Move SEE Finance data into QuickBooks on a Mac. Export a QIF from SEE Finance, convert it to a QBO Web Connect file, and import the transactions already reconciled.
No account needed for your first conversions. We never store your bank login.
To move SEE Finance data into QuickBooks, open the app on your Mac, choose File, then Export, then To QIF, pick the accounts and a date range, and save the file. Upload that QIF to the converter at the top of this page and download a .qbo Web Connect file, which QuickBooks Online and QuickBooks Desktop import as a bank feed. QuickBooks reads no SEE Finance document and no QIF, so the conversion is the step that connects the two.
Last updated July 2026. SEE Finance is a Mac first personal finance app from Scimonoce Software, currently sold as SEE Finance 3, a one time purchase rather than a subscription. Its QIF export is one of the more complete ones in the Mac category, which gives a SEE Finance user a cleaner route into QuickBooks than a Quicken for Mac user has, since Quicken for Mac has had no QIF export since 2007.
Most people making this move are Mac freelancers and small business owners who tracked everything in SEE Finance, personal and business together, and now need the business side in accounting software an accountant can open. Separating the two is worth doing before you import, not after, and the spreadsheet output is the easiest place to do it.
| SEE Finance export | Menu path | Covers | Use it for |
|---|---|---|---|
| QIF | File, Export, To QIF | Selected accounts across a date range, with categories and tags | Migrating to QuickBooks, after converting to QBO |
| CSV | File, Export, To CSV | Selected accounts as plain columns | A quick spreadsheet extract or a cleanup pass |
| QIF (investment account) | File, Export, To QIF | Adds the security list and historical prices | An Excel archive, not a QuickBooks import |
| SEE Finance document | Your Documents folder | Everything, in the app's own format | Nothing outside SEE Finance |
Built for the QIF files Quicken and finance tools actually export, checked before it exports.
The converter adds up the transactions it parsed and matches that to your file total before you export, so nothing is silently dropped.
Valid OFX 1.02 with QuickBooks Web Connect headers. Online and Desktop import it as a standard bank feed.
Date, payee, and amount are read straight from the QIF tags, so there is nothing to map and no layout to match.
Bulk upload for catch-up and cleanup work. Each file gets its own reconciliation check and its own exports.
Mixed date formats, apostrophe years, currency symbols, and split lines in a QIF are cleaned up and summed before the .qbo is built.
One conversion, three files: the .qbo for QuickBooks, an XLSX to review, and a CSV for everything else.
Three steps. No column-mapping wizard.
Drag in a .qif export from Quicken, your bank, or another finance tool. Any QIF type works.
Every transaction is parsed and checked against your file total. You see the rows before exporting.
Download the .qbo and import it as a Web Connect bank feed. Excel and CSV are in the same download.
The specifics that decide whether the import is clean. If your case is not here, message us in chat.
Open SEE Finance on your Mac and choose File, then Export, then To QIF. The app lets you select which accounts to include and set a starting and ending date before you export. Pick the accounts and range, save the .qif where you will find it, and you have a plain text copy of the register that other software can read. The export bundles your category list, tag list and the transactions for the accounts you chose.
Two practical notes. Set the date range deliberately instead of exporting your entire history, because you rarely want years of personal spending inside a business QuickBooks file. And confirm the saved file is not zero bytes before you quit SEE Finance, which is the cheapest possible check and catches a surprising number of failed exports. QIF export runs on the Mac app only, not the iPhone or iPad companion.
No. QuickBooks cannot open a SEE Finance document, and it cannot read QIF in any version, on Mac or Windows. QuickBooks Online and Desktop accept QBO Web Connect, QFX, OFX and CSV for bank transaction imports. So the working path is SEE Finance to QIF to QBO, and the QIF to QBO conversion is exactly what the tool at the top of this page does.
QuickBooks Desktop for Mac is no longer sold to new US subscribers, which caught out a lot of Mac bookkeepers. If you are moving off SEE Finance today on a Mac, QuickBooks Online is realistically the destination, and QBO Web Connect files import into it perfectly well from any browser.
No. SEE Finance is actively developed and sold as SEE Finance 3, a one time purchase of about $49.99 with a 30 day free trial, so this is not a dying app you have to flee. People usually move to QuickBooks not because SEE Finance stopped working, but because they started earning business income and now need double entry accounting, invoicing and reports a preparer can sign off on.
That distinction matters for how you migrate. You are not evacuating a database before it locks; you are copying the business accounts into an accounting system and, in most cases, keeping SEE Finance for personal budgeting. There is no rush and no need to move personal accounts you will keep tracking at home.
SEE Finance is personal finance software: budgeting, net worth, and investment tracking for a household or an individual. QuickBooks is double entry accounting built for businesses, with invoicing, sales tax, 1099s, payroll integration and an accountant view. If you file a Schedule C or a business return, you want the accounting system. If you are tracking a household or a personal portfolio, SEE Finance does that job well and for a single up front price.
Many Mac owners run both on purpose: SEE Finance for the personal budget and QuickBooks Online for the business books. The QIF conversion is what lets the business transactions you already recorded in SEE Finance land in QuickBooks without retyping them.
No, and you should not. Import the current fiscal year and the prior one into QuickBooks as live transactions, and keep older years as Excel or CSV archives. A business QuickBooks file loaded with a decade of personal spending produces reports nobody can use and makes the register slow to work in.
Set the date range when you export from SEE Finance, which is easier than trimming later. If you already exported everything, convert the QIF to Excel first, delete the rows outside your period and the personal accounts, then convert what remains to QBO. That is also the cleanest moment to split business from personal, before anything reaches the accounting system.
Banking style registers convert cleanly. Investment registers do not convert usefully to QBO or OFX, because those banking formats have no field for share quantities, prices per share or cost basis. SEE Finance actually exports that detail well in a QIF, including a security list and historical prices, so convert investment accounts to Excel instead, where every field survives, and keep them as an archive.
QuickBooks is not a portfolio tracker, so this is the normal outcome rather than a workaround. Bank and credit card activity goes into QuickBooks, investment history stays in a spreadsheet next to the year end broker statements, and your preparer works from both.
Go to Transactions, then Bank transactions, choose Upload from file, select the .qbo file, and map it to the right account. The rows land in the For Review tab exactly like a downloaded bank feed, with dates, amounts and descriptions intact. Because QBO carries a unique ID per transaction, re-importing an overlapping range does not create duplicates.
QuickBooks Online rejects uploads over 350 KB. That covers thousands of transactions, but a full multi year export can exceed it, in which case split the QIF by year before converting and upload oldest first. Full steps, including the common import errors, are on the QIF to QuickBooks Online page.
Compare the transaction count and ending balance in the SEE Finance register for your date range against the converted output. If both match, the migration is complete. Nothing in the QIF format warns you when an export clipped early or a hidden filter was left on the register, so this check is yours to run.
The converter reconciles what it parsed against the file's own totals and shows you that before the download, which is where a dropped split or a misread date shows up. Finding it at that point costs a minute. Finding it after the QuickBooks import means deleting transactions out of a live register instead.
Upload a QIF export, get a QuickBooks-ready .qbo back in seconds. No card to try it.
For the solo bookkeeper running a monthly close in QuickBooks.
USD / month
billed $288 yearly
For a firm or finance team converting across many clients and currencies.
USD / month
billed $888 yearly
For multi-bookkeeper firms managing many client books at scale.
USD / month
billed $2,988 yearly
