Univex NeatScan, NeatReceipts, NeatDesk Choose File Import QIF, Tips for Working with QIF Files

4.Click on Continue.

5.Navigate to the desired destination location on your computer, type a name for the file, and then click on Save. The exported file will be saved with the .qif extension.

6.Start Quicken and select the newly created Quicken Cash Account from the Cash Flow Center.

7.Choose File > Import > QIF.

8.Navigate to the folder containing the file you exported in step 5. When the import is complete, you can move the transactions into any other Quicken account you wish.

Tips for Working with QIF Files

Be sure that your Category names in NeatWorks match the Category names in Quicken EXACTLY. For example, consider adding an "Auto: Fuel" category in NeatWorks and assigning that category to all of your fuel receipts. That way, when you import those receipts into Quicken, they will automatically be assigned to the "Auto: Fuel" category in Quicken.

Exporting OFX Files to MS Money

If you work with MS Money and want to export your information there, as OFX file(s), just do the following:

1.Select the receipt(s) or folder(s) you want to export.

2.From the Toolbar, choose Export > OFX (MS Money).

3.In Step 1, do one of the following:

•To export all of the receipts in the selected folder, click the Selected Folder (All Receipts) radio button.

•To export only the receipts that are currently selected, click the

Selected Receipts radio button.

4.In Step 2, provide the requested information and then click Continue. Navigate to the desired destination location on your computer, type a name

for the file, and then click on Save. The exported file will be saved with the

.ofx extension.

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