Exporting Quicken data

  1. Open the QIF Export window:
    • In Quicken 2001: On the File menu, point to Export, and then select QIF File.
    • In Quicken 2000: On the File menu, point to Export, and then select QIF File.
    • In Quicken 99: On the File menu, choose Export.
    • In Quicken 98: On the File menu, point to File Operations, and then select Export.
  2. In the QIF File To Export To field, enter the name you wish to assign to the QIF file. Be sure to include the drive and directory you would like the file to appear in and make note of this location (ex. C:\quickenw\qif). 
  3. In the Quicken Account to Export from field, select the Quicken account you want to export. If you would like to export transactions in all accounts, select All Accounts.

Note: If you are using Quicken 98 for Windows, you must hold down the CTRL key when clicking the Export button in order to have the All Accounts option.

  1. Enter the dates of the transactions to export in the Include Transactions In Dates field.
  2. In the Include In Export field, choose from the following items what you want to include in your export.
  • Transactions: Includes all data in your account registers.
  • Account List: Includes just your listing of accounts (without transactions).
  • Category List: Includes all of your categories, plus classes.
  • Memorized Transactions: Includes all Memorized transactions.
  • Security Lists: Includes all your securities, security prices (including price histories), security types, and Investment Goals (Quicken 99 and 2000 only).
  • For Macintosh Users: Includes securities, security prices, and your last saved budget. These items will be formatted to be imported into a Quicken for Macintosh file.
  • Business Lists: (For Quicken Home & Business users only) Includes invoice items and all business oriented templates. 

Note: Business Lists cannot be converted to Quicken for Macintosh.

  1. Click the OK button to create your QIF. It will appear in the location specified in Step 2.

See also...