In the Include in Export area, select Transactions, Category List, Account List and Security Lists.In the Include Transactions in Dates fields, leave the default dates.Click the Quicken Account to Export from drop-down arrow choose “All Accounts” (scroll up in the list of accounts).– Complete the remainder of the QIF Export window – Enter the file name Quicken Export.QIF, navigate to where you want to store the file, and click OK. – On the QIF Export window, click Browse. – Select the File menu and select Export > QIF File. – Use Quicken for Windows to open the data file. – Cancel any repeating online payments and pending online payments.Ĭreate QIF (Quicken Interchange Format) Files Important: Any downloaded transactions not accepted will be lost during the conversion. – Click the Downloaded Transactions tab at the bottom of the window to accept the transactions into the register. – Accept all downloaded transactions to the account register or list.Ī red flag next to the name of an account indicates the account has a pending action, such as a downloaded transaction to be accepted.
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