Click 'Charges/Withdrawals' are positive if expenses are positive on the CSV file. Your credit card file may have expenses positive. Reassign columns to QIF fields if needed.Įxpenses must be negative and payments to the account must be positive. 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. You may also copy your data from an open spreadsheet like Excel and paste it inside the application. Start CSV2QIF and select the CSV or Excel file. Download it from the CSV2QIF download page. Make sure you are using the latest version of CSV2QIF. Follow the steps below for the Windows version, followed by the Mac version.
