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manually importing statement from bank into quicken starter ediiton

downloaded the statement into a csv file, how do I get it to the quicken book?
Weird.  Which are you downloading?  The ImportQIF or the CSV converter?
    
What operating system are you on?

When you say you tried to open it.  You didn't actually try to open the ZIP it in IE right?  You are suppose to download a ZIP to folder on your machine, and then browse to it with Windows Explorer and  right click on it and select Extract All...
  • I am using Windows7 and followed the link you had to download...went to the download and gave permission to import ............tried it twice and IE just kept blinking and saying IE not responding....
  • I also I want to make sure that you read to the end of that thread and saw that you will need both the CSV converter program and the Import QIF program.
  • I have changed the install program for ImportQIF to a self extracting install, so you just have to run the program (or open it in IE).
  • thanks so much I was able to get it downloaded but it wants a qif file and the bank statement downloads as a cvs file....how do I get it to convert from the cvs file to the qif file?
Use xls2qif.  See the last two posts in this thread:
https://qlc.intuit.com/post/show_full/bdircwd_4r4jIlacfAralO/a-program-to-add-the-account-name-and-type-to-qif-files-so-that-quicken-will-import-them?ppid=184807214#

That is provided you have Excel on your machine.  Excel (which files typically have a suffix of xls) registers to handle csv files.  So in this case you can think or xls and csv as being the same thing.  If you install xls2qif it puts an extra menu on Excel (XLS2QIF).  So when you open a CSV file in Excel and then select -> XLS2QIF -> Save QIF, you will be presented with a dialog to allow you to do the conversion.  The way that works is you pick out what type of data each column is in order (be sure to pick the right date format too), and such and then press convert for it to save it to the file selected.  If you use the Auto Import option it will bring this file up in ImportQIF (when you press Convert) for it to do its part of adding the account name and type.
  • OK dummy here again....when I download this file  xls2qif for Excel 2007 ...went to the download to open to install and that is the one that closes down my IE....
Again this is a ZIP file not program you can open it in IE.  And since I didn't make xl2qif you will have do this:

Click on the Download button, and select "Save" and save it to say your desktop.
If you clicked on the link and it doesn't give you a choice to save that means at some time in the past you told it to open ZIP files and not to ask you again whether to save or not.  If this is the case let me know and I will look up how you can reset it so that it will ask again.

But also a way to get around this if you have told IE to always open ZIP files, you can right click on the download link and select "Save Target As..."  That will allow you to save it to your desktop.

Now once you have it saved to your desktop, find it on your desktop and right click on it and select "Extract All" -> Extract.  What that will do is create a folder of the same name on your desktop.
Double click on it to open it.
Now double click on install.xls
If it asks you will have to enable macros to install it.
Now select Install XL2QIF
Yes
OK
  • I have it on my desktop but when I click to open it just starts making the screen flash and freeze up....is there a setting I need to change?
  • There certainly seems to be something wrong with your machine since double clicking on a ZIP file should just open it.  I will see if I can figure that out, but first were you right clicking on the ZIP file (as in using the right mouse button)?  You want Right Click and menu comes up and you select Extract All.
  • Yes I right click and it comes up to open -open folder location-scan- open with-restore-send to-copy-cut -create shortcut-delete - rename- properties-

    properties:
    xl2qif_1.0 - Shortcut
    Target:C:\Users\CarolC\Downloads\xl2qif_1.0.zip
    Run: Normal Window
  • I am new using windows7...just wondering if I need to change a setting or something?
Here is a fix so that you should be able to properly open the ZIP files:
Go to this site and right click on the ZIP in the table of common types, and select Save Target As...
http://www.winhelponline.com/blog/file-asso-fixes-for-windows-7/

Save it to your desktop or somewhere you can find it.  Browse to it and double click on it to open it.
This will ask if you want to merge the information into the registry, allow it to do this.

Now you should be able to open ZIP files with the correct program (the right program is Windows Explorer which you can see as "Open With..." when you right click and select Properties).

Now open the ZIP file and you should be able to install XL2QIF as with the instructions I gave above.

Below is a way to fix if IE is opening ZIP files without asking you.  You take this line and copy and paste it into the  Start -> Search box and hit enter.  You will see a window flash open and close and then it should have fixed it.
reg delete "HKCU\Software\Microsoft\Windows\Shell\AttachmentExecute\{0002DF01-0000-0000-C000-000000000046}" /va /f
    Thanks you so much for your help....I just tried to open the download zip file and my IE went crazy and I had to close it down.....now what?

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