Can I import my company file from quick books to money dance?

stephen schwartz's Avatar

stephen schwartz

19 Jul, 2016 11:43 PM

Is there a way I can import my chart of accounts and transactions from quickbooks directly into money dance without having to record each transaction. Is it easier if I waited till the end of the tax year of the company?

  1. 1 Posted by Ben Spencer on 20 Jul, 2016 01:14 AM

    Ben Spencer's Avatar

    No, I am sorry there is no mechanism to export data from Quickbooks in a format that Moneydance can read.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Stephen Schwart... on 20 Jul, 2016 02:31 AM

    Stephen Schwartz's Avatar

    Although its not good news, I appreciate the prompt reply. At least I know what I have to do.

    One last thought, could I export the file from QB to excel or cvs format and then bring it into Moneydance?

  3. Support Staff 3 Posted by Jenny on 20 Jul, 2016 11:31 AM

    Jenny's Avatar

    Hi Stephen,

    Moneydance is able to import CSV files with the use of an extension. However, you should be aware that using this file format may result in some data missing after the import. The CSV format is essentially a flat table of rows and columns. It is very versatile and it is not specifically designed to contain financial information, which means the import process for CSV files is much more involved that any other standard format.

    The 'Text File Importer' extension allows you to specify which columns in a CSV file should correspond to which fields in a Moneydance transaction. This can be installed within Moneydance by navigating to Extensions --> Manage Extensions. You can then follow the steps in this article which details how to import a CSV file.

    Infinite Kind Support

  4. 4 Posted by Stephen Schwart... on 20 Jul, 2016 03:21 PM

    Stephen Schwartz's Avatar

    Hi Jenny,

    Thanks. I am not sure I am up to trying this, but if I do and it does not work, is there a way that I can delete the company I set up in Moneydance so I can start all over?


    Sent from my iPad

  5. Support Staff 5 Posted by Jenny on 21 Jul, 2016 10:33 AM

    Jenny's Avatar

    Hi Stephen,

    Within Moneydance you can navigate to File --> New, to create a new blank data set. You can switch between your data by selecting File --> Open, where your data sets will be listed.
    Once your data has been imported correctly, you can follow these steps to delete an unwanted data set.

    Infinite Kind Support

  6. 6 Posted by Stephen Schwart... on 21 Jul, 2016 03:42 PM

    Stephen Schwartz's Avatar

    Many thanks

    Sent from my iPad

  7. Ethan closed this discussion on 21 Jul, 2016 05:26 PM.

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