But if your bank is not listed as not allowed, you can easily use any other bank label. Some users do want the name of the bank to match the bank name in Quicken, and you can do this by selecting the appropriate INTU.BID value. This value does not have to match your account name in Quicken, but it has to be from the allowed by Quicken bank. This value defines the bank label you see during QFX file import in Quicken. INTU.BID value is another important parameter to set. The Account Type is important to set as Quicken allows you to import created QFX file for a credit card account only into a credit card account in Quicken and for a QFX file for a checking account, Quicken imports this file only in a bank account.įor the Quicken US edition, the Currency must be US Dollar, for the Quicken Canadian edition, the Currency can be US Dollar or Canadian Dollar. When you start working with another account, make sure to adjust the Account Type as well. For the second file for this credit card account, keep the Account ID as 10000002. For the first file for the credit card account, change the Account ID to another number, for example, 10000002. Then you start with a credit card account. Then you convert a second file for the same checking account, keep the same Account ID 10000001. Convert the first file and use Account ID as 10000001. It is important to use the same number when you convert multiple files for the same account and use a different number when you start converting for another account.įor example, let's start with the first file for a checking account. You can enter the actual account number or credit card number, or a shortened number. Review transactions before converting, make sure dates are correct, expenses are negative, and payments to the account are positive. It could be a PDF bank or credit card statement, QIF or QMTF file exported from Quicken or other accounting software, OFX, QFX, QBO, STA or MT940 file downloaded from online banking. Select a file with transactions that you would like to convert. Read the welcome message that provides the main points about the conversion process. Once downloaded and installed, start Bank2QFX. And then select Windows or macOS version to download.

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