CSV2QIF (CSV to QIF Converter)

(10)
4.1 out of 5 stars

CSV2QIF is a conversion solution that converts CSV to QIF and imports into Quicken, Quicken 2007 Mac, LessAccounting.

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CSV2QIF review by <span>Dan G.</span>
Dan G.
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Worked Perfectly-Saved Weeks of Work

What do you like best?

The application worked perfectly-I didn't even need to read the instructions. In about 20 minutes I was able to import a full year of account info from 4 different accounts, into Quicken. Being able to work back and forth from Quicken to Excel was very useful in planing and integration to business processes.

What do you dislike?

I'm entirely pleased. It does what it says it does, very well. I do not have any advice or suggestions for improvement.

Recommendations to others considering the product

Try it for free. There's no risk and the pricing is great. The time saved pays for the software in a single use. I can't imagine anyone with the need to convert files would not be happy with this.

What business problems are you solving with the product? What benefits have you realized?

Changing accounting software can be painful-this was not.

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CSV2QIF review by User in Computer Hardware
User in Computer Hardware
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Problem with no good solutions

What do you like best?

It does what it says, within the limits of the Quicken product set.

What do you dislike?

Primarily, it's that the product can't totally solve my problem because the Quicken feature set doesn't support it. I wanted to load historical 401(k) data, for a long-running account, to Quicken Mac. Not possible without using Quicken Windows; and then it required converting file formats; and a supporting bank. I had 10 years' CSV data downloaded from T. Rowe Price; had to convert to QIF for import to Quicken Windows; then try to export for Mac use. Finally failed importing to Mac.

Recommendations to others considering the product

Carefully research what you need to do before the trial. A lot of Quicken scenarios simply aren't supported at time of data import.

What business problems are you solving with the product? What benefits have you realized?

Personal finance. I didn't resolve my goals. I bought the product but no longer use it.

What Other Office solution do you use?

Thanks for letting us know!
CSV2QIF review by <span>Peter G.</span>
Peter G.
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It saved me an incredible amount of time.

What do you like best?

It worked.

Also, the tech support was very good.

What do you dislike?

The interface is a little wonky. It could be designed better.

Recommendations to others considering the product

Huge time saver. Make sure you map your CSV properly.

What business problems are you solving with the product? What benefits have you realized?

Huge time saver. Allowed me to import data from bank and credit card downloads relatively easily.

CSV2QIF review by <span>Pamela P.</span>
Pamela P.
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Quick and easy solution to importing transactions into Quicken

What do you like best?

How simple it was without even knowing the program and it WORKED!

What do you dislike?

Absolutely nothing. It was a client saving software purchase.

What business problems are you solving with the product? What benefits have you realized?

I offer personal bookkeeping services for individuals desiring to keep better financial records. I prefer to download directly from banks. However, many clients do not want to allow online access to their bank. So I tell them to download in excel format and I will import into Quicken. If this software wasn't available, I'd have to enter transactions manually. UGH!

CSV2QIF review by User in Accounting
User in Accounting
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Review

What do you like best?

The program is very easy to use on our computers, but it does lack options on conversion of dates. We found that date conversions didn't match the date layout selected. This is a particular problem in New Zealand where we traditionally use the date layout DD/MM/YYYY not MM/DD/YYYY. Apart from that the product seems to work very well, although we've only been using it for a short time.

What do you dislike?

Insufficient options for conversion of dates

What business problems are you solving with the product? What benefits have you realized?

Converting csv bank transaction files to qif

CSV2QIF review by User in Information Services
User in Information Services
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Great product for those not wanting to use newer Quicken versions

What do you like best?

The product allows me to transfer a CSV from my bank into QIF so that I may import it into an older version of Quicken. I do not wish to upgrade to the newer Quicken because I feel my data is not secure and because I don't allows have internet access.

What do you dislike?

It was not exactly intuitive figuring out how to use it, but once I got the preceedure down, it works beautifully every time.

What business problems are you solving with the product? What benefits have you realized?

Not upgrading to online Quicken.

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