Quicken QIF Data Export

Move Information Between Data Files in Quicken 2005 and Earlier

Important:
QIF Export works with information from a QIF export file for an individual checking, savings, 401(k), or any other brokerage account – one at a time. Each account is exported individually, then is imported into another Quicken data file.

1. If you are copying the data to an external disk, place the disk in the disk drive (use Browse later in Step 6 to select your external disk drive).
2. If you use more than one data file, be sure Quicken has the appropriate file open.
3. From the Quicken File menu, choose Export, QIF file.
4. In the QIF File to Export to field, Quicken displays the preset path of the export file.
5. Enter a name for the export file at the end of the existing path with a backslash before the file name. For example: C:\programfiles\quickendel2004\filename.
   Quicken will automatically add the correct file extension.
6. Alternatively, click on Browse to select a location. Enter a name in the File name field, and then click OK to return to the QIF Export window.
7. In the Quicken Account to Export from list, select the account from which to export transactions. If you're exporting data only from lists and not transactions, it doesn't matter which account you select here.
8. In the Include Transactions in Dates field, enter the dates of transactions to export.
9. To export only transactions that occurred during a specific period of time, enter the beginning and ending dates of that time interval.
10. To export all transactions, enter the dates of the first and last transactions in your register or transaction list.
11. In the Include in Export list, select the items to include in the export.
    • Select Transactions to include the data in the account’s register or transaction list.
    • Select Account List to include all your accounts.
    • Select Category List to include the Class List in addition to your list of categories.
    • Select Memorized payees to make available from QuickFill and the Memorized Payee
    • List all the transactions you had Quicken memorize in the previous file.
    • Select Security Lists to include all your securities, security prices (including price histories), security types, and your investment goals.
    • Select For Macintosh Users to includes securities, security prices, and the last-saved budget so you can import them to a Quicken for Macintosh file.
    • If using Quicken Premier Home & Business, Select Business Lists to include invoice items and all templates.
12. Click on OK and the QIF file will be created.

See the Quicken QIF Data Import directions to complete the procedure by importing this QIF file to a new data file.

To learn more about important QIF changes in Quicken 2005, please visit the QIF Import Users Resource Center web page.