![]() ![]() ![]() The INTU.BID value defines the bank label shown during import. Click the 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.įor Quicken, set INTU.BID to match your bank or keep the default value. Your credit card file may have expenses positive on your Source file. Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.Įxpenses must be negative and payments to the account must be positive. ![]() Reassign columns to QFX fields if needed. Check that dates are correct, have the correct year (Date), amount, withdrawals, and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Download it from the CSV2QFX download page. Make sure you are using the latest version of CSV2QFX. ![]() Follow the steps below for the Windows version, followed by the Mac version. ![]()
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