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Posted by John Pollard on September 18, 2006, 5:25 pm
Please log in for more thread options > "John Pollard" wrote:
>
>>If you are saying that you have already manually entered all
>>your credit card transactions before you download them, then I
>>see very little benefit to you of going to the trouble to
>>download and import a qif file of those transactions (which
>>can
>>be imported directly to a credit card account with a bit of
>>pre-import massaging of the qif file). The best you could get
>>from the work might be modification of the cleared status
>>("Clr") of your transactions from space to "c".
> John,
> Talk to me about this massaging technique. Right now if I try
> to
> import a QIF file Quicken tells me it can't be imported to a
> CC
> account. Assuming I do in fact manually enter transactions
> into Diners
> club account ..... are you saying I could "massage" this Qif
> file into
> behaving much like a download does with the "Match" .... "New"
> type of
> behavior and I click on the Accept button etc?
http://makeashorterlink.com/?Q11A5191D
Yes, I believe you should get the "New"/"Match" capability.
(With Web Connect or Direct downloads, you would also get the
"date posted", which can be useful, plus a guarantee that the
same transaction will not be eligible for download/import again,
as well as a guarantee that once a transaction has been matched,
it won't ever be a match candidate again. You get none of that
with qif file imports.)
> I always enter transactions as we charge them so that when I
> download
> (typically via direct connect or web connect) I can see then
> if things
> look correct and can accept them. Hopefully that makes sense.
--
John Pollard
First initial underscore Last name at mchsi dot com
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