Import QB files

Phil White's Avatar

Phil White

12 Dec, 2021 11:42 PM

Is it possible to import from QB which I have been using for years?

  1. 1 Posted by dwg on 13 Dec, 2021 12:25 AM

    dwg's Avatar

    I'm a fellow user.

    I looked for Quickbooks migration information some time ago.

    My research indicated that migrating from QuickBooks to any other program is a problem, Intuit does not really want you to move away so they do not provide the tools that readily allow it. QuickBooks is also primarily a business accounting program so it is not really comparable to Moneydance.

    QuickBooks does not allow exporting to QIF, which is the main format that is used to migrate between software programs. Only the Intuit Interchange Format (IIF) is supported.

    An IIF to QIF converter will not solve the problem either, as journal entries cannot be exported in IIF format, only lists are exportable.

    A somewhat viable way to overcome this problem seems to be to set up a journal report, to show all journal entries. Print the report using the "print to file" option. Set the file type to Excel before printing. Rename the extension of the resulting file from PRN to CSV.

    The CVS importer in Moneydance may be able to handle this file but this is unknown as we have no experience with QuickBooks and have not found any references about the files produced, or seen a sample from QuickBooks.

    You may be able to use the XL2QIF Excel macro that is available to convert the CSV files to QIF. The CSV file may need to be reorganized to generate the appropriate format for the macro to work, such as separating check accounts from term deposits, etc. The above referenced Excel macro supports split transactions.

    If we were able to see a print file from Quickbooks that would likely tell us how viable it would be to take this approach.

    In summary it is likely that it would require some work to move data from QuickBooks to any other program, just how much work I cannot say.

  2. System closed this discussion on 14 Mar, 2022 12:30 AM.

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