Click Manual, click Continue, click Finish.Right click the account on the left sidebar and select Edit "" Settings.Select File->File Import->Web Connect (QFX).Right click the account on the left sidebar.IMPORTANT: if you have your existing account "linked" to direct bank download, you need to edit the account in Quicken first as Quicken does not import QFX files on already linked accounts and the account has to be unlinked first: If you are converting for MULTIPLE ACCOUNTS, make sure to use different account # when converting to QFX files. IMPORTANT: Quicken uses the account # (account id, account number) and INTU.BID value together from the QFX file to associate with the account in Quicken you choose for the first QFX file. You can recreate the QFX in the converter by selecting correct account type. If you set account type in CSV2QFX or PDF2QFX to "Credit Card", Quicken will show you only existing credit card account. IMPORTANT: Quicken uses the account type from the QFX file to show existing accounts. The INTU.BID value has to be for any "allowed" bank, but the bank label you see during import is not relevant as you are choosing an account in Quickbooks to import into. If your bank is not listed, keep the default value. You can change INTU.BID in CSV2QFX, PDF2QFX or other *2QFX converter to other value (click the "Look Up" button to locate your bank).
The bank label you see during import is defined by INTU.BID value on the QFX file (default value is 3000, Wells Fargo Bank label). Quicken looks for different id, INTU.BID, on your QFX file.
You can set Bank ID when you convert, or leave default Bank ID as 00001, Quicken does not use it. When you convert to QFX (Web Connect) format, you may be looking for the Bank ID for your bank, and the bank id you get easily from your check and it is usually 5 digits number (or 3 digits number for Canadian banks).
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