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Import and Export QIF-Formatted Account and List Information

Updated: 5/07/2012 | Article ID: GEN82402

You can use QIF Export to export all the exportable account and list information in a specific data file, and then use QIF Import to import all the importable account and list information into a new data file. This process imports all account information from one Quicken data file to another at one time.

QIF import is available only for asset and liability accounts which include house, vehicle and cash accounts. If you have purchased Quicken Premier Home & Business, you can use QIF to import transactions into accounts payable accounts and invoice accounts as well. QIF import is also available for any exported list, but the file you want to import the list into must already include a valid account.

QIF import is not available for checking, credit card, savings, 401(k), or any other brokerage accounts. To import transactions into these types of accounts, refer to the article  Changing your method of download from QIF import to OFX.

The following items cannot be moved to a new data file with the import and export procedures and must be entered manually.

Note: Account balances may not be correct after undergoing the export/import process. If you created a new copy of your data using the Year-End Copy command, Quicken removes reconciled transactions from the newly created data file, but does not remove cleared transactions outside of the date range you specified. This can mean that a transfer transaction between two accounts can still appear in one account but not the other. When you use the import/export commands to move this account information to a new data file, Quicken automatically rebuilds the previously removed reconciled transfer transactions back into the second account, which can lead to incorrect account balances.

  1. Asset allocation information
  2. Budget settings and data
  3. Calendar notes
  4. Category group information
  5. Credit report information
  6. Customized category information such as associated tax forms and lines
  7. Customized Quicken file settings
  8. Debt reduction information
  9. Desktop layout and settings
  10. Fiscal year settings
  11. Investment lot identification information (This information can be lost after the import.)
  12. Investment transaction information. (For ESOGs, all data is lost. For ESPPs, grant period and grant price data is lost. For cash transactions in the investment account, the security name is lost; the export includes only the date and amount of the cash transaction.)
  13. Loan payment schedule information like principal and interest amounts
  14. Saved reports and graphs
  15. Memorized Payee List information (You may be able to rebuild the Memorized Payee List in the new file by pressing Shift while selecting Memorized Payee List from the Quicken Cash Flow menu.)
  16. Payee List in the new file by pressing Shift while selecting Memorized Payee List from the Quicken Cash Flow menu.)
  17. Multi-currency information
  18. Online account information including financial institution, account number, and routing number
  19. Online Center e-mail information
  20. Online Payee List
  21. Online payment information
  22. Online transactions stored in the compare to register window
  23. Paycheck setup information
  24. Portfolio Watch List information
  25. Retirement Planner information
  26. Savings goal amounts and due dates
  27. Scheduled Transaction List information
  28. Historical security price information (You can recover up to five years of historical prices).
  29. Tax Planner information
 
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