Importing QIF into 2007 Premier

"Steve Dell" wrote

I think the problem is that the qif file you're getting is formatted for investment accounts, and can't be imported to a non-investment account.

See if this helps.

I was able to finally import the QIF data into a "cash" account and then move it into the checking account.

There was one dialog box that was checked by default that I unchecked. The data went in properly and then I could transfer it.

"Steve Dell" wrote

It has come to light that there is an apparent bug in Q2007 that prevents the qif import process from importing withdrawal transactions with when the option for "special handling for transfers" is selected: sounds like that might be what happened with you.

One difference I noticed between your post and the others I saw, was that others said they got the deposit transactions imported, just not the withdrawals. Did your qif file consist of nothing but withdrawal transactions?

It was a series of bills that I did "on line" payment of thru my brokerage/checking account.

The "special handling of transfers" button was turned on. Once turned off, I could import the transactions into a cash account and then physically move them to the checking account. Not elegant but it works.

Steve