You will be able to review the transactions prior to posting them into your register. Import transactions into Checking account?' You can click 'Yes', and voila, the transactions will be in your bank, credit card, or investment account. It does not matter what is the destination account selected in the drop-down box labelled 'Quicken account to import into.' When you click 'Next' to perform the import, Quicken will show a dialog box saying, 'Transactions found for Checking account. The account type can be Bank, CCard, or Invst. Next, replace the word Bank with the type of destination account. Make sure to supply the exact name used by Quicken. You have to customize the above text in the two places that are highlighted. To add an account header, simply place the following lines at the top of your QIF file: The Quicken Interchange Format (QIF) files Specification describes it as follows: 'The account header !Account is used in two places, at the start of an account list and the start of a list of transactions to specify to which account they belong.' The account header is a special transaction that tells Quicken the destination account details for the subsequent transactions. To do this, open it in a word processor or text editor (like Notepad, Word, Wordperfect, etc.), and manually add an 'account header'. An easier and more reliable method may be the one below.Īnother way to import the QIF file is to specify the destination account in the file. Furthermore, by using an asset/liability account, you may lose the extended information required by brokerage/invesment account transactions. Importing via a temporary account takes a lot of clicks. This method has been tested in Quicken 2006. This method is described in further detail in this article: Moving transactions between Quicken 2006 data files. Once the transactions are there, you can select all the transactions and use the move transactions feature to move them to your bank account. Quicken will allow importing QIF files directly into those account types, although there will be no reconciliation step. One way to get around this limitation is to create a new cash, liability, or asset account. Disabled account types will not be listed. When you select the 'File -> Import -> QIF File' menu option in Quicken, a dialog will appear listing the acceptable destination accounts. However, QIF import is not completely disabled, and there are simple workarounds to import QIF transaction files directly into those account types. In Quicken 2005 and beyond, Intuit has disabled QIF data import on checking, savings, credit card, 401(k), and all other brokerage accounts.

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