If your account is not listed, it means the account is already online linked. In almost 99% of cases, you will use the existing QuickBooks account. In this form we can see Financial Institution, that is the bank label, Account Type, and Account number, which is from the QBO file you set in QIF2QBO. The form 'Select Bank Account' is to select the account to import into QuickBooks your QuickBooks account. Click 'File' - 'Utilities' - 'Import' - 'Web Connect Files'. Now we switch to QuickBooks and import a QBO file. You can choose the file location, you can choose the file name if required, or just confirm and create your QBO file. You can set End balance, you can set Bank ID, you can set Branch ID, you can live all this empty for QuickBooks.Ĭlick the 'Convert' button to create a QBO file.
#HOW DO YOU CONVERT A QUICKEN QIF FILE TO QBO SOFTWARE#
And if your accounting software imports QBO files and allow different currency, you can set it here. Make sure to use different Account IDs for different accounts.
If your bank is not listed or not allowed, you can keep the default value '3000', which allows all Account Types and this bank label is for "Wells Fargo".Ĭheck the Account Type, set the Account ID if you convert for multiple accounts. Some banks allow all Account Types, some allow Bank accounts, some allow only Credit Cards. Make sure, that the chosen bank label allows the Account Type you are converting for. Before converting to the QBO file review the Output settings. Once the QIF file is loaded, review transactions, check the Dates are correct, Amounts are correct, Payee, Memo, Check number. We will use a sample QIF file for this demonstration.
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