Click the Continue button and your Quicken transactions will now appear as Entries in your CheckBook Account. CheckBook will ask if it’s OK to continue. When you’re ready to continue, click the OK button at the bottom right corner of the window. Quicken will only export certain data, so if a column is empty that’s just because the data for that column wasn’t in the QIF or QMTF file. Give the preview a look to be sure the details appear just the way you expect.A preview of the Entries you’re about to import will appear. Leave the rest of the options for now and click the OK button at the bottom right corner of the window.At the top of the window, click the Import Account button to reveal a menu of accounts in the QIF or QMTF file, then click the name of the account you want to import.Navigate to your Desktop, select the QIF or QMTF file you exported from Quicken, and click the Import button at the bottom right corner of the window.A window with a file browser will appear. Go to the File menu near the top left corner of your screen, down to the Import submenu, and click the QIF or QMTF… menu item.If you need to create a new Account, leave the Starting Balance field set to 0.00. Click the Create a New Accounts Document button and save your new document in your Documents folder. If you haven’t created a document yet, you should see a small window with three choices.To import a QIF or QMTF file into CheckBook Perform your first reconciliation and you’re off and running! Your Quicken Essentials accounts will appear in a brand new CheckBook document, ready for you to get to work.
Name the document in the Save As field at the top of the panel, choose a location to save the document (we recommend your Documents folder), and click the Create button at the bottom right corner of the panel.Drag the highlighted document from step 2 to the open panel in CheckBook, or navigate within the panel to the document and highlight it, then click the Open button at the bottom right corner of the panel.Go to the File menu, near the top left corner of the screen, down to New, and click the Document from Quicken Essentials for Mac… menu item.Your document should be highlighted in the Finder. Click the second item in the menu, then release the Command key. At the top of the window, where you can see the name of the document, hold the Command (⌘) key on your keyboard while you click the name of the document.Open Quicken Essentials so you can see your data.
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