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Can standard Quicken import data set from Home & business?

 

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Can standard Quicken import data set from Home & business? GC 03-18-2007
Posted by GC on March 18, 2007, 1:05 pm
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I currently have Quicken Home & Business 2003 & now use Quickbooks 2003 just
for for business.

But want to still manage my home finances without the extra expense of the
Home & Business version & just use regular Quicken.

Can I import the Home & Business data set to regular Quicken? I don't mind
if I don't get the business related data to translate.

What can I expect to happen?

Gary



Posted by John Pollard on March 20, 2007, 3:55 pm
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GC wrote:
> I currently have Quicken Home & Business 2003 & now use
> Quickbooks 2003 just for for business.
>
> But want to still manage my home finances without the
> extra expense of the Home & Business version & just use
> regular Quicken.

There are 3 "lesser" versions of Quicken below H&B: Premier,
Deluxe, and Basic.

> Can I import the Home & Business data set
> to regular Quicken?

Yes.

There is no "import"; no separate step is required. Quicken
knows what to do and does it. (I am speaking of going from
Q2004 H&B to Q2006 Premier specifically ... I can't tell you if
there was ever anything different required in other earlier
versions.)

> I don't mind if I don't get the business related data to
> translate.
> What can I expect to happen?

Your old business accounts will become the most appropriate
non-business type account. Business checking will become
regular checking. Customer Invoices will become an Asset
account. Business Bills will become a Liability account.
Naturally things like business forms (for Invoices, for example)
are no longer available. Business reports are no longer
available.

--
John Pollard
First initial underscore Last name at mchsi dot com
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