#Csv2qfx comparison how to#
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If creating a new account, the account type should be Savings, although it does not make much difference.ġ3. Select the correct option – to create a new account called PayPal, or to link to an existing account.

#Csv2qfx comparison windows#

OR you can combine steps 9-11 by using Windows Explorer, and simply double-clicking the QFX file.Įither method will bring up a Import Downloaded Transactions dialog:ġ2. Browse to the QFX file just created (i.e. Select File, then from the pull-down menu select File Import, and then Web Connect File…ġ1.

This will run the CSV2QFX converter, and create a QFX file, in this example called paypal.qfx.ġ0. (You can leave the routing number blank the account number is useful if you have more than one PayPal account and would be your PayPal login email.)ħ, Select the File menu, then Open CSV File, and browse to the downloaded PayPal file, i.e. Select OK twice to return to the main CSV2QFX screen. The only line remaining should be PayPal, so select that line.Ħ. Select Lookup (to the right of the FID input box), and this will bring up the Quicken list of financial institutions.ĥ. This brings up a dialog window with Quicken information.Ĥ.

#Csv2qfx comparison how to#

How to import PayPal into Quicken with CSV2QFXģ. csv file looks like this when viewed in Excel (there are many more columns to the right, which are not visible here) When the report is reading, save the file on your computer, for example as paypal download.csv.

Select Create Report on the right side.

Balance Affecting Payments will include refunds and disputed payments in addition to Completed Payments.

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Choose the Transaction type download type as either Balance affecting or Completed payments.Select Activity Download from the left menu, as seen below:.Note that this procedure is written for the ‘new PayPal experience’ user interface on the PayPal web site, not the ‘classic’. Or select individual transaction to accept or delete. Select Accept All (at the lower right) to accept all the imported transactions. The transactions imported from PayPal will be in a temporary register at the bottom of the screen.ġ0. From the Quicken account list, select the account, i.e. Confirm that you want to import the transactionsĩ. You may also be prompted to allow Quicken to create new categories.

You will get various prompts from Quicken depending on whether the account already exists, and whether it is currently the active account. Select Import to import the transactions into Quicken. The QIF files created by CSV2QIF contain the account name in a format that Quicken does read.Īt the bottom of the dialog, select the Transactions check box, and unselect all the other check boxes.Ĩ. Ignore the warning about not being able to import checking, savings, or credit cards etc. Selecting an individual account will not work. In the box for Quicken Account to import into, select the pull-down and select.

In the box for Location of QIF file, select Browse and browse to the QIF just created i.e. Select the following options in the dialog: Select File, then from the pull-down menu select File Import, and then QIF File… This will bring up a dialog window.ħ. This will run the CSV2QIF Convert, and create a QIF file, in this example called paypal.qifĦ. Select the Convert menu, and browse to the downloaded PayPal file from the previous step.Ĥ. Give the file a name such as paypal.csv.ģ. If you are not familiar with that, the procedure for doing so is at the end of this page. Download your PayPal transactions to a CSV file on your computer, How to import PayPal into Quicken with CSV2QIFġ. Additionally, CSV2QIF can automatically generate Quicken split transactions from the PayPal downloaded file. And you can control which information is loaded into the Quicken Payee and Memo fields. You can import an unlimited history of PayPal transactions into Quicken quickly and easily using either CSV2QIF or CSV2QFX. QFX does not support splits or categories.ĬSV2QFX – If you are merging with an existing Quicken account or intend to import PayPal transactions into Quicken on a regular basis and want to avoid duplicate transactions, then you should use CSV2QFX. It can perform the automatic generation of split transactions. MoneyThumb offers two alternatives for improved PayPal importĬSV2QIF – If you are importing PayPal transactions only once, then CSV2QIF is slightly simpler.

Would you like to automatically split the PayPal transaction into income and expense categories?.

Do you need email addresses or other info from your PayPal transactions loaded into your Quicken register?.

Do you need more than 90 days worth of transactions?.

Do you use PayPal for your business and need to load your PayPal transactions into Quicken?.