Error importing qif bank data

Leigh Richardson

I'm trying to import QIF file from IMB.
Error I am receiving is:

Errors were encountered whilst attempting to convert:
C:\Users\User\Downloads\039112122_20161015.qif  Please ensure that this file is a valid QIF file

Help please

Rav

Hi Leigh,

Try downloading the file again, if you are offered more than one QIF format please ensure you select the Quicken AUS option.

Lyn Shumack

I have experienced the same problem this week with bank data from National Australia Bank files converted to QIF not importing into the account. The error message was that if it persists contact Reckon. Well they don't support 2014 Accounts anymore - just now 3 years old - Reckon they're kidding!! What a rip off; so how do I now import transactions from NAB?

Omar_ReckonLtd

@Lyn Shumack

if you are still encountering the importing of QIF issue from NAB, we have been informed by another client who is similarly affected that they have been able to successfully import their NAB QIF by following the steps below:

1) Go to the Reckon Accounts Chart of Accounts List and select the affected account.

Press the Account button and select "Edit Account".

2) Go to the Online Bank Details tab

if you are still encountering the importing of QIF issue from NAB, we have been informed by another client who is similarly affected that they have been able to successfully import their NAB QIF by following the steps below:

1) Editing the Bank Account details in the Reckon Accounts Chart of Accounts List

2) Go to the Online Bank Details tab

3) Change the Financial Institution name from "National Australia Bank" to another bank name

4) Add back in the BSB number and confirm that the Account Number is correct.

5) Click the Save & Close button to save the changes.

6) Attempt the import again

If this method is successful, then use this workaround and put your file through the built-in file integrity checking tools (Verify Data / Rebuild Data) and have the "complete verification" option enabled in your Backup preference settings.

1. Perform a Rebuild Data operation

DATA RECOVERY: How to perform a data file rebuild (Rebuild Data) in Reckon Accounts business range (Desktop)

2. Perform a Verify Data operation

DATA RECOVERY: How to perform a data file verification (Verify Data) in Reckon Accounts business range (Desktop)

3. Perform a second Rebuild Data operation to resolve any issues detected during the verify operation (optional)

DATA RECOVERY: How to perform a data file rebuild (Rebuild Data) in Reckon Accounts business range (Desktop)

4. Perform a second Verify Data operation to confirm if there are any other issue still indicated in the QBWIN.LOG

DATA RECOVERY: How to perform a data file verification (Verify Data) in Reckon Accounts business range (Desktop)

https://community.reckon.com/discussion/7935038/data-recovery-how-to-create-a-backup-in-reckon-accounts-desktop-with-complete-verification

Dianita

Afternoon Omar,

Just to follow above instructions for QIF upload. I have followed your above suggestions to rectify the error message with the amendment of the bank account, and the second option which is to create a new bank account to replicate the same effect. It did however seem to still be giving me the same error message below.

Any idea what this run-time error '5' mean and any suggestion to bypass this issue?

Thanks and regards,

Nita

Datarec_ReckonLtd

Hi @Dianita

The Community search is a quick way to see if a question may have already been asked in the past and if a solution may have been provided.

The Reckon Help site also has the relevant article.

It is a great resource to quickly check for any known issues, workarounds and solutions.

https://help.reckon.com/article/tm3ohabpjp-kba-5650-qbqif-2-ofx-run-time-error-5-when-importing-qif-manually

Checking the Community itself using the search function and the Reckon Help site by using one or more keywords pertaining to the issue can yield a solution or workaround.

Of course, the Reckon team and the other Community members are here to help also.