Quickbooks data to Quicken

Discussion in 'Quicken' started by Bill Allen, Nov 10, 2004.

  1. Bill Allen

    Bill Allen Guest

    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
     
    Bill Allen, Nov 10, 2004
    #1
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  2. Bill Allen

    Guest Guest

    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
     
    Guest, Nov 10, 2004
    #2
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  3. Bill Allen

    Guest Guest

    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
    Please reply to newsgroup
     
    Guest, Nov 10, 2004
    #3
  4. Bill Allen

    Bill Allen Guest

    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
    <> wrote in message
    news:n%pkd.61840$...
    > 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
    >
     
    Bill Allen, Nov 10, 2004
    #4
  5. Bill Allen

    John Pollard Guest

    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
    Please reply to newsgroup
     
    John Pollard, Nov 10, 2004
    #5
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