Import Bank Statement Transactions into Quicken (QIF)

DocuClipper can export converted bank and credit card transactions as a QIF file that Quicken imports natively. Use this when you're working with older Quicken editions or when QBO Web Connect isn't an option for your account.

Step 1: Download the QIF from DocuClipper

1. Open the project containing your converted statement.
2. Click Download Data (above the Summary of Reconciliation).
3. Under Output Format, pick Quicken (QIF).
4. Click Download.

Step 2: Import into Quicken

1. Open Quicken and log in.

2. Go to File → File Import → QIF File…

3. In the QIF Import dialog, click Browse and select the .qif file from DocuClipper.

4. Choose the Quicken account the transactions should land in.

5. Tick the transaction categories you want to include (usually Transactions is the only one you need).

6. Click Import.

Quicken walks through the file and adds the transactions to the selected account register.

When it's done, you'll see the success summary:

Tips

• Back up first. QIF imports can't be undone in bulk. Use Quicken's File → Backup before running any import.
• Date format. If Quicken complains about dates, check your DocuClipper date format setting matches your Quicken region.
• Duplicates. Quicken dedupes partially on date + amount. Overlapping periods may still produce duplicates, so import non-overlapping ranges when possible.
• Categories. QIF files include the transaction memo/description but not categories. Use Quicken's renaming rules to categorize on import.

Related

• Import into QuickBooks Online (QBO)
• Downloading Bank Transactions
• Customize Date Format

If you run into issues, email support@docuclipper.com.