Data Account ID in the converter shows us the type of account. Click 'File' - 'Import' - 'Bank of Brokerage File (OFX, QFX)', open sample.qfx file we have just saved. Now the QFX file is created, let's switch to Quicken and import created QFX file. Click the 'Convert' button - click 'Save' - create a QFX file from the CSV file. If you have a CSV file from your bank, you have just to review it and click the 'Convert' button to convert. So Quicken knows where to import the transactions. It's important to use different Account IDs when you convert for multiple accounts. You can set the Date format in your CSV file, and how dates are shown inside the application. You can reassign these columns and the Transaction Tab shows how this file is parsed. You can change the selection, if you have several applicable columns, or if the Parser did not choose a correct field, or your CSV file has no header. The left sidebar allows you to adjust a mapping. It greatly helps the Parser to understand your CSV file and find Amount, Pay, Date. Click on 'My bank is not in the list', then click on the 'Add Manual Account' button. Important! Your account must be connected to any bank account.

Download it and make sure you are using the latest version of the CSV2QFX. Use ProperSoft CSV2QFX to convert CSV/Excel file to QFX (Web Connect) format and import into Quicken 2018 for Mac.

IMPORTANT: CSV2QFX is discontinued and replaced with a new Transactions app (🤍 that converts from more formats and converts to more formats.Ġ0:00 - Create a new Checking account (Quicken 2018 for Mac)Ġ1:00 - Start CSV2QFX and select a file with transactionsĠ1:12 - Review transactions before convertingĠ1:48 - Adjust the Mapping (the left part of the converter)Ġ2:13 - How the file is parsed (the transaction tab)Ġ2:17 - Set the Date format (how dates are shown inside the application)Ġ5:05 - Switch to Quicken and import a QFX fileĠ5:39 - Select the account to import data into This tutorial shows how to convert a CSV file from your bank or credit card statement to QFX (Web Connect) and import into Quicken 2018 for Mac.

Conversion quicken mac 2017 to window