Follow the steps below for the Windows version, followed by the Mac version.Make sure you are using the latest version of CSV2QIF. Download it from the CSV2QIF download page. Start CSV2QIF and select the CSV or Excel file.You may also copy your data from an open spreadsheet like Excel and paste it inside the application.Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Reassign columns to QIF fields if needed.Expenses must be negative and payments to the account must be positive. Your credit card file may have expenses positive.
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Adjust CSV Mapping if needed. Make sure you are using the latest version of CSV2QIF. Download it from the CSV2QIF download page. Start CSV2QIF and select the CSV or Excel file.Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Reassign columns to QIF fields if needed.Expenses must be negative and payments to the account must be positive.
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Currently, there is no version of CSV Editor for Mac released on the developer's website, but users can install other applications from the same category.
Your Credit Card file may have expenses positive. Adjust CSV Mapping if needed.
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January 2023
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