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Posted by jo on January 14, 2007, 2:53 pm
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John,
You just gave me the incentive to solve a crippling problem in Quicken.
I did export the address book to EXCEL and while I couldn't quite tell
what the format was supposed to be, it was clear that there were things
out of place. I cleaned it up, took a deep breath, deleted my address
book (from a copy) and imported back. There was only one screwy
entry, which I fixed. Then going for the gold: I made a new invoice
for a non existant person and lo and behold, it saved properly. I am
in heaven. This has messed up my billing so badly that people are
annoyed, and I just haven't had the guts or time to experiment the way
I used to. You didn't even think it would work, but it did.
Obviously there was some corruption that Validate and Super Validate
couldn't detect. Who knows what, and I don't care!
Now as to the other issues: In my Portfolio view, it isn't that one
account is hidden or configured differently. All my accounts are in
the View, but only one shows 5 year returns. Both of them show 1, and
3 year returns. I can't think of what could cause this. Can you?
John Pollard wrote:
> jo wrote:
> > John Pollard wrote:
> >> jo wrote:
> >>
> >>> 3) This is a carryover from q2004 question. On my
> >>> portfolio I am seeing 5 year return figures for my
> >>> mutual funds but not for anything else that is held by a
> >>> different broker. I definitely have transactions
> >>> against many of these securities that date back past 5
> >>> years, particularly buys. Why isn't Quicken picking
> >>> this up?
> >>
> >> Make sure the account and the securities are selected
> >> for the display/report. (On the Portfolio tab, every
> >> "View" has its own customization.)
> >
> > It's one View for the entire portfolio, so I would assume
> > that the options I've selected that allow me to see 5
> > year returns on one brokerage would apply to the other.
>
> No. Each account can be selected to appear/not-appear in each
> Portfolio tab view. Customize the view (Options > Customize
> this view), and look in the account list.
>
> > Correct me if I've missed something. (if it matters,
> > this is not a report. I just go to Portfolio). The view
> > has been my customized view for years. Is it possible
> > that Quicken is interpreting the length of time I've had
> > this particular brokerage as the holding time for the
> > securities within it? That would seem very illogical, but
> > it's a little too coincidental to ignore that I'm just
> > short of the 5 year mark with this brokerage. I
> > transfered many long term holdings into it.
> >
> >
> >>
> >>> 4) Another big carryover problem. Ihave been unable to
> >>> invoice new clients for many months now. I hoped the
> >>> problem would go away in Q2006, but it remains. If a
> >>> client had been sucessfully added and invoiced at a
> >>> certain point, which I can't identify, i can invoice
> >>> them, but no new clients can be added. When I make the
> >>> invoice up and click Save and Done, I get into a loop
> >>> that says something like Name already in the address
> >>> book, press Update to modify. Doing the latter, even
> >>> though it shouldn't be necessary in the first place,
> >>> brings me back to the same screen. There is no way to
> >>> exit it except to cancel and cancel the invoice.
> >>> Intuitively I felt there must be some corruption in the
> >>> address book, but Validation and Super Validation have
> >>> not found it. Has anyone ever heard of this problem or
> >>> have a suggestion for how I can trouble shoot it?
> >>> Sending the problem to Intuit has gotten me nothing but
> >>> canned answers having nothing to do with the problem and
> >>> finally the suggestion to Super Validate. Can I try
> >>> anything else?
> >>
> >> Have you tried entering the new customer in the address
> >> book before you try entering an invoice for them?
> >>
>
> > Yes. Same problem
>
> You're saying that when you try to add a new name to the Address
> Book, you get a message saying that name is already in the
> Address Book?
>
> Does the same thing happen if you add another type of
> name/address (Vendor, QuickFill, etc.)?
>
> How many entries do you have in your Address Book. (Open the
> address book and display the "Group", "<All Groups>" ... the
> count is alongside the "<All Groups>" choice.)
>
> >> I was going to also suggest exporting/deleting/importing
> >> your address book, but in my testing today (Q2004H&B), I
> >> have been unable to export the address book. I know it
> >> can be done, I have a couple of old .csv files sitting
> >> on my hard drive from previous exports ... but was
> >> unsuccessful this morning.
>
>
> > I did export from Q2004H&B once to something, forget
> > what, but it didn't show me anything. I suspect the
> > ramifications of trying to delete the address book would
> > stop me. Wouldn't Quicken balk at deleting any name
> > currently referenced by an invoice? That would be my
> > assumption, but I haven't tried it.
>
>
> >> You can "print" the address book to a tab delimited file
> >> and Quicken will import a tab delimted file into the
> >> address book ... but I think you would have to be
> >> extremely careful about the formatting of the report and
> >> the subsequent import.
> >>
> >> If planning to try this, I would definitely backup first.
> >
>
> > I haven't taken this further because of my suspicions
> > that even if I could export/import, I wouldn't be able to
> > successfully delete.
>
> Quicken doesn't seem to care.
>
> > I'm not sure that Quicken could
> > relink an imported address book with the invoices that
> > reference the clients.
>
> I didn't test this, but you can. The names are going to be
> spelled the same, so it should be possible. Nothing ventured,
> nothing gained. (I honestly don't place a high probabilty on it
> solving your problem, but if the results aren't satisfactory,
> you just revert to your backup.)
>
> > Again, I haven't tried this and
> > definitely would backup first.
> >
> > What about the file size, John? Is that dramatic
> > reduction inthe QDF file betwen 2004 and 2006 to be
> > expected?
>
> My conversion was from Q2005 (and Q2002, as well); I never even
> looked at the differences between file sizes, so I have no idea
> what to expect. I also never noticed any problems. I should
> add that I did not convert from, or to, a Home & Business
> version of Quicken: the main conversion was from Q2005 Deluxe to
> Q2006 Premier. I only have Q2004H&B around because I wanted to
> see if I could use a H&B version ... decided I didn't need it.
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
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