Quicken Mac 2015 Download Converter

16-04-2021 by



This tutorial shows how to convert a transaction file to QIF format. We will use Bank2QIF utility. IMPORTANT: Bank2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Step by step instructions for Windows

Single-click upgrade from Quicken Windows to Quicken Mac: Convert from Quicken Windows to Quicken Mac in one click (excludes version from Mac App Store) Do it all right from your Mac (no Windows required) Easily import data from Quicken Mac 2015, Quicken Mac 2007, and Quicken Essentials with just one click. Download CSV2QFX for Mac to convert CSV to QFX and import into Quicken 2018, 2017, 2016, 2015.

Mac

Follow the steps below for the Windows version, followed by the Mac version.

Make sure you are using the latest version of Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file or STA).

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.

Select the QIF target to match your Quicken version or your accounting software.

Set the Account Name and the Account Type to create a QIF file for the right account.

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Click the 'Convert' button to create a QIF file.

Confirm the file name and location.

Import created QIF file into Quicken 2017

Now the QIF file is created, let's switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file.

For Quicken 2017 or earlier, it is important to select 'All Accounts'. For Quicken 2018 or later you have to select the actual account.

Then click the 'Import' button.

Then click the 'Done' button.

Now your data is imported. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.

They accepted and listed in Quicken.

Step by step instructions for macOS

Quicken Mac 2015 Download Converter Software

Make sure you are using the latest version of Bank2QIF. Download it from the Bank2QIF download page. Start Bank2QIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file or STA). IMPORTANT: Bank2QIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are assigned correctly.

Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken 2007 for Mac, Quicken UK, AccountEdge.

Set the Date format if applicable. Quicken expects date format as MM/DD'YYYY, regardless of your system settings, and other software may expect your system date format.

Make sure to set the Account Name and the Account Type to create a QIF file for the right account.

Click the 'Convert' button to create a QIF file.

Confirm the file name and location.

Import created QIF file into Banktivity

Now the QIF file is created, let's switch to Banktivity and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select 'File' - 'Import transactions'. Then click 'Import File', select created QIF file.

Mac

Select a Quicken account to import.

Then click the 'Continue' button.

Now your data is imported. Review transactions after import.

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