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To mitigate this, ccQuickMint has custom handling of ‘credit card payment’ and ‘transfer’ categories. debit to the checking account, and a credit to the credit card account). A ‘credit card payment’ action is in fact a transfer from one account to another (i.e. First and foremost, it fails for things like credit card payments because the category ‘credit card payment’ does not represent an account but represents an action. There are a couple of problems with this. Once transactions are loaded into ccQuickMint, you can change the account type (to CCARD for example). All Mint accounts will default to ‘BANK’. Otherwise, by default ‘Category’ will imply an Expense account. If the Category contains the word ‘income’, the account will be created as an income account. The accounts will be automatically created in QuickBooks (if you check off the appropriate box in ccQuickMint). Would result in a debit to the Citibank Credit Card account and a credit to the Gas & Fuel expense account. So when the tool processes a transaction, it uses the account as one side of the transactions (debit or credit) and Mint category as the other side (Debit or Credit). The tools maps the concept of Mint “Category” to the concept of “Expense Account” in QuickBooks. Here I will outline assumptions that were made and limitations of my implementation. Step 5: Import saved IIF file into QuickBooks Step 4: Use ccQuickMint to output transactions into an IIF file via ‘Export to IIF’ button Step 3: Adjust account information (type, description, etc) and select appropriate export options Step 2: Feed the CSV File into ccQuickMint via ‘Load’ button and wait for the Razzle Dazzle

Step1: Export Transactions From Mint to CSV file Step 1: Cut a hole in a box… (sorry, I’m really a 13 year old trapped in a 30 year olds body) Welcome ccQuickMint – a tool to convert Mint’s transaction export into a format that can be imported into QuickBooks. After reading some documentation, I decided to bite the bullet and write a tool to convert transactions exported from mint into IIF, such that they can be imported into QuickBooks. Essentially, these are specially formatted text files that include information about the transaction and account involved. I always knew that mint allowed exporting transactions into Excel via comma-separated values file (CSV) and I was very surprised to find out that QuickBooks only allows limited Excel import – you cannot import transactions but only lists of vendors and such.Īfter some poking around, I found out about ability to import transactions into mint using IIF files. My accountant prefers to get my financial data in QuickBooks format and I certainly prefer the ease and intuitiveness of Mint. However, one thing that I thought surely would come out of the acquisition would be ability to seamlessly trade data between the two applications. After it was acquired by Intuit, I was a bit worried, but it does look like Mint will replace QuickBooks online and not the other way around. For each row, MATCH it to an existing transaction already entered in QuickBooks or ADD the new transaction.I’ve been using for the last couple of years and I’ve found it to be an invaluable tool for personal (and business) finance management and visualization.

For bank account transactions, the Debit column refers to withdrawals and the Credit column refers to deposits.Date, Payee/Description, Debits (positive), Credits (positive).Date, Payee/Description, Amount (debits as negative, credits as positive), or.The CSV file must have a header row and these columns:.If importing a CSV file, you will have to map the columns from your transaction file to the corresponding fields in QuickBooks:.Click Next (at the bottom right) after each step.