How To Import & Export Quicken Transfer Format File (QXF) ?

By | December 22, 2018

Guys, first I would explain you the meaning of QXF (Quicken Transfer Format) before we go for its further details. Basically, it’s a file format that is used to share data from one version of Quicken to another. Well, it is the most favourable and preferred way to move and merge a/c data between software versions. These files are generated by several financial institutions, for eg. banks and credit card companies.It’s easy to download the files from Internet via Quicken Web Connect or Direct Connect feature.The files constitute details regarding the user’s a/c balances, transactions and other financial activities.In case, you want to import investment or business data, we would recommend you to go for QIF import instead.Do remember that QXF is different from QFX. Here’s how:

  • QFX is a file format used at the time of downloading transactions from users bank’s site (Web Connect).
  • QXF is not a file type that you can obtain from your bank.

How one can Open QFX. ?

Launch.QXF file, or any other files on your system by double-clicking it. If your file is set-up correctly,the app that is meant to open yours.QXF File will open it. However, it is possible that you require to download or purchase the correct application in your pc. Also, it may be like that you have the correct application on your computer but .qfx files aren’t yet connected to it. In such a situation, when you attempt to open a .qfx file, tell Windows which application is the suitable one for that file. Then opening a .qfx file will open the correct application.


What do you understand by File Extension ?

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QXF file extension is a set of 3 or 4 characters at the end of file name. Here,it (file extension) tells a user the file type and also tell Windows what programs they can open. You must know that a default program is typically related to each file extension by Windows. Once a file is double-clicked by a user, then the program launches automatically. In case, the program no longer exists on your pc, you ’ll then face error once you go for opening the associated file.QXF extension is just similar to .QFX format, the only difference is that “X” and “F” are reversed. Thus,we can say the file is specifically meant for transferring software financial information from Mac to PC.

* Consider the given points about QXF Files:-

  • You should know that import and export of financial information via QXF file format is limited to a/cs,categories, scheduled transactions, and non-investment and non-business accounts tags.
  • QXF doesn’t support import and export of investment and business a/cs, transactions, budgets, attachments, reports, and application settings.
  • Quicken for Windows 2016, 2017, and 2018 version is able to import QXF data from Quicken for Mac 2016, 2017, as well as 2018 release. The imported data include Checking, Savings, and Credit Card a/cs and transactions.
  • Quicken for Windows 2016, 2017, and 2018 release is able to export QXF data to Quicken for Mac 2016, 2017, as well as 2018 release. The exported data include Checking, Savings, Credit Card, Asset, and Liability accounts and transactions. Do note that you can export investment a/cs but not transactions and position balances.

IMPORT DATA USING QIF FILE:

Well, QIF import is available only for asset and liability a/cs (involving house and vehicle) and cash a/cs. In case, you have purchased Quicken Home & Business, QIF can be utilized to import transactions into accounts payable a/cs and invoice a/cs. The import is also available for any exported list, but the file where you want to import the list should necessarily include a valid a/c. However, this QIF import isn’t available for checking, savings, or credit card a/cs, or for 401(k) or any other brokerage accounts.

1. First, you have to back up your Quicken data file.
2. If the a/c to which you want to import data doesn’t exist, you need to create a new one.
3. In case, you’re importing the data using external disk then insert that disk. Copy QIF file onto your hard disk and copy QIF file onto your hard disk.
4. Go to File menu > File Import > QIF file.
5. Present path of import file is shown by QIF file field’s location. Pick a suitable option:

  • Insert a name for import file at the end of the existing path (please check that there is backslash (\) before the file name). The correct file extension. would automatically be added by Quicken software.
  • For unique location, move to ‘Browse’ option. In case, you need assistance to determine where a data file is, the software can provide you help in this regard. Provide a name in the File name field. After then, hit ‘OK’to go back to QIF Import window.

6. Next, in Quicken a/c go for choosing the a/c you want to import QIF file into to import into a list.
7. After this, in Include in the import area, pick the items you wish to include in the import process.
8. Hit ‘Next’ and move on with directions provided.

IMPORT DATA USING QXF FILE:

As it has stated earlier that through QXF file format, data can be easily shared between Quicken products. But do remember that users of Quicken Starter cannot import or export QXF files.Steps to create a new Quicken data file using an imported QXF file are:-

1. First, create a new Quicken file.
2. Next, go for File menu > File Import > Quicken Transfer Format (.QXF) file.
3. Now, insert QXF file’s name that you want to import, or tap ‘Browse’ button to choose it.
4. Hit ‘Continue’ to initiate the process of importing file.
5. If there exist accounts in QXF file that can’t be imported, for say investing or business a/cs, Quicken will let you know and show a list of those accounts.
6. As the process gets completed, you will receive a confirmation message. In case of error,click a link to review a log file having more details about QXF import. You can review it later on by selecting Help menu > Log Files.

Merge Quicken Data Files using an imported QXF File:

1. In the beginning, you need to open Quicken file you would love to merge QXF data into.
2. Guys, we suggest you backup your existing Quicken file before proceeding for merging QXF data. For this,navigate to File menu > Backup and Restore > Backup.
3. Navigate to File menu > File Import > Quicken Transfer Format (.QXF) file.
4. After this, insert name of QXF file that you want to import, or tap ‘Browse’ to select it.
5. To start the process of importing the file, snap ‘Continue’.
6. If there exist accounts in QXF file that can’t be imported like investing or business accounts,
Quicken will show you the list of those accounts.
7. On the completion of a process, you will receive a confirmation message. In case of error, tap a link to review a log file containing more details about QXF import. You can review this log file later on by moving to Help menu > Log Files.

For further inquiry, you can call us anytime via our toll-free number (1-888-200-7580). The dedicated and determined team feel pleasure serving you. Ask your queries at Quicken Support any time of the day, even on holidays.Although the steps discussed here are quite easy to implement, still you need help to speak to our representatives.

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