Importing Quicken data

  1. Back up your Quicken data file.
  2. If the account you wish to import data into does not exist in this Quicken data file, create it. To create a Quicken account:
    1. On the File menu, select New.
    2. In the Creating new file: Are you Sure? window, select New Quicken Account, and then click OK.
    3. Follow the instructions in the Account Setup wizard to finish creating the account.
  3. If you are importing the file from a floppy disk, insert the disk into your floppy drive.
  4. Open the QIF Import window. To do this:
    1. In Quicken 99, 2000 and 2001: On the File menu, point to Import, and then select QIF File.
    2. In Quicken 98: On the File menu, point to File Operations, and then select Import.
  5. In the QIF File to Import field, enter the path and name of the QIF file you would like to import data from (ex. C:\quickenw\qif) or click the Browse or Find File button to locate it. Note: If you are still having trouble finding your QIF file, use the Windows Find feature and search for *.QIF.
  6. In the Quicken Account to Import to field, select the account you would like to import data into. 
  7. In the Include In Import field, choose from the following items what you would like to include in your import:
  • 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.
  • Special Handling for Transfers: This prevents duplicate transactions from occurring when importing from the accounts involved with a single transfer transaction.
  • Security Lists: Includes all your securities, security prices (including price histories), security types and investment goals (Quicken 99, 2000 and 2001 only).
  • Business Lists: (For Quicken Home & Business users only) Includes invoice items and all business oriented templates.

Note: If you are importing a QuickPayroll file into Quicken, select the Transactions, Account List and Category List options to include in your import. Do not select the Memorized Transactions and Special Handling for Transfers options.

  1. Click OK to import your data.

See also...