Importing and exporting

To import Quicken (QIF) transactions

 

Note: This task requires single-user access. (Single-user file locking )

Before you begin the import process, you must create a file containing the Quicken transactions that you want to import into MYOB Premier Accounting. (In Quicken, you'll choose File > Export Custom > Transactions. Then, you'll choose the accounts that are associated with the transactions you want to export. For example, you may want to export your banking and credit card transactions, but not transactions associated with your investment or brokerage accounts. Refer to your Quicken documentation for information about export options and QIF files.)

Note:  If you use the categories option

  1. Make a backup of your company file. (To make a backup)


  2. Choose Import Data from the File menu, then choose Quicken (QIF) File from the Import Data sub-menu.


  3. A dialog box appears, allowing you to locate the QIF file you want to import. Locate the file, highlight it and click OK. The import process begins.


    Note: If the "Choose an Account" window appears
  1. If some transactions were skipped during the import process, or if some other event occurred, a message will appear in this window, indicating that the Import Log report was created. This report (titled myoblog.txt) lists information about any problems that occurred during the importing process, as well as information about rejected records.


    Note:  The Import Log report is created each time you import

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