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Viv
Member Posts: 5 Reckoner

When I manually import QIF bank transactions the Payee & Category fields are blank. How do I import transactions that populate these fields?
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Hi Viv
When you export from your bank, are you using "QIF format (Quicken AUS 2004 and earlier) and when importing do you leave all fields blank except 'transactions'?
regards
Andrew0 -
I think I had an issue with this some time ago. I exported some transactions to see what format was used then made sure the QIF file I was importing had the info in the right fields. I think I either used a text editor or maybe Excel to look at the QIF files.0
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Andrew
Yes I have tried both those things. The Payee ends up in the Memo field.0 -
Chris
Maybe I will have to try Excel and adapt the transactions. Seems to defeat the purpose!0 -
Dave
As the transactions are mostly not regular transactions I don't think this will work for me.0 -
Hi Viv
It appears you are not alone. (Google search: qif import problem memo field)
Are you a Westpac customer? Have a look at this posting (it has a solution that may work for you) ...
https://www.accountantforums.com/threads/qif-import-problem-anz-vs-westpac.27629/
The following post also has a workaround (unfortunately it has a couple of steps in it)...
https://www.accountantforums.com/threads/swaping-payee-and-memo-field-in-qif-file.28872/
Andrew1 -
Andrew
Thanks so much. I will give these a go!0 -
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