I dont believe there has been a single change in QIF file formats for many years, almost certainly not since Q2006.
![]() If you have no such account types, create one). Click Next. You should get a message saying Transactions found for MyAccount. Import transactions into MyAccount. Click Yes. If you have difficulty importing using the above criteria, you can try adding one more record to the QIF file. Immediately after the fourth record you added above (the one containing just the caret), add a fifth record that looks like this: Type:xxxxx where you substitute for xxxxx using the same criteria as above. For investment accounts, you may not get the option to review the transactions or to match them to existing register transactions. This can be important if you manually enter transactions in those accounts before downloading the real-world transactions. Note: IGNORE the text in the QIF Import dialog that says QIF import is not available for checking, savings. EDIT 01-16-16: Users of Quicken versions later than Q2010 need to insure that the Quicken Register Preference to Automatically add. EDIT 07-04-16: Q2016 R8 appears to have solved the problem with automatically adding downloaded transactions to registerstransaction lists. EDIT 07-04-16: The QIF file import option, Special handling for transfers should be off. EDIT 07-15-16. You will definitely need the extra Type:Invst (Type:xxxxx) record mentioned earlier, if you are importing a QIF file of investment transactions. I reread the post and tried all the said options more than 10times. For example, if the account is called Old 401k in Quicken, you should add these 4 lines to the top of the QIF file: Account NOld 401k TInvst Also, on the QIF Import screen, after you Browse and find your (edited) QIF file, do NOT select an Account to import into -- just leave it alone and click Next. I used to use a program to convert US Savings Bond info into QIF files and then import the values in older versions of Quicken. I tried this method, both adding four lines and five, but I get the same result: Quicken tells me it found transactions, asks me if I want to use them, I click yes, the screen flickers, but Im still at the same dialog window and no values are updated. Am I doing something wrong As far as I can tell all the data and formats are correct and what I have always used, they just dont seem to load. I know when I upgraded from Quicken 2001 to 2006 I had to change the date format, did Intuit change the date format again with 2009 Is there a guide on QIF format I can look at. Im looking at Wikipedias QIF page and their format looks nothing like the files Ive bee using. I havent gone over the Wikipedia formats with a fine tooth comb, but when I have looked at them (quite a few times), they have always appeared correct to me. If you do not format your QIF file correctly, Quicken will not import it.
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