Select Accept All (at the lower right) to accept all the imported transactions. The transactions imported from PayPal will be in a temporary register at the bottom of the screen.ġ0. From the Quicken account list, select the account, i.e. Confirm that you want to import the transactionsĩ. You may also be prompted to allow Quicken to create new categories. You will get various prompts from Quicken depending on whether the account already exists, and whether it is currently the active account. Select Import to import the transactions into Quicken. The QIF files created by CSV2QIF contain the account name in a format that Quicken does read.Īt the bottom of the dialog, select the Transactions check box, and unselect all the other check boxes.Ĩ. Ignore the warning about not being able to import checking, savings, or credit cards etc. Selecting an individual account will not work. In the box for Quicken Account to import into, select the pull-down and select. In the box for Location of QIF file, select Browse and browse to the QIF just created i.e. Select the following options in the dialog: Select File, then from the pull-down menu select File Import, and then QIF File… This will bring up a dialog window.ħ.
This will run the CSV2QIF Convert, and create a QIF file, in this example called paypal.qifĦ. Select the Convert menu, and browse to the downloaded PayPal file from the previous step.Ĥ. Give the file a name such as paypal.csv.ģ. If you are not familiar with that, the procedure for doing so is at the end of this page.
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Download your PayPal transactions to a CSV file on your computer,
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How to import PayPal into Quicken with CSV2QIFġ. Additionally, CSV2QIF can automatically generate Quicken split transactions from the PayPal downloaded file. And you can control which information is loaded into the Quicken Payee and Memo fields. You can import an unlimited history of PayPal transactions into Quicken quickly and easily using either CSV2QIF or CSV2QFX. QFX does not support splits or categories.ĬSV2QFX – If you are merging with an existing Quicken account or intend to import PayPal transactions into Quicken on a regular basis and want to avoid duplicate transactions, then you should use CSV2QFX.
It can perform the automatic generation of split transactions. MoneyThumb offers two alternatives for improved PayPal importĬSV2QIF – If you are importing PayPal transactions only once, then CSV2QIF is slightly simpler.
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