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Quickbooks data to Quicken

 
 
Bill Allen
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      11-10-2004, 05:26 AM
I've seen several sources where I can import Quicken data into Quickbooks,
but nothing the other way around.

I've used Quickbooks for years for my small business and Quicken for my
personal finances. Over the years, I'm using fewer and fewer Quickbook
features. I'm doing timecards with Excel and using Access for all my
reports, including A/R. Anyway, I've come to the conclusing it would be nice
not to have to keep upgrading two programs when one will do. Also,
downloading transactions is a lot easier and more available (sic?) with
Quicken to Quickbooks.

My only problem (so far) is the daunting task of moving data from Quickbooks
to Quicken.

Are there any tools out there that will help me do this?

The only thing I've thought about is printing my register to Excel then
importing that data file into Quicken. I haven't actually done this yet. It
just sounds too easy.

Any other thoughts?

Thanks,

Bill


 
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      11-10-2004, 03:01 PM
Bill Allen wrote:
> I've seen several sources where I can import Quicken data into
> Quickbooks,


Not directly. There may be some third party software that will
convert QIF to IIF, but QuickBooks doesn't import (or export)
QIF files.


> but nothing the other way around.


> I've used Quickbooks for years for my small business and
> Quicken for my personal finances. Over the years, I'm using
> fewer and fewer Quickbook features. I'm doing timecards with
> Excel and using Access for all my reports, including A/R.
> Anyway, I've come to the conclusing it would be nice not to
> have to keep upgrading two programs when one will do. Also,
> downloading transactions is a lot easier and more available
> (sic?) with Quicken to Quickbooks.
> My only problem (so far) is the daunting task of moving data
> from Quickbooks to Quicken.
>
> Are there any tools out there that will help me do this?
>
> The only thing I've thought about is printing my register to
> Excel then importing that data file into Quicken. I haven't
> actually done this yet. It just sounds too easy.
>
> Any other thoughts?


I think you have found the only way (assuming you have a Quicken
version earlier than Q2005 ... otherwise, the road will be very
rough or even impassible). While Quicken won't import Excel
data, it will import QIF files.

Look here

http://xl2qif.chez.tiscali.fr/links_en.php

for the free Excel macro "xl2qif". This macro will allow you to
create a QIF file from Excel data.


--
John Pollard
First Last at Bellsouth dot net
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      11-10-2004, 03:07 PM
(E-Mail Removed) wrote:
> Bill Allen wrote:
> > I've seen several sources where I can import Quicken data
> > into
> > Quickbooks,

>
> Not directly. There may be some third party software that
> will
> convert QIF to IIF, but QuickBooks doesn't import (or export)
> QIF files.
>
>
> > but nothing the other way around.

>
> > I've used Quickbooks for years for my small business and
> > Quicken for my personal finances. Over the years, I'm using
> > fewer and fewer Quickbook features. I'm doing timecards with
> > Excel and using Access for all my reports, including A/R.
> > Anyway, I've come to the conclusing it would be nice not to
> > have to keep upgrading two programs when one will do. Also,
> > downloading transactions is a lot easier and more available
> > (sic?) with Quicken to Quickbooks.
> > My only problem (so far) is the daunting task of moving data
> > from Quickbooks to Quicken.
> >
> > Are there any tools out there that will help me do this?
> >
> > The only thing I've thought about is printing my register to
> > Excel then importing that data file into Quicken. I haven't
> > actually done this yet. It just sounds too easy.
> >
> > Any other thoughts?

>
> I think you have found the only way (assuming you have a
> Quicken
> version earlier than Q2005 ... otherwise, the road will be
> very
> rough or even impassible). While Quicken won't import Excel
> data, it will import QIF files.
>
> Look here
>
> http://xl2qif.chez.tiscali.fr/links_en.php
>
> for the free Excel macro "xl2qif". This macro will allow you
> to
> create a QIF file from Excel data.


Forgot to add: if you should decide to use xl2qif, the sequence
in which you specify the "Fields present in Input Data" is
critical, you must specify (click to check) the fields in the
order of their presence in the Excel file, left to right.

--
John Pollard
First Last at Bellsouth dot net
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Bill Allen
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      11-10-2004, 05:15 PM
John -

Thanks for the reference.

Are you implying that Quicken 2005 won't work with this technique?
(that's what I've got)

Thanks,

Bill
<(E-Mail Removed)> wrote in message
news:n%pkd.61840$(E-Mail Removed). ..
> Bill Allen wrote:
>> I've seen several sources where I can import Quicken data into
>> Quickbooks,

>
> Not directly. There may be some third party software that will convert
> QIF to IIF, but QuickBooks doesn't import (or export) QIF files.
>
>
>> but nothing the other way around.

>
>> I've used Quickbooks for years for my small business and
>> Quicken for my personal finances. Over the years, I'm using
>> fewer and fewer Quickbook features. I'm doing timecards with
>> Excel and using Access for all my reports, including A/R.
>> Anyway, I've come to the conclusing it would be nice not to
>> have to keep upgrading two programs when one will do. Also,
>> downloading transactions is a lot easier and more available
>> (sic?) with Quicken to Quickbooks.
>> My only problem (so far) is the daunting task of moving data
>> from Quickbooks to Quicken.
>>
>> Are there any tools out there that will help me do this?
>>
>> The only thing I've thought about is printing my register to
>> Excel then importing that data file into Quicken. I haven't
>> actually done this yet. It just sounds too easy.
>>
>> Any other thoughts?

>
> I think you have found the only way (assuming you have a Quicken version
> earlier than Q2005 ... otherwise, the road will be very rough or even
> impassible). While Quicken won't import Excel data, it will import QIF
> files.
>
> Look here
>
> http://xl2qif.chez.tiscali.fr/links_en.php
>
> for the free Excel macro "xl2qif". This macro will allow you to create a
> QIF file from Excel data.
>
>
> --
> John Pollard
> First Last at Bellsouth dot net
> Please reply to newsgroup
>



 
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John Pollard
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      11-10-2004, 05:32 PM
Bill Allen wrote:
> John -
>
> Thanks for the reference.
>
> Are you implying that Quicken 2005 won't work with this
> technique? (that's what I've got)
>
> Thanks,


I don't have Q2005 (well that's not quite true, I just got a
copy from USAA, but I am not prepared to install it yet as it
wants to uninstall my other Quicken versions, and I'm not ready
to deal with that at the moment); so I can not tell you just
what your "conversion" experience will be. But Q2005 will not
import QIF files to checking, savings, or investment accounts.
(It will import to credit-card, cash, asset and liability
accounts). This could be a significant impediment to a
conversion via QIF.

We have been having some discussions in this group on the
subject and there seem to be two possible "workarounds", either
of which could present problems of its own.

One workaound has you importing into a cash account, say, then
selecting all the transactions in the cash account, then using
"cut" and "paste" to move them to the desired checking or
savings account. Q2005 is the first version of Quicken to allow
the selection of multiple transactions for cut/copy/paste; good
timing for this problem. (This approach obviously will not work
for investment accounts).

An alternative approach requires that you have access to a
pre-Q2005 version of Quicken. You would import your QIF file(s)
into a pre-Q2005 Quicken data fileset, then have Q2005 convert
that fileset to Q2005 format, then use the "cut"/"paste"
approach to cut the transactions from each converted-Q2005
account and paste them into the corresponding pre-existing Q2005
account. Cumbersome at best - though QIF files were always
cumbersome, and at their worst when one attempted to convert or
copy an entire Quicken fileset. (If you use this technique in
the very near future, you may well be the first to actually try
it - a guinea pig, so to speak ... if you wait a while, I may
get around to testing it myself. ).

--
John Pollard
First Last at Bellsouth dot net
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