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How to Convert Xls to Qif
By Bryan Cohen,
- Difficulty:
- Moderate
Instructions
Things You'll Need
- XL2QIF converter
- Unzip program
- Microsoft Excel
- CSF to QIF converter
- QIF to CSV converter
- 1Visit the XL2QIF website (see Resources) and download the XL2QIF Excel Add-In Version 1.1. Unzip the files using an unzipping program and install the program. The program acts as an add-in to Microsoft Excel and it will create a new menu item labeled "XL2QIF." Open Microsoft Excel and click on the menu. Scroll down to "Save to QIF" to save your current file as a QIF file. Select an output folder and an output file name and click "Convert."
- 2Open Microsoft Excel. Click "File" and "Save As." Choose CSV (Comma-Separated Values) as the file type and click "Save."
- 3Visit the CSV to QIF Free Online Converter page (see Reources). Click on the "Choose..." button under CSV Import to choose your recently converted CSV file. Click on the button marked "Save as QIF." Choose a name for your QIF file and click "Ok." A download box will open up and you can click "Save" to download the QIF file.
- 4Repeat step 2 to change your XLS document into a CSV file. Visit the LC Bell site (see Resources) and download the QIF to CSV converter. Use the unzipping program to unzip the file and double-click on "QIF-CSV Converter" to install the program. Once installed open the CSV file by clicking "File" and then "Open." Click "File" and then "Save As." Click on the drop-down menu and change the file type to "QIF" and click "Save." Your file will then be converted to a QIF document.
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How to Convert a CSV File to QIF
How to Convert a CSV File to QIF
Many banks only export account information and history in a comma-separated values (CSV) database format. If you want to manage the data from the popular Quicken financial management software, you'll need to convert the CSV file to Quicken Interchange Format (QIF). You can do this with a free Microsoft Excel add-in that provides enough customizable options to ensure smooth data transition to Quicken.
- Difficulty:
- Moderate
Instructions
Things You'll Need
- Microsoft Excel
- XL2QIF
Installation
- 1Download and unzip the XL2QIF application from the link in Resources.
- 2Double-click the "Install" icon in the folder that downloads to open the installation window in Microsoft Excel.
- 3Click the "Install" button in Excel. Choose your language (English or French) and restart Excel.
Conversion
- 1Open your CSV data file in Excel and highlight all the data you wish to convert.
- 2Click the "Add-Ins" tab at the top of the Excel window. Click the XL2QIF button and select "Save to QIF."
- 3Select the appropriate "Account Type" under "Options" in the window that pops up. It is "Bank" by default, but options like "Credit Card" and "Liabilities" exist.
- 4Find the "Standard Field" box and check the fields in your CVS file in the order that they appear. For instance, a bank account might have the date, then the amount, then the category, etc.
- 5Click the "Browse" button and select where you would like to save your QIF file. Click "Save" and then, back in the main window, "Convert."
Resources
How to Convert a CSV File to QIF
- Difficulty:
- Moderate
Instructions
Things You'll Need
- Microsoft Excel
- XL2QIF
Installation
- 1Download and unzip the XL2QIF application from the link in Resources.
- 2Double-click the "Install" icon in the folder that downloads to open the installation window in Microsoft Excel.
- 3Click the "Install" button in Excel. Choose your language (English or French) and restart Excel.
Conversion
- 1Open your CSV data file in Excel and highlight all the data you wish to convert.
- 2Click the "Add-Ins" tab at the top of the Excel window. Click the XL2QIF button and select "Save to QIF."
- 3Select the appropriate "Account Type" under "Options" in the window that pops up. It is "Bank" by default, but options like "Credit Card" and "Liabilities" exist.
- 4Find the "Standard Field" box and check the fields in your CVS file in the order that they appear. For instance, a bank account might have the date, then the amount, then the category, etc.
- 5Click the "Browse" button and select where you would like to save your QIF file. Click "Save" and then, back in the main window, "Convert."
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