Type the name of the QXF file you want to import, or click Browse to select it. Select the TurboTax data file you want to import.
Choose the appropriate option: Click Continue if this is the correct TurboTax file. Click Change File if you want to select a different TurboTax file. If your TurboTax data file contains the filing status Married - Filing Joint , Quicken displays a dialog showing that the taxpayer on federal Form in TurboTax is the same person as Self in Quicken.
You can't switch the names for Self and Spouse in this dialog. Click OK to close the confirmation message that Quicken displays when the TurboTax import is complete. After importing the TurboTax information, view the TurboTax source information in the Tax Planner and update it where necessary. In the Investing tab, choose the Portfolio view. The data must be in an acceptable CSV format.
These import formats are all acceptable. Note that Quicken can handle quotation marks: ABC, If the file doesn't contain specified dates, import the prices to the date entered here. The currently selected date in Portfolio is the preset display in this field. Was this article helpful? I got it Not really Help us improve our support center. Sorry this article didn't help. Try searching our FAQs:.
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QXF file? Still can't find what you're looking for? Try these:. Talk to Support. Community Get help from expert users — the best place for your tough questions. Ask Our Community. Premium Support Get priority access to our expert Quicken agents. Learn More. How can we help you? Chat with us Chat now Wait time: Estimating Call us Call now Wait time: Estimating Please select your product:.
Quicken for Mac. Quicken for Windows. Open the Quicken file you want to import the QXF data into. We recommend that you back up your existing Quicken file before importing QXF data into it. Type the name of the QXF file you want to import, or click Browse to select it.
Was this article helpful? I got it Not really Help us improve our support center. Sorry this article didn't help. Try searching our FAQs:. Why was this article not helpful? The article is difficult to understand. What can we do to improve this article? Converting from Quicken Windows to Quicken Mac.
On This Page. Still can't find what you're looking for? Try these:. Talk to Support. Community Get help from expert users — the best place for your tough questions. Ask Our Community. Premium Support Get priority access to our expert Quicken agents. Learn More. How can we help you? Chat with us Chat now Wait time: Estimating Call us Call now Wait time: Estimating Please select your product:.
Windows uses file associations to identify which program should handle a type of file. If your file association is incorrect or damaged, you might not be able to complete a Web Connect online banking session. If you are still receiving this error after adjusting the date and time settings, this could indicate an issue with the QFX file itself.
You will need to contact your bank to resolve this issue. If the downloaded QFX file is empty no new transactions, 0KB file size, duplicate or missing transactions , this is an issue that can only be addressed by your financial institution as they are the ones providing the file. If the steps above do not resolve the issue, please contact Quicken Support.
Get priority access to our expert Quicken agents. Skip the line and enjoy shorter wait times. My Account. Quicken on the Web. Free with your Quicken desktop subscription Access Quicken anytime, anywhere Add and edit transactions Sync and view all your accounts in any browser See investment portfolio daily changes.
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Windows Mac. Overview Web Connect is a connection method in which the transaction download is initiated by visiting the financial institution's website and downloading the file containing the transaction information known as a QFX file directly from there. If you're having trouble using Web Connect in Quicken, check the following items before taking other troubleshooting steps: First, verify a few things: That your bank supports a Quicken Web Connect download.
If the financial institution no longer supports Web Connect in Quicken, the file cannot be authorized when importing. Locate the correct file to download While the steps to download a Web Connect file QFX are fairly simple, navigating through the financial institution's website to locate the file can be difficult.
Here are some tips: After signing into the financial institution's website, look for a link titled Download or Export. The exact wording may vary. In some cases, the link will instead be a clickable symbol for downloading.
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