price < GBP 60

https://www.moneythumb.com/?ref=110

 

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alcompco
Level 3
‎September 22, 2022 06:48 PM

Importing qif files or method to convert to other files

Hello:

I am not sure which version of QuickBooks you have. If you have the Enterprise or the Accountant Versions, you could download the missing transactions from your bank in CSV format and import them into your QB file.

We do offer services as such to our clients in the United States. We can do the same for you as well.

The best of luck to you.

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tscpa
Level 1
‎March 23, 2023 03:52 PM

Importing qif files or method to convert to other files

Good morning.  I appreciated the article and I was looking forward to getting the details on how to import the .csv file and clicked on the link for " Import bank transactions from .CSV to QuickBooks.   When I click the link I receive a message not found error. 

It would be great to have the link fixed in your help article.

 

TS

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Ashleigh1
QuickBooks Team
QuickBooks Team
‎March 23, 2023 04:52 PM

Importing qif files or method to convert to other files

Hello Tscpa, thanks for posting on this thread, if you are wanting to know how to import bank transactions from a csv file you can have a look at this article it has all the steps and a video of what you need to do.

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