To import QIF information

If you haven't already read the Importing and Exporting Overview, see Importing QIF information into Accounting Plus for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

Before you begin the import process, you must have created a file containing the Quicken data you want to import into MYOB Accounting Plus -- an import file. See your Quicken documentation to learn how to do this.

  1. Make a backup of your company file. See To make a backup to learn how.
  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.

  1. When Accounting Plus determines that the QIF file contains the proper data, two situations may occur:
  1. Accounting Plus checks each account in the QIF file when you import the file. If Accounting Plus finds an account in the QIF file that doesn't match any Accounting Plus account, the Choose an Account window appears. In this window, you'll need to choose an Accounting Plus account, or create a new Accounting Plus account, to track the information about the QIF account.

  1. When the account you want to use is displayed in the MYOB Account field, click OK.

  1. When all QIF accounts are matched to Accounting Plus accounts, a window will appear, describing the number of records that were imported.