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QIF Import Users Resource Center
Welcome to the QIF Data Import Resource Center. This site will provide comprehensive information about important changes to QIF Data Import in Quicken 2005 and 2006 for Windows. Quicken customers who download transactions from Financial Institution Web sites via the QIF file format will find all the information they need to understand the changes taking place.

What is happening to QIF Data Import?
Beginning with Quicken 2005 for Windows, and for all future versions of Quicken for Windows, QIF Data Import will no longer be available for most accounts. To learn more about which accounts will be affected please click here.

We are implementing the changes to QIF Data Import in three phases.

  1. We started by notifying customers of the upcoming changes in Quicken 2004 for Windows. We also put messaging on the Quicken.com and Intuit.com websites.
  2. In phase two, with the release of Quicken 2005 for Windows, QIF Data Import will no longer be available for checking, savings, 401(k) and all other brokerage accounts.
  3. The final phase will happen with the release of Quicken 2006 for Windows where QIF Data Import will no longer be available for Credit Card accounts. We are using this phased approach to make the transition as smooth as possible for our customers and Financial Institution alliances.

Does this change to the QIF Data Import functionality affect Quicken 2004 for Windows and earlier?
No, there will be no change to the QIF Data Import functionality for users on Quicken 2004 for Windows and earlier. Quicken for Mac customers also will not be affected by this change at this time.

Why will QIF Data Import not be available for certain accounts?
QIF technology is over 10 years old and was designed for technical support purposes, it was not for transaction download. QIF Data Import requires many steps to download, is a poor customer experience and can lead to duplicate transactions and errors. Intuit wants to provide customers with the best possible download experience available as well as support the ongoing industry transition to OFX (Open Financial Exchange). OFX is the industry standard for transaction downloads and offers easier, quicker setup. OFX was introduced in 1997 and first supported by Quicken in Quicken 98.

Why OFX?
OFX offers customers an easier, faster and more accurate download experience. Many banks, credit card, brokerage and 401(k) companies support OFX and now connect to Quicken for automatic data downloads.* Click here to see if your Financial Institution supports download into Quicken.

In Quicken 2004, we introduced Express Setup which was built on an OFX foundation and revolutionized the way accounts are setup and downloaded in Quicken. Customers now get the power of financial software with the ease of log-in in to their financial institution Web site. Once Quicken is installed, all a customer has to do to get started is enter the name of their Financial Institution, Customer ID and PIN. Quicken then goes online to set up the accounts and downloads recent transactions. The opening balance automatically matches the current online balance at the financial institution and thanks to auto-categorization, you receive immediate insight into your spending without doing any work. Learn more about the benefits of direct download.

QIF Import Changes FAQs
Non-Financial QIF Application Providers
Intuit's Financial Institution Website

*Online features require Internet access and are subject to change. Services vary among participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees.
**Click on the above link if you are a Non-Financial Institution Application vendor.

QuickLinks
Getting Started
More Info
FAQs
QIF Applications
Financial Institution Search
What should I do next?
It is easy to get started now with download into Quicken via OFX, follow these steps:

Step 1: Find out if your bank, credit card, or brokerage supports download into Quicken via OFX by searching our list of participating Financial Institutions.

Step 2: If your Financial Institution is listed for download into Quicken via OFX, go to Quicken. Go to the bottom of your account register for this Financial Institution and click on the "Set Up for Download."

If you can't find your Financial Institution on the list, click here for more information.

 

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