You can’t convert an investment account from CSV or Excel format. Once you have an account setup you can run the conversion entirely from the command line with these exceptions. If this web page doesn’t come up for any reason, you can do this manually by going to the Request Additional License File web page. Note you will need the User Id created for you from the purchase license to complete this request.
If you have purchased ImportQIF and need to install on another machine, or if something changes on your machine and the license is no longer valid, you can use Licensing. to take you to the right web page and to fill in the computer code automatically. It is quite long, so you should use the Licensing. The license of ImportQIF locks into a given machine so it needs to generate a computer code key that is used while purchasing an ImportQIF license. If the Run Tab has no buttons you need to go to the Setup Tab and set them up there. Please note that conversion of CSV/Excel and OFX/QFX files is an advanced option that requires purchasing a license after the trial period.
Since ImportQIF never sets itself up for handling Excel files you will have to use the File -> Open menu in ImportQIF or you can use the Open With… menu available in Windows Explorer and in some web browsers, or the drag and drop on the ImportQIF shortcut. You can also drag and drop the file to be converted on the ImportQIF shortcut on your desktop. This file can be loaded in either from the File -> Open… menu on ImportQIF or when you open a QIF/CSV/OFX/QFX file in your web browser or Windows Explorer if you have set ImportQIF as the default file handler for that file type. You have your accounts on the Setup tab, but have not yet loaded in the QIF/CSV/Excel/OFX/QFX file to be converted.
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