yet another question about QIF to OFX conversion

Posted by L on April 10, 2007, 2:24 pm

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>I hate to keep replying to myself, but I (finally!) stumbled across a post

> which links to this page:

> http://www.somacon.com/p468.php

> Wonderful!! However for some reason the transactions don't show up in my

> credit card account, even after changing the headers as directed and

> getting the prompts as indicated, as well as closing and re-opening

> Quicken. So I ended up importing them into a cash account and moving

> them,

> without problems. It's just a bit of a pain.

> Has Quicken changed their software since this was posted, so that changing

> the headers on a QIF file no longer works? Or am I likely doing something

> wrong? I get all the way to:

> "Transactions found for [my named] account. Import transactions into [my

> named] account?" I click "Yes", but no voila, no transactions are in my

> credit card account.

Hmmmm.
That is the method I use. I'm running 2006 Premier. I do check all the 'use
categories' and other options in the box that opens before the import.

After the prompt, open the account. The transactions should be underneath
the register, waiting to be added to the account, same as any other
download.

Posted by Lynne on April 14, 2007, 10:56 am

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on Tue, 10 Apr 2007 18:24:52 GMT, "L"

> Hmmmm.

> That is the method I use. I'm running 2006 Premier. I do check all the

> 'use categories' and other options in the box that opens before the

> import.

> After the prompt, open the account. The transactions should be

> underneath the register, waiting to be added to the account, same as

> any other download.

It's still not working for me and I suspect it's the format of the QIF file
from my bank card company. I haven't dug any deeper since importing it
into a cash account and then moving the transactions is working, and it's
not that many key strokes.

--
Lynne