Convert CSV/Excel to QFX and import into Quicken (CSV2QFX Windows)
Access ProperSoft at https://www.propersoft.net/
00:00 - Use ProperSoft CSV2QFX to convert CSV/Excel files to QFX (Web Connect) and import into Quicken (Windows or Mac).
00:09 - Open a CSV file and review transactions. Reassign columns to QFX fields if needed.
00:17 - Select the QFX target to match your Quicken version or your accounting software.
00:22 - For Quicken, set INTU.BID to match your bank or keep the default value.
00:27 - Set the Account ID and the Account Type to create QFX for the right account.
00:33 - Click the 'Convert' button to create a QFX file.
00:37 - In Quicken, backup your data file before importing.
00:41 - Click 'File' - 'Import' - 'Web Connect' to import into a new account or existing account (disconnect the account before importing).
00:50 - Review transactions after import.