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Import Bank Statement Transactions into Quicken (QIF)

Downloading QIF files to import to Quicken is now easier with DocuClipper. To import the QIF files follow the steps below.

  • Log in to DocuClipper: Access your account by entering your credentials.
  • Navigate to Data Extraction: Click “Bank & Credit Card Statements” in the left sidebar at the top under “Convert” or within the dashboard main page.
  • Upload Your Scanned or PDF Bank Statements: Drag and drop one or more PDFs or scanned of your bank statements.
  • Download File: Once the data extraction is complete, click the “Download Data” button on the right, above the Summary of Reconciliation.
  • Select Output Format: In the Output Format dropdown, select “Quicken”.
  • Finalize Download: Click on “Download”.

Importing the QIF file to Quicken

Once you have the QIF file follow these steps to import the transactions into Quicken.

  • Log in to your Quicken Account.
  • Go to File and click File Import.
  • Under file import look for QIF…
  • The QIF import window will open. Click on browse and upload the downloaded file from DocuClipper.
  • Select the Quicken account where your transactions will appear and check the appropriate boxes.
  • Click on Import.
  • Import Successful.

Note: Email if you run into any issues or have feedback.

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Updated on February 28, 2024
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