To create a new Quicken data file using an imported QXF file. Create a new Quicken file. Choose File menu > File Import > Quicken Transfer Format (.QXF) file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file.

I am trying to import investment transactions (stock trades) into quicken. Currently I have tried importing in the Mint CSV format and QFX formats. I also tried converting to a QIF file and opening a new quicken file and starting from the QIF file. All these conversions were done via the super convenient but unfortunately unhelpful site. (Use this site if you are interested in importing data into your cash, credit, and liability accounts because that works!) Could someone please let me know if there is a way to import transactions directly into an already existing investment account using Quicken 2018 for Mac? If someone from Quicken sees this post can you let me know why you do not allow access to investment accounts but do allow access to cash, credit, and liability accounts? It seems like an odd place to draw the line in terms of functionality.

I guess you know people don't know what they are doing and investment accounts are really important so you don't allow user access. Either way it is really frustrating. I think that a reply by Quicken Harold here ( ) says that it is not possible to import a QIF file using Quicken 2018 for Mac which seems to be the way most people did this in the past.

EDIT: Just figured out that I can drag and drop the transactions into the account I want so that kinda solves my problem. Microsoft office on macbook. Still interested in finding out how to directly import into the investment account I am interested in but at least importing into a new savings or checking account and dragging into the original account will work pretty well. QIF is a format that Quicken is moving away from.

Quciken does support importing investment transactions but via QFX AND only the FI supports it; that is, creates the QFX file and is registered with Quicken. Otherwise, there is no direct support. That said, if your FI does generate a QFX and but is not registered with Quicken so the software does not yet allow it to be imported, do some research on tweaking the INTU.BID data in the QFX file to see if that can work for you. (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.).

If you do not already have payroll accounts and categories set up in Quicken, create them now. Once the accounts and categories are set up, write down their names or print the list and highlight the ones you will use for the data from Online Payroll. • To check the list of accounts in Quicken, click Tools > Account List. Find the name of the bank account you use to write payroll checks and the liability accounts you use for tax and deduction liabilities. (For cash advance and loan repayment, use asset accounts.) • To find the names of categories for employee wages and employer payroll taxes, choose Tools > Category List. • If you use subaccounts, use a dash to separate the account name from the subaccount; for example: Payroll-Federal Taxes (no space before or after the dash) • If you use subcategories, use a colon to separate the category name from the subcategory; for example: Payroll:Gross Wages (no space before or after the colon) • Set up Quicken classes.

You will use the Export Preferences page to enter your Quicken accounts. Use the exact same names of the Quicken accounts you will use for the payroll data.

• Click the Setup tab. • Under the Export heading, click Preferences. • Select Quicken for Windows or Mac (QIF) from the software drop down list.

• In the Checking Account box, type the name of the Quicken bank account exactly as it appears in Quicken. • Click Customize to enter the account names exactly as they appear in Quicken. • When entering accounts, read the help topics next to each field to choose the right account type.

In general, enter expense categories for the Wage and Tax Categories. For the Liability accounts, enter the corresponding Quicken Liability account. • If using a cash advance or employee loan deduction, enter an asset account to receive the payroll data • If you use different accounts for different groups of employees, select that option in the wage/tax category section to enter Quicken category for each employee. • If you use different accounts for different types of wages/taxes, select that option in the wage/tax category section to enter Quicken category for each pay type and tax type. • Specify whether and how you use Quicken classes for employees.