tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/18715-import-excel-filesInfinite Kind: Discussion 2021-07-12T22:20:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/491381552021-04-12T22:10:37Z2021-04-12T22:10:37Zimport excel files<div><p>I'm a fellow user.</p>
<p>Importing excel data and importing from Quickbooks are very different propositions.</p>
<p>Starting with Excel, you would save a CSV file as Moneydance can import tables into Non-investment accounts and a CSV file is basically a table.</p>
<p>The CSV file must have a consistent format however, each row is a record and all fields are present and in the same place in each record, with CSV files this would usually mean data is present or a comma is there to indicate no data. I do not believe it would work with a transaction spread across lines.</p>
<p>Quickbooks is a problem, it does not output to QIF files which is the preference, it only supports IIF format which does not export journal entries.</p>
<p>Quickbooks does create reports which can be printed to a file selecting the Excel file type, thus you can potentially get a CSV file, but how useful this file is depends on the format, it may be suitably structured or the data may need manipulation to get it into a viable structure. I have never seen a file from Quickbooks to be able to make a judgement call on this.</p>
<p>With CSV files in generally you have a few options, there is the inbuilt importer, there is a user written importer which has more options or you can use a macro in Excel to create a QIF file from the data. The viability and suitability of any of these depends entirely on the data structure.</p></div>dwg