Comments on: CyberNotes: Import QIF Files into Quicken 2008

By: brent

brent — Mon, 12 Oct 2009 16:02:01 +0000

I tried import of a Quicken 2002 exported QIF to Wesabe, didn’t work. Sent an email to them.

By: Anonymous

Anonymous — Fri, 09 Oct 2009 20:14:06 +0000

Do you really believe that Intuit-Quicken cares? It appers to me that they are primarily interested in getting you on-line so that they can collect server/service fees and resurect “corrupted files”..at a fee, of course.
I had a billminder go bad on me in Q-2007 and then agaon in q-2009 a couple of years later. They made the same suggestions both times…didn’t work either time. I’m trying to go back to 2006, which is the last working (reasonably well)version I have

By: john

john — Mon, 14 Sep 2009 16:09:36 +0000

I have Quicken 2009 Starter Edition and when I get to step 4, there is no “all accounts” to choose. The box is empty.
Any thoughts?

thanks,
john

By: Matt Lourie

Matt Lourie — Mon, 31 Aug 2009 06:30:43 +0000

Very helpful. I was thinking of switching to Microsoft Money, but that product has been discontinued. This work around of yours addresses one major issue I had with Quicken.

By: Ratti3

Ratti3 — Tue, 16 Jun 2009 14:28:06 +0000

Here is the updated version, a bit more robust with easier to change options. Tested with Quicken 2009:

‘Path to you QIF file
strFileName = “C:\somepath\file.qif”

‘Old text to find and replace
strOldText = “!Type:Bank”

‘Amend depending on your QIF file
strLine1 = “!Option:AutoSwitch”
strLine2 = “!Account”
strLine3 = “NBarclays”
strLine4 = “TChecking”
strLine5 = “^”
strLine6 = “!Type:Checking”

‘Set to Yes to open QIF file after conversion or No
strOpenFile = “Yes”

‘No more configuration options here

Set objFSO = CreateObject(”Scripting.FileSystemObject”)
Set objFile = objFSO.OpenTextFile(strFileName, 1)

strQIF = strLine1 & VbCrLf & strLine2 & VbCrLf & strLine3 & VbCrLf _
& strLine4 & VbCrLf & strLine5 & VbCrLf & strLine6
strNewText = strQIF

strText = objFile.ReadAll

objFile.Close

strFound=InStr(1,strText,strOldText,0)

If strFound = “1″ Then

strNewText = Replace(strText, strOldText, strNewText)

Set objFile = objFSO.OpenTextFile(strFileName, 2)
objFile.WriteLine strNewText
objFile.Close

MsgBox strFileName & VbCrLf & VbCrLf & “Was successfully updated with the following:” & _
VbCrLf & VbCrLf & strQIF,64,”Yeeeeehaaaaa!”

If strOpenFile = “Yes” Then
Set WshShell = CreateObject(”WScript.Shell”)
WshShell.Run “”"%Windir%\notepad.exe”"” & strFileName, 1
Set WshShell = Nothing
End If

Else

MsgBox strOldText & VbCrLf & VbCrLf & “Was not found in:” & _
VbCrLf & VbCrLf & strFileName,16,”Oh Noes!”

End If

By: Ratti3

Ratti3 — Sun, 17 May 2009 18:22:50 +0000

If this helps anyone you can use this VBS script to quiclky modify the QIF file everytime you export using EXCEL to QIF addon.

‘Change to path of QIF file to convert
strFileName = “C:\Path to QIF File\file.qif”
‘Change to your account name
strAccount = “NBarclays”
‘Change to whatever currently appears in the top of the QIF file
strOldText = “!Bank”

Set objFSO = CreateObject(”Scripting.FileSystemObject”)
Set objFile = objFSO.OpenTextFile(strFileName, 1)

strQIF = “!Option:AutoSwitch” & VbCrLf & “!Account” & VbCrLf & strAccount & VbCrLf _
& “TChecking” & VbCrLf & “^” & VbCrLf & “!Type:Checking”
strNewText = strQIF

strText = objFile.ReadAll

objFile.Close
strNewText = Replace(strText, strOldText, strNewText)

Set objFile = objFSO.OpenTextFile(strFileName, 2)
objFile.WriteLine strNewText
objFile.Close

msgbox strFileName & VbCrLf & VbCrLf & “Was successfully updated with the following:” & _
VbCrLf & VbCrLf & strQIF

By: Anonymous

Anonymous — Sun, 19 Apr 2009 01:38:41 +0000

This is very interesting information. After using quicken for 5 years I switched to Microsoft Money 2 years ago because of the QIF import issue, I would go back to quicken in a heart beat if my bank & quicken could solve this problem. I was angry then & I’m still irritated over Intuits’ policies on this.

By: Rob

Rob — Sun, 05 Apr 2009 20:12:00 +0000

Great work-around that has convinced me to upgrade from 2004 to 2009 (Quicken user since 1992). I just downloaded xl2qif and it doesn’t seem to handle splits. Also, it appears from the xl2qif input panel that only one tier of sub-category can be processed. Another conversion product (from Big Red Consulting) appears to handle both of the aforementioned issues quite well, but costs $49 (too much, in my opinion, especially since Quicken Premiere 2009 currently sells for $60). Does anybody know of a less expensive product that works as well as the BRC add-on? Thanks…

By: Scott

Scott — Mon, 23 Mar 2009 02:42:37 +0000

Thank you so much for your tip. I had this issue with several banking centers that only offered the QIf format. This also worked well for importing PAYPAL data. Hopefully Quicken/Intuit and the banks will get their act together and make everything work easier.

Hey Intuit – don’t discontinue something before the new format has been widely adopted – it might ‘force’ the banks to change, but it also leaves your customers ‘forced’ to waste time looking for solutions and possibly other software.

By: Gábor

Gábor — Fri, 27 Feb 2009 06:30:34 +0000

gid – I have the same version.
You may not have read the article carefully. It describes a workaround for that very problem. With it you can import into those accounts.
If you look at the screenshot at step 4 that is exactly what the dialog displays under the question “Don’t see your account?”

Good luck.