Then the date format for Quicken 2018 should be MM/DD'YYYY. You can put Account Name here, but for Quicken 2018 it will not be used. Quicken 2018 requires only Account Type, so make sure to select the Account Type you need. Please, make sure, that you select Quicken 2018 for PC, as your Target. Quicken 2018 has different QIF variations, then Quicken 2017. Essentially, you keep everything around this, but you're shortening to make Purchase Order System to POS. Stars are not used here, then Payee Name stays like this, but if it has Purchase Order System, it will be replaced with POS. Something you would like to change, like shorten Payee, for example, Purchase Order System and you want to change to POS. So, whatever Shell will be replaced with Shell. Whatever, the Payee Name, if it has Shell, those stars - * - before and after means that everything before and after will be removed.
#IMPORT CSV TO QUICKEN HOW TO#
How to make it Shell? You suppose to use mask form, we have to use Shell. You can put here, for example, Shell 1234 (Stations, they have Shell 1, 2, 3, 4 for the certain city) and you want to replace it, just want to be Shell. So you can put here some Original, then put the New value, what you like to be/replace. And it has the column names that the Parser can read and understand.Īnother new option is Payee Mapping, which allows you to rename/clean up Payee Names from original to what you would like to be then in Quicken. It has few transactions: one Deposit, three Withdrawal. We will use the sample CSV file, as we use before. Make sure, that you have the 3.0.8.2 version or later to have this enabled.
The Target here should have Quicken 2018 for PC listed. It is important to download the latest version of the converter, as it has Quicken 2018 for PC added the support option.
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