Import QFX into a Discontinued Quicken

If your Quicken is after sunset or discontinued (for example, Quicken 2017 or earlier), you can still import transactions as QIF files. Convert QFX to QIF and import. Save your time on bookkeeping.

We will use, as a file example, Quicken 2013, as of May 2016. This Quicken is already more than 3 years old. And as of April 2016, it's stopped importing Web Connect files.

Just to verify, let's try to import the Web Connect file. Click 'File' - 'File Import' - 'Web Connect File' and open a QFX file.

And we get an error message, that Quicken cannot import this QFX file.

Another option for Quicken is to import QIF files. Quicken says, that it cannot import QIF files for certain account types. It can only import the QIF files for the Cash account. But with certain techniques, we can import a QIF file, correctly prepared into account, we want to use. In our case, it's will be a Checking Account.

So, what we need to do? We need to use the ProperConvert app. You can download it for PC or Mac and install it on your computer. What we need from Quicken for the successful conversion - is the Account Name you want to import into. The trick is that the QIF file must have the Account Name from Quicken, so Quicken can figure out to which Account import that QIF file.

Go to 'Tools' - 'Account List'. Edit an account and copy the account name.

Now, start the ProperConvert and open a QFX file. Review Transactions.

It's important when we copy the Account Name to the clipboard and once you load the QFX file - click to 'Account Mapping' Tab, you'll see that Source Account is 'CHECKING: Bank'. Paste that Name, in this example, 'Royal Bank Checking'. So the utility will use this name for the QIF file.

Make sure to select the QIF Target, as Quicken 2017 or earlier.

Click the 'Convert' and save a QIF file (the file name is offering the same as the name of the QFX Web Connect file).

Then click 'Save' and 'Yes'.

Go back to Quicken and click 'File' - 'File Import' - 'QIF File'. Browse for that file and click 'OK'.

Select 'All Accounts'. It's mean that Quicken will read your QIF File and when it finds the Account Name on that QIF file, it will locate the Account and import transactions there. You can ignore the message "Don't see your account?"('QIF import is not available for checking, savings, credit cards,401(K) and all other brokerage'). Click the 'Import' button.

QIF file is successfully imported. Let's check imported transactions.

They are under the 'Royal Bank Chequing Account'. You can review them, delete some of them, or you can just click 'Accept All'.

We see all transactions are imported into Quicken 2013 into a Checking Account using a correctly prepared QIF file.

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