Convert CSV/Excel to QIF (CSV2QIF Windows)
Convert CSV to QIF with ProperSoft utility at https://www.propersoft.net/
00:00 - Use ProperSoft CSV2QIF to convert CSV or Excel transactions to QIF and import into Quicken for Windows and more.
00:12 - Open a CSV file and review transactions. Reassign columns to QIF fields if needed.
00:19 - Expenses must be negative and deposits must be positive. Adjust CSV Mapping if needed.
00:26 - Click Charges are positive if expenses are positive on the CSV file.
00:31 - Select the QIF target to match your Quicken version or your accounting software.
00:36 - Set the Account Name and the Account Type to create a QIF file for the right account, set the date format if applicable.
00:44 - Click the 'Convert' button to create a QIF file.
00:48 - In Quicken, backup your data file before importing.
00:52 - Click 'File' - 'Import' - 'QIF file' to import and select a Quicken account to import.
00:58 - Review transactions after import.