[email protected] writes:
>
>
>Can't you export (i.e. one of the "Print" choices in my Quicken 2002) to
>a Lotus *.prn (i.e. Comma Delimited Format) and then import into Excel.
>That's what I do. Or, maybe Quickbooks doesn't do that?
Yes, QuickBooks does that. He needs to go to the export menu and has a
list of things to export, then a choice of what format for the export.
At work, I export in that manner all the time, usually the customer
database and the items for sale listing. Then I import into FileMaker and
format them into whatever "design" we want the to display. QuickBooks
even exports the notes from the notepad in the customers' accounts. In
fact, we will soon be changing to a FileMaker database for our accounting
program to be able to get more relevant information without going to
multiple reports. It can be set up to display whatever info we want
displayed by simply typing the customer number (order history, suggested
re-order date, vendor job numbers, etc.). FileMaker is a powerful program
and can be as simple or as complex as one wants. Additionally, it is
multi-user with specific things allowed to particular users (password
protected). Interestingly, it's not that difficult to use and can even be
set up to give the data entry person specific directions.
I usually use FileMaker as an in-between to import into a spreadsheet.
Mostly to "clean it up" so I'm only dealing with the fields and items that
are relevant.
If OP wants more detail about exporting from QuickBooks, email me and I
will provide directions with screen prints (have written many computer
software instruction manuals for beginners).
Glenna
In article <[email protected]>,
Tim Douglass <[email protected]> wrote:
>On Mon, 31 Jan 2005 22:58:41 -0800, [email protected] (Glenna Rose)
>wrote:
>
>>[email protected] writes:
>>>
>>>
>>>Can't you export (i.e. one of the "Print" choices in my Quicken 2002) to
>>>a Lotus *.prn (i.e. Comma Delimited Format) and then import into Excel.
>>>That's what I do. Or, maybe Quickbooks doesn't do that?
>>
>>Yes, QuickBooks does that. He needs to go to the export menu and has a
>>list of things to export, then a choice of what format for the export.
>
>On the contrary. The only things you can export from the "export"
>menu are lists and addresses. There is no option to export transaction
>data into a spreadsheet to produce useable reports.
Absolutely _correct_!!
However, "somebody" (I forget who, unfortunately) has software that will
take the 'transaction journal' "report" and re-process it into transaction
'import' data.
This is about the _only_ way I know of to re-capture input that was keyboarded
directly into QuickBooks.
In article <[email protected]>,
Tim Douglass <[email protected]> wrote:
>On Wed, 02 Feb 2005 17:30:06 -0000, [email protected]
>(Robert Bonomi) wrote:
>
>>In article <[email protected]>,
>>Tim Douglass <[email protected]> wrote:
>>>On Mon, 31 Jan 2005 22:58:41 -0800, [email protected] (Glenna Rose)
>>>wrote:
>>>
>>>>[email protected] writes:
>>>>>
>>>>>
>>>>>Can't you export (i.e. one of the "Print" choices in my Quicken 2002) to
>>>>>a Lotus *.prn (i.e. Comma Delimited Format) and then import into Excel.
>>>>>That's what I do. Or, maybe Quickbooks doesn't do that?
>>>>
>>>>Yes, QuickBooks does that. He needs to go to the export menu and has a
>>>>list of things to export, then a choice of what format for the export.
>>>
>>>On the contrary. The only things you can export from the "export"
>>>menu are lists and addresses. There is no option to export transaction
>>>data into a spreadsheet to produce useable reports.
>>
>>Absolutely _correct_!!
>>
>>However, "somebody" (I forget who, unfortunately) has software that will
>>take the 'transaction journal' "report" and re-process it into transaction
>>'import' data.
>>
>>This is about the _only_ way I know of to re-capture input that was keyboarded
>>directly into QuickBooks.
>>
>Now *THAT* is a program I could use. Anyone have any ideas? QB says
>there ain't no such beast.
Correct. Intuit does *not* offer any such. It's their intent to keep you
'locked in' to _their_ system.
Google for "Quickbooks transaction export" for some third-party solutions.
On Mon, 31 Jan 2005 22:58:41 -0800, [email protected] (Glenna Rose)
wrote:
>[email protected] writes:
>>
>>
>>Can't you export (i.e. one of the "Print" choices in my Quicken 2002) to
>>a Lotus *.prn (i.e. Comma Delimited Format) and then import into Excel.
>>That's what I do. Or, maybe Quickbooks doesn't do that?
>
>Yes, QuickBooks does that. He needs to go to the export menu and has a
>list of things to export, then a choice of what format for the export.
On the contrary. The only things you can export from the "export"
menu are lists and addresses. There is no option to export transaction
data into a spreadsheet to produce useable reports. You can export a
report - and if you have Excel (and only Excel) installed on your
system you can export it directly into the spreadsheet, where you can
format it cleanly. Without Excel installed on that system you must
export to a comma delimited file and import into your spreadsheet,
which works, but requires considerable re-working to format the data
again.
The fundamental problem is that QB doesn't have an effective reporting
feature and uses a proprietary data format so that it is impossible to
use something like Crystal Reports to generate reports.
>If OP wants more detail about exporting from QuickBooks, email me and I
>will provide directions with screen prints (have written many computer
>software instruction manuals for beginners).
As a former software engineer with more than 15 years experience, much
of which was spent designing and developing generalized and custom
accounting applications I've really got a pretty fair grasp on all
this, but Intuit has made decisions that baffle me from both a
software design point of view and a bookkeeper/accountant point of
view. I'm not a fan of their software, but so far no one has really
risen up to challenge them in terms of total functionality and price.
Those that do a better job are either horribly expensive or almost
roll-your-own, and I'm out of that business and not going back.
Tim Douglass
http://www.DouglassClan.com
On Wed, 02 Feb 2005 17:30:06 -0000, [email protected]
(Robert Bonomi) wrote:
>In article <[email protected]>,
>Tim Douglass <[email protected]> wrote:
>>On Mon, 31 Jan 2005 22:58:41 -0800, [email protected] (Glenna Rose)
>>wrote:
>>
>>>[email protected] writes:
>>>>
>>>>
>>>>Can't you export (i.e. one of the "Print" choices in my Quicken 2002) to
>>>>a Lotus *.prn (i.e. Comma Delimited Format) and then import into Excel.
>>>>That's what I do. Or, maybe Quickbooks doesn't do that?
>>>
>>>Yes, QuickBooks does that. He needs to go to the export menu and has a
>>>list of things to export, then a choice of what format for the export.
>>
>>On the contrary. The only things you can export from the "export"
>>menu are lists and addresses. There is no option to export transaction
>>data into a spreadsheet to produce useable reports.
>
>Absolutely _correct_!!
>
>However, "somebody" (I forget who, unfortunately) has software that will
>take the 'transaction journal' "report" and re-process it into transaction
>'import' data.
>
>This is about the _only_ way I know of to re-capture input that was keyboarded
>directly into QuickBooks.
>
Now *THAT* is a program I could use. Anyone have any ideas? QB says
there ain't no such beast.
Tim Douglass
http://www.DouglassClan.com