There is not really a good solution for this. They both would have the same balance, but different transactions. you and your spouse), Mint shows it as two separate accounts. If you have more than once Credit Card for the same account (i.e.As a workaround, you can edit the CSV file exported by Mint and remove transactions that have been already imported. Multiple IIF Imports: Despite assigning unique IDs to transactions in the IIF file, if you import an IIF file into QuickBooks more than once, all transactions will be duplicated.Since I am making some logical leaps with this amount matching logic, I included a feature to ignore credit card payments and transfers (disabled via checkbox), such that they can be manually entered. Otherwise, it stores the transaction until the 2nd part is found. If it has, all the data are available to create a QuickBooks entry. When ccQuickMint sees a transfer/cc payment transaction, it checks if it already has a counter transaction for the same amount. Since these transactions do not necessarily follow each other in Mint’s export file, this was a tiny bit of a challenge. In other words, when ccQuickMint encounters a transaction like: However, for transfers and CC payments two transactions are needed to be matched together (as opposed to in a typical expense, where a single transaction contains all the needed info). (If you have other transfer style categories you will have to rename them for the time being to either exactly ‘transfer’ or exactly ‘credit card payment’). 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. 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.

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