Quicken 2004 QIF Data Import

Move Information Between Quicken Data Files

Important:
QIF Import 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 haven't exported the desired data from Quicken 2004, do so.
2. Open the data file you want to import data into, and then back up this data file (click File, Backup).
3. If the account you want to import data into does not exist in the data file, create it:
   • From the Quicken File menu, choose New.
   • Select New Quicken Account and click OK.
   • Follow the onscreen instructions to create the account.
4. If you are importing the data from an external disk, insert the disk and copy the QIF file onto your hard disk., noting the location of the file.
5. From the Quicken File menu, choose Import, and then choose QIF file.
6. The Location of QIF to Import displays the preset path of the import file. Select the appropriate option:
   • Enter a name for the import file at the end of the existing path (make sure there is a backslash \ before the file name). Quicken will automatically add the correct file extension.
   • Click Browse to select a different location. Enter a name in the File name field, and then click OK to return to the QIF Import window.
7. In the Quicken account to import into list, select the account you want to import the QIF file into. To import a list such as the Category List, you must still choose a valid account.
8. In the Include in import area, select the items to include in from the file being imported.
   • Select Transactions to import data from the account register.
   • Select Memorized payees to include items from the Memorized Payee List.
   • Select Account List to include items from the Account List.
   • To prevent duplicate transfer transactions when you import data from both the to and from accounts involved with transfers, select Special handling for transfers (you have exported to several QIF files from a number of accounts in the same file and are using Import to re-create all the transactions by importing from several QIF files).
   • Select Category List to include items from the Category List.
   • Select Security lists to include items from the Security List and the Security Prices List.
   • If you have purchased Quicken Premier Home & Business, select the Business lists check box to include items from the Invoice Items List and the Business Templates List.
9. Click on OK.

Note: If importing fails to yield the desired results, restore the backup file you created in step 1.

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