Set the Account Name (must be matched as you have in Quicken) and the Account Type (must be matched as you have in Quicken) to create a QIF file for the right account. Select the QIF Target to match your Quicken version or your accounting software: Quicken 2018+, Quicken 2017, Quicken 2015-2016, Quicken 2014 or earlier, Banktivity, Microsoft Money, NetSuite, MYOB, Reckon, YNAB, Quicken UK, AccountEdge, old Microsoft Money non-US, Quicken 4, Quicken French 2015.
Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly. Download it from the QFX2QIF download page. Make sure you are using the latest version of QFX2QIF. Follow the steps below for the Windows version, followed by the Mac version.
