- #QUICKEN 2017 WILL NOT OPEN HOW TO#
- #QUICKEN 2017 WILL NOT OPEN MANUAL#
- #QUICKEN 2017 WILL NOT OPEN DOWNLOAD#
You see, that Quicken can not edit "Checking at Wells Bank". Click 'Edit' the account.Ĭlick 'Online Services' and 'Deactivate'. If you need to import into this account, you must first disconnect.
#QUICKEN 2017 WILL NOT OPEN DOWNLOAD#
You see, that this account has a Transaction Download - 'Yes', which means that it has already the established link to import QFX files or import directly from your Bank. And you want to import into this account. Let's say, you have already a "Checking at Wells Fargo Bank" account in Quicken. But ProperSoft's suggestion is to try import manually for the first time. You can also set 'Open after conversion' when it is saved, the converter will open Quicken and ask it to import that QFX file. Encoding: unless you have a specific encoding, you can leave it as default "Western". You can keep Bank ID and Branch ID empty unless you need to set them, you can leave these value blanks. And the next time you import another QFX file with the same Account number, Quicken has the link to the previously chosen account, it will not ask you to choose the account again, it will just import into the previously chosen account. If you are using multiple Accounts, please use different Account numbers, when you convert for different accounts, because Quicken remembers the account you choose for the first time, it links the Account number on the QFX file to the account you choose in Quicken. You have to enter the actual Account number, that you have or you can keep the default number. Let's use "Capital Credit Union", for example. You can also use "Wells Fargo", which supports both Banks, Checking, Saving, Credit Card Account Types. The default value '3000' is "Wells Fargo". Quicken will not import if you set INTU.BID to "Capital One" and Checking Account. Search, for example, "Capital One Card Services", which supports only Credit Card, that means when you convert the CSV to QFX you have to set the Account Type to Credit Card. You can set it for your Bank and change it. If your Credit Card comes like in this example: expenses are positive and payments to the Account are negative, then you have to click the 'Change +/-' button once per file to have expenses negative and payments positive.Īlso, don't forget to set your Account Type on the right side.Īnother setting is Target. You have to click 'Change +/-' to reverse that. There is an important thing, that for some Credit Cards they supply expenses as positive numbers and the deposits of payments to Credit Card is negative numbers. This CSV file is simple, it has one Amount column with amounts as positive and negative numbers, so the converter understands it. Then you can map the Record Type column and use also map the Amount column. If your CSV file has a separate column with words like Debit or Credit, you can also Map it as the Record Type and say: the Amount is always positive, but there is the column, that says: Debit or Credit. Like if your file has Debit and Credit columns instead of one Amount column, then you would say: "Do not use" and assign the Debit and Credit columns. You can click 'Review Mapping' and reassign columns here if needed.
Some users may find QFX useful, some users find QIF useful. There is a difference between QFX and QIF formats.
#QUICKEN 2017 WILL NOT OPEN HOW TO#
There is another article with step-by-step details for CSV to QIF conversion, that shows how to convert to QIF file and import into Quicken 2017 (please visit: ). You may also use the CSV2QIF converter with Quicken 2017, which imports QIF files fine. And QFX file originally downloaded from your bank. Because categories are something, that you defined, not your Bank defines when it provides a QFX file. There isn't for that, because QFX format by its history or by its definition does not the categories.
The QFX format does not have categories here, so Quicken offers the Renaming rules or categorization feature during QFX import. All these columns the converter understands and uses for specific fields on a QFX file or to Map your CSV file. It's great, if your CSV file has the first line, as column names, like Date, Amount, Payee, Memo, Check number, Type.
#QUICKEN 2017 WILL NOT OPEN MANUAL#
We don't use any manual Mapping here, the converter understands the file itself. The converter knows many other formats, but this is more the simplest format, that you can follow. You can use this file as an example to try the product or to get an idea: how a CSV file should look like, so the converter processed it without problems. We will use a sample CSV file, you can find it on the product page.