See below which format your Quicken imports and choose a converter to convert your files to a Quicken importable format. In case your Quicken imports QIF and QFX files, either format has issues and advantages. The same applies to QFX and CSV Mint files.

Converting Quicken For Windows To Quicken For Mac 2017 Mac
Converting Quicken For Windows To Quicken For Mac
Converting Quicken For Windows To Quicken For Mac 2017 User Manual
Converting Quicken For Windows To Quicken For Mac 2017 Personal Budgeting Software

Quicken for Mac 2015-2017 Conversion Instructions Direct Connect Introduction As Aquesta Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive. Sep 01, 2020 Select the Quicken Windows data file (.QDF file) you wish to import into Quicken for Mac; After Selecting your Quicken Windows data file (.QDF), you may see a download progress screen. Quicken automatically downloads the conversion utility it needs to convert your Quicken for Windows file. If you see this window just wait. The process will.

Which file formats does Quicken for Windows import?

Quicken for Mac 2015-2017 Conversion Instructions Express Web Connect. Introduction As Oregon Pacific Bank completes its system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

Quicken for 2018+ for Windows imports QFX, QIF files and QIF files are 'officially' supported by Quicken.
Quicken for 2017 or earlier for Windows imports QIF files only. QIF files have to be created correctly to be imported.

Which file formats does Quicken for Mac import?

Quicken for Mac 2018+ imports QFX files, QIF files and CSV Mint files (QIF and CSV Mint files are importable into a new account, but easily moved to another account)
Quicken for Mac 2017 and earlier imports CSV Mint files only (into a new account, easily moved to another account)
Quicken Essentials for Mac import QFX and OFX files
Quicken for Mac 2007 imports QIF files (some users claim QFX files are importable as well, you can try QFX format with the trial and check if it works for your copy of Quicken

What are the main differences between QIF and QFX and CSV Mint import into Quicken?

QIF format supports categories (and subcategories) and tags, and QFX does not (Quicken offers the renaming rules feature to assign the category during import
CSV Mint supports categories and supported on Mac only and imports into a new account only (transactions can be moved easily to another account after import)
QIF formats for Quicken, Microsoft Money and other software are different by their structure. ProperSoft converters allow to create different QIF variants by selecting the QIF target value.
QIF import into Quicken is not “officially supported” by Quicken support. Regardless of the support, QIF files import quite well for all account types. Simply follow the instructions provided on the converter help page, and your data will be imported.
QFX format creates “online services link” to account ID values provided on the QFX files. Make sure to enter different account IDs when converting QFX files for different accounts.
QFX files stop importing once your Quicken version becomes three years old. You have to either buy the upgrade or start using QIF format.

Overall, for Quicken for Windows 2018+, QIF format is somewhat easier to import than QFX. QFX format is easier if you do not need categories during import.

QFX format can be imported by Quicken for Windows (up to three years old) and Quicken for Mac
QIF format can be imported by older Quicken for Windows.

QIF format

What is the advantage of using QIF files over QFX files? It allows categories and, unlike with QFX files, Quicken does not require “online call home” during the import. You do not need to have Internet connection active and firewall enabled for Quicken to go through to import a QIF file. This can come quite handy when you work and travel and do not have Internet always on, but need to with your transactions.

QIF format has many variants, make sure to select correct QIF variant for your Quicken version or other personal finance or accounting software.

QIF format is a great format supporting categories and tags. Quicken was discouraging the QIF format until 2018, but still, all Windows versions import it fine (since Quicken 2018, QIF file is 'officially' supported).

Quicken 2005-2017 for Windows has to be at least Deluxe version to import QIF files directly into bank or credit card accounts.

Quicken 2018-2020 for Windows imports QIF files fine.

Quicken 2018-2020 for Mac imports QIF files into a new account. Once imported, select and drag transactions into another account.

Quicken for Mac 2015-2017 does not import QIF files.

Quicken for Mac 2007 imports QIF files fine.

Convert quicken for mac to quicken for windows

QIF format advantages

supports categories and tags
you have to follow specific instructions to import a QIF file
works even if your Quicken version for Windows is older than three years
does not need the Internet to import
investment transactions are supported by CSV2QIF
make sure to select correct QIF target (Quicken version) when you convert to the QIF format

QIF format disadvantages

Until Quicken 2018, QIF is not supported 'officially' and there are various traps set to prevent QIF import, however, all Quicken for Windows versions do import QIF files
You have to enter the account name and select a correct QIF target to create importable QIF file
Duplicates are not considered during QIF import
Quicken for Mac 2018+ import only into a new account
Quicken for Mac 2015-2017 does not import QIF file
Quicken Essentials for Mac does not import QIF files

Converters to convert to the QIF format

Convert CSV/Excel/TXT, PDF, OFX, QFX, QBO, QIF, MT940 files to the QIF format: Bank2QIF
Convert CSV/Excel/TXT files to the QIF format: CSV2QIF
Convert PDF files to the QIF format: PDF2QIF

Import QIF into Quicken 2005-2017 for Windows

You need to enter the account name in Bank2QIF and other 2QIF converters exactly as you have it Quicken, otherwise during QIF import, Quicken will try to create a new account with that name. For example, if your checking account in Quicken is called “Checking” or “Bank checking” or another name, you need to enter this name exactly in Bank2QIF, as well as select correct account type, before saving a QIF file.

Import a CSV file as QIF in Quicken 2018 for Windows

Import a CSV file as QIF in Quicken 2017 for Windows

Quicken 2017 for Windows imports QIF files with categories. Quicken 2015 and Quicken 2016 had issues with a direct QIF import, but Quicken 2017 for Windows does not have this issue anymore. The quick video below shows the full process using CSV2QIF.

QIF Format Summary

QIF format is a great file format to import transactions with categories and tags. CSV2QIF converts CSV and Excel files to QIF format ready to import into Quicken 2017 for Windows, as well as Quicken 2016, Quicken 2015, Quicken 2014 and earlier versions. Also, you can create QIF files for Quicken 2007 for Mac, and other personal finance applications like MS Money, You need a Budget (YNAB), NetSuite, etc.

Important details for a successful conversion from CSV to QIF and import into Quicken or other accounting software are the following:

Check that expenses are negative and payments to the account are positive. Some credit card companies

Converting Quicken For Windows To Quicken For Mac 2017