This Assistant helps you import Quicken (QIF) files. It will appear if you choose Import my QIF files in the Welcome to GnuCash! menu.
To start this assistant manually go to File -> Import ... -> Import QIF... or press Ctrl-I.
The Import QIF files assistant opens with a screen that briefly describes what this assistant does and requests the file(s) to import. The three buttons at the very bottom of the screen will not change while using the assistant.
The Cancel button is used to exit the assistant and cancel importing Quicken file data. Any selections you have made in this assistant up to this point will be lost.
The Back button will bring up the previous screen so you can change a selection made on that screen.
The Forward button will bring up the next screen so you can continue though the assistant.
The next screen allows you to Select a QIF file to load. The Select... button on this screen is used to access the list of files. The Select... button brings up the Select QIF File dialog.
The left panel allows you to select the top level directory, mounted device, or "bookmark".
The Add button allows you to create a "bookmark" in the left panel, for easier access to a file location.
The Remove button allows you to remove unwanted "bookmarks" from the left panel.
The upper right bar allows you to easily navigate the selected directory structure.
The right panel displays the file(s), and directory(ies) available for your selection.
The pull down list below the file window filter the files displayed based on the extension selected.
The Import button is used to confirm your selection.
The Cancel button is used to exit the dialog without using any changes you have made.
Navigate to where you have stored your QIF files and select the first one then click Import. The next screen will display it in the Select a QIF File to Load field.
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If the file you are loading does not have an QIF date listed in it you will see the Set a date format for this QIF file screen. Select the proper format from the pull down list and continue. | |
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If the file you are loading does not have an account name listed in it you will see the Set the default QIF account name screen. Otherwise you will skip this screen and go on to the screen in the next section that shows loaded QIF files.
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The next screen shows you the QIF files you have loaded. You can use this screen to return to the previous screen and load more QIF files. It will also let you unload any files you have loaded by mistake.
The top panel shows the list of QIF Files you have loaded.
The Load another file button takes you back to the previous screen to load another QIF file.
The Unload selected file allows you to select a file from the top panel and remove it from the list.
The next screen gives a description of the Accounts and stock holdings matching process on the Match QIF accounts with GnuCash accounts screen. This and other informational screens in the Import QIF files assistant can be turned off in the On-line Banking & Importing section of the GnuCash Preferences. Please refer to the GnuCash Preferences section of the help for instructions on this.
The next screen lets you Match QIF accounts with GnuCash accounts. You will see a list of QIF account names on the left and suggested GnuCash account names on the right. The New? column indicates if the GnuCash account name will be created by the QIF Import.
To change the GnuCash account to a different one select the QIF account. A dialog will pop up to select another account or create a new one.
Select an account from the list to choose a already existing account.
The New Account button allows you to add a new account name as a sub-account (child of selected) of the selected account.
The OK button is used to confirm your selection.
The Cancel button is used to exit the dialog without using any changes you have made.
The next screen gives a description of the Income and Expense categories matching process on the Match QIF categories with GnuCash accounts screen.
The next screen lets you Match QIF categories with GnuCash accounts. You will see a list of QIF category names on the left and suggested GnuCash account names on the right. The New? column indicates if the GnuCash account name will be created by the QIF Import.
To change the GnuCash account to a different one select the QIF category. A dialog will pop up to select another account or create a new one.
Select an account from the list to choose a already existing account.
The New Account button allows you to add a new account name as a sub-account (child of selected) of the selected account.
The OK button is used to confirm your selection.
The Cancel button is used to exit the dialog without using any changes you have made.
The next screen gives a description of the Payees and memos matching process on the Match payees/memos to GnuCash accounts screen.
The next screen lets you Match payees/memos to GnuCash accounts. You will see a list of QIF payee/memo names on the left and suggested GnuCash account names on the right. The default GnuCash account used is called Unspecified. The New? column indicates if the GnuCash account name will be created by the QIF Import.
To change the GnuCash account to a different one select the QIF payee/memo. A dialog will pop up to select another account or create a new one.
Select an account from the list to choose a already existing account.
The New Account button allows you to add a new account name as a sub-account of the selected account.
The OK button is used to confirm your selection.
The Cancel button is used to exit the dialog without using any changes you have made.
The next screen allows you to Enter the currency used for new accounts. The drop down list defaults to USD (US Dollar). If you wish the new accounts to use a different currency select one from the list.
The next screen gives a description of the Tradable Commodities process on the screen.
The next screen, Tradable Commodities lets you set the exchange, full name, and symbol of stocks/mutual funds or commodities being imported.
A series of screens, one for each of the stock, mutual fund, or commodity, with display the exchange, full name, and symbol. These screens allow you to set the correct parameters.
The next screen gives a description of the Match duplicate transactions process on the Select possible duplicates screen.
The next screen lets you Select possible duplicate transactions. Imported transactions are shown on the left panel and possible matches to each selected transaction are shown on the right.
The left panel shows the list of Imported transactions to select from for matching duplicates
The right panel shows the list of Possible duplicates for the selected imported transaction. Select the one that most closely matches
The last screen, Update your GnuCash accounts, gives you a list of three choices to finish the assistant.
The Cancel button is used to exit the assistant and cancel creating a new set of accounts. Any selections you have made in this assistant up to this point will be lost.
The Back button will bring up the previous screen so you can change a selection made on that screen.
The Apply button imports the data and creates the accounts you have specified.
You should now have successfully imported your accounts.