QIF files, and what to use instead

QIF is the oldest format on this list and the simplest, which is exactly why people still ask for it. LedgerBox does not write one yet. The route today is a CSV or an Excel workbook whose columns we publish in full.

Convert a document All export formats

What you can do today

No QIF file

Export a CSV or an Excel workbook from LedgerBox and map the columns yourself in your desktop tool's own import screen. The LedgerBox column layouts are published, so the mapping is a known quantity rather than a guess. A purpose-built your desktop tool file is planned and is not here yet.

The layouts you would be mapping

CSV columns Excel columns

LedgerBox ships no QIF file and no QIF connection today. This page describes what there is instead.

Getting data into QIF today

Convert the statement in LedgerBox

Upload the PDF and review anything flagged. Balances have to add up before the document is marked clean.
Download a CSV or an Excel workbook

One row per transaction, with money out and money in in separate columns. The date, description, and amount a QIF record would carry are all there.
Import it and map the columns

Most desktop tools that read QIF also read a delimited file, and the mapping is set up once.

Worth knowing before you import

What we do not ship is as worth stating as what we do, because finding out later is the expensive way to learn it.

What QIF carries

QIF is a plain-text format that records a date, an amount, a payee, and a memo per transaction, and desktop tools import it. Our CSV carries the same facts in named columns, which is why the spreadsheet route is a fair substitute rather than a consolation.

What QIF does not carry

There is no account identity inside a QIF record, which is why importers ask you to name the account first. Our exports keep the account's last four digits in the document's own fields instead, and a merged file names its source document per row.

Why it is not here yet

A file format ships once we can verify it end to end: generate it, import it into your desktop tool, and see the transactions land correctly. Until that is done, the honest option is the one above, and this page says so rather than listing a format we have not proved.

QIF FAQ

Does LedgerBox export QIF?

No. A QIF export is planned and does not exist today. The exports that do exist are a CSV, an Excel workbook, a JSON file, and three QuickBooks files, and every one of them has its shape documented.

What is in a QIF file?

A date, an amount, a payee, and a memo per transaction, as plain text. The LedgerBox CSV carries the same facts as named columns, plus a balance column where the statement printed one.

Is a QIF export planned?

Yes, and like every other format on the planned list it ships only after we have generated the file, imported it, and confirmed the transactions land correctly.

Clean rows first, then import them anywhere.

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Four formats produce a file today and nine do not. See all thirteen, grouped