moving data from quickbooks online to moneydance
Scott Howard
What are the steps to moving from quickbooks online to moneydance?
Thanks!
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1 Posted by dtd on Feb 04, 2022 @ 08:39 PM
just a user - quickbooks is more of a business accounting program vs. personal, and doesn't have a specific methodology to move to moneydance.
There are a few thoughts to move some things over, but I'll let others contibute information about that - but you can't move everything from quickbooks over, nor is it intended to do so.
Quicken and other personal finance software can be moved over fairly well if those programs can produce QIF files.
2 Posted by BH admin on Feb 04, 2022 @ 08:41 PM
Thanks!
When I export data from quickbooks online it only gives me .xls files and that is it.
Scott
3 Posted by dwg on Feb 04, 2022 @ 08:50 PM
I'm a fellow user.
Moving from Quickbooks to anything else is likely to be difficult. I have made some notes over the years, but they do not make pretty reading, I've included what I have below:
Migrating from QuickBooks 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 is 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.
In summary it is likely that it would require some work to move data from QuickBooks to any other program.
System closed this discussion on May 06, 2022 @ 09:00 PM.