Using ImportQIF for Multiple Accounts

I need to import QIF files in 3 different acounts.  It looks like ImportQIF will help with that process for one account.  Is there any way to use it for 3 different accounts?

Thanks, Bill
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  • Asked by wpw
  • Quicken Deluxe 2010
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Just to make sure you looking at the right thing for determining the file type here is a picture with Windows Explorer showing the same file stored in both formats:
http://www.mediafire.com/imageview.php?quickkey=4o7d549awk7m7x1&thumb=6

It isn't a file handler for Internet Explorer per say, it is a file handler for Windows.  It simply means what is the default program Windows should use when you open a given file type.  You actually have seen this many times.  When someone says that their default web browser is Firefox or IE what is really meant?  It simply means that when Windows has been told to open a web page file (HTML file type files) it will open with Firefox or IE by default.
If you have a .TXT file, by default, if you open that type file, Windows will run Notepad and give the path to the file to  Notepad to read in.

Say you are in Windows Explorer and you see a QIF file, and you double click on it or select Open for it, which program will Windows start to read the QIF file?  That depends on which program is registered to handle it.  Also if no program is registered to open a certain file type Windows will ask you which program you want to use to open it.

To make it easier to tell what program will open what kind of file Windows will change the icon for the file to the same as the program that Windows will run by default when you open that file type.  For instance look at the icons on the Book1.csv and Book2.csv files in the image above, notice they are both the icon of Excel.  Which means if I tell Windows to open either of them Windows will start Excel and give them the file to open.
Now below I have registered ImportQIF to handle the CSV file and you can see the icon and the file type description has changed.
http://www.mediafire.com/imageview.php?quickkey=rn9tram01z17gvh&thumb=6

(Please note Windows doesn't change the icon until you log off and log back in, but switches which program is the default immediately).

When you download a file using your web browser and you Open/Run that downloaded file.  What your web browser really does is save that file to a temporary folder on your disk, and then tells Windows to open that file, and Windows checks which program is set as the "default program/one to handle this file type" and it runs it and gives the path to the program to read it in.  

Another example is that Quicken registers itself as the program that should be run when a QFX (Web Connect) file is opened.

It is possible to change which program handles what file type by default.  In Windows XP this is under the Control Panel -> Folder Options.  In Windows 7 it is in Control Panel -> Default Programs -> Associate a file type or protocol with a program.

But in general people don't usually change these settings themselves instead they get the program to do it.
For instance you use IE, and then you download Firefox and run it.  It asks you if you want it to be your default web browser.  What is actually asking you is should it register itself as the program that Windows should run if you just open a web file (.html or .htm file).  Note just like the IE example you might have something like Quicken running and want to open a web page in your web browser, and it will just tell Windows to open it and let the same process happen.

When you install ImportQIF it will ask you what file types you want it to register for and handle by default.
You can re-install ImportQIF at any time to change this setting, and if you deselect a file type ImportQIF will return the default program to use to the one that was there before you installed ImportQIF.

File "types" are also called "extensions" and "handling" is also called "associating" so you can search for more information (But I have given a very good run down on it except the details on setting them manually) with:
windows set default file types
OR
windows set default file associations

Also if you end up having to use xl2qif because it is a XLS file you should notice that xl2qif has an option to "auto import".  What this actually does is just ask Windows to open the QIF file, and it expects a program to be registered to handle QIF files like MS Money or Quicken or ImportQIF.  Quicken registers itself to handle QIF files, but it doesn't actually work to import the QIF file (a hold over from when it did work).

So say you install both xl2qif and ImportQIF (and ImportQIF is registered to handle the QIF file) and setup ImportQIF for the account (no CSV mapping data needed since this is QIF to QIF).

Then the flow is:
You have Quicken running
You open the Excel file in your web browser
Excel starts and you use the xl2qif menu to convert it to a QIF (with the auto import option on) when you save it.
ImportQIF is started, you select the account button, the account information is added and a Converted.QIF file is created on your desktop.  If the Auto Import option is on in ImportQIF it will then import the QIF file into Quicken.  You can also manual import the Converted.QIF file into Quicken.
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