![]() In the case of OFX, QFX, or Excel & CSV files using the account column there can be multiple accounts in one data file.User can now decide to swap the payee and memo on an account-by-account basis.ImportQIF can now use unique ids to block duplicate transactions from being imported.New Features: Use Unique Ids, Swap Payee and Memo, and Map Accounts. And for investment account column mapping select here). If you going to use a CSV or Excel file, then you will need to select Add Column Mapping (For details on non-investment account column mapping select here. Select Add to add this account name/type which will appear in the Setup tab list, and as a button on the Run tab.ĥ. Select any options at the lower left if they are needed (see option descriptions below).Ĥ. If the output format is QFX, the account type is selected in the QFX dialog.ģ. Note that if you are using Account Mapping then the account names come from the data file and as such it doesn't matter what name you give here.Ģ. Type in the account name exactly how it is in Quicken.
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