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Importing QIF files

 

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Subject Author Date
Importing QIF files JIP 07-15-2008
Posted by John Pollard on July 15, 2008, 6:47 pm
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JIP wrote:
>> JIP wrote:
>>> Hi - I just tried importing a credit card QIF file (201K),
>>> created
>>> from from Quicken 2000, into 2008 Home & Business, and
>>> although
>>> there is an option to import QIF files, when I get to the
>>> "QIF
>>> import" dialogue box, I can select the QIF file, but under
>>> "Quicken
>>> account to import into" the only option is "all accounts",
>>> and to
>>> the right of that there is a message that QIF import is not
>>> available for various account types.
>>> Am I doing/understanding something wrong? Why have a QIF
>>> import
>>> option, only to be told it doesn't work?
>>
>> There is a QIF import option because it does work ... for
>> certain
>> account types, as the "message" said (the message also tells
>> you
>> which accounts you can no longer import QIF files into).
>>
>> Starting with Q2005, QIF file imports have been restricted; a
>> subject
>> disussed probably more than any other Quicken subject.
>>
>> Create a dummy "cash" (or "liability") account, import the
>> QIF file
>> to that account, select all the transactions in the dummy
>> account
>> (as you would select a group of files in Windows Explorer),
>> and use
>> "Edit > Transaction > Move Transaction" or "Edit >
>> Transaction >
>> Cut/Paste Transaction" to put the transactions into the
>> desired
>> credit card account.

> Thanks John - I had googled all around this issue and got
> lost. I
> just tried your process with a QIF file from one of the
> accounts in
> my old file. It sort of worked, but the dates are all to pot,
> and the
> data itself isn't accurate.

The process I suggested will not have any affect on transaction
dates. If you are seeing a problem with transaction dates it
means that the pc where you are importing has a different System
Date Format than the pc from which you exported.

You can correct the problem by modifying the System Date Format
on the "from" pc and re-exporting ... or getting the free Excel
macro "xl2qif" (Google for it), importing your QIF file into
Excel using that macro, then using the macro to change the date
format while you export to a new QIF file, then import that new
QIF file into Quicken.

> I think I'll just start over and archive the old stuff. My
> next
> problem though is that my new computer is based on 64 bit
> Vista, and
> although everything else seems to work, I can't print anything
> or
> even get into printer options. Been Googling on that as well,
> with
> no real answers yet.

If you are having printing problems, and you are moving from
Windows XP to Windows Vista; the most likely cause is printer
driver problems. In some cases, you can use an older driver for
your printer and overcome the problem (check with your printer
manufacturer - HP has already recommeded this for some of their
printers) ... until the printer manufacturer gets their current
printer driver to work correctly with Vista.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by John Pollard on July 15, 2008, 6:51 pm
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John Pollard wrote:

> If you are having printing problems, and you are moving from
> Windows XP to Windows Vista; the most likely cause is printer
> driver problems.

The above statement should not be qualified by any specific
"from" operating system.

If Vista is a "different" operating system from the os you had
before, your printing problem is "most likely" to be a printer
driver problem.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by JIP on July 15, 2008, 7:13 pm
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> JIP wrote:
>>> JIP wrote:
>>>> Hi - I just tried importing a credit card QIF file (201K), created
>>>> from from Quicken 2000, into 2008 Home & Business, and although
>>>> there is an option to import QIF files, when I get to the "QIF
>>>> import" dialogue box, I can select the QIF file, but under "Quicken
>>>> account to import into" the only option is "all accounts", and to
>>>> the right of that there is a message that QIF import is not
>>>> available for various account types.
>>>> Am I doing/understanding something wrong? Why have a QIF import
>>>> option, only to be told it doesn't work?
>>>
>>> There is a QIF import option because it does work ... for certain
>>> account types, as the "message" said (the message also tells you
>>> which accounts you can no longer import QIF files into).
>>>
>>> Starting with Q2005, QIF file imports have been restricted; a subject
>>> disussed probably more than any other Quicken subject.
>>>
>>> Create a dummy "cash" (or "liability") account, import the QIF file
>>> to that account, select all the transactions in the dummy account
>>> (as you would select a group of files in Windows Explorer), and use
>>> "Edit > Transaction > Move Transaction" or "Edit > Transaction >
>>> Cut/Paste Transaction" to put the transactions into the desired
>>> credit card account.
>
>> Thanks John - I had googled all around this issue and got lost. I
>> just tried your process with a QIF file from one of the accounts in
>> my old file. It sort of worked, but the dates are all to pot, and the
>> data itself isn't accurate.
>
> The process I suggested will not have any affect on transaction dates. If
> you are seeing a problem with transaction dates it means that the pc where
> you are importing has a different System Date Format than the pc from
> which you exported.
>
> You can correct the problem by modifying the System Date Format on the
> "from" pc and re-exporting ... or getting the free Excel macro "xl2qif"
> (Google for it), importing your QIF file into Excel using that macro, then
> using the macro to change the date format while you export to a new QIF
> file, then import that new QIF file into Quicken.
>
>> I think I'll just start over and archive the old stuff. My next
>> problem though is that my new computer is based on 64 bit Vista, and
>> although everything else seems to work, I can't print anything or
>> even get into printer options. Been Googling on that as well, with
>> no real answers yet.
>
> If you are having printing problems, and you are moving from Windows XP to
> Windows Vista; the most likely cause is printer driver problems. In some
> cases, you can use an older driver for your printer and overcome the
> problem (check with your printer manufacturer - HP has already recommeded
> this for some of their printers) ... until the printer manufacturer gets
> their current printer driver to work correctly with Vista.
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
Thanks again John - I'll try the date options, but am about to go away for a
couple of days so there will be a delay.

The printer issue doesn't seem to be to do with drivers - every single other
programme prints fine. In the Quicken Printer setup options I just get a
message "Unable to verify the active printer at system level" - There are
lots of references to Quicken 2008 not printing properly with Vista 64 bit.
But could you give me a link to the HP recommendation that you mention
please.




Posted by John Pollard on July 15, 2008, 8:33 pm
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JIP wrote:

> Thanks again John - I'll try the date options, but am about to
> go
> away for a couple of days so there will be a delay.

> The printer issue doesn't seem to be to do with drivers -
> every
> single other programme prints fine.

Printer driver problems do not always affect all applications;
it depends on what printer capabilities the application attempts
to use (and how it attempts to use those capabilities).

[Does your use of the word "programme" indicate that you are
using a non-US version of Quicken? This could also be a source
of the date format problem.]

> In the Quicken Printer setup
> options I just get a message "Unable to verify the active
> printer at
> system level" - There are lots of references to Quicken 2008
> not
> printing properly with Vista 64 bit.

> But could you give me a link to
> the HP recommendation that you mention please.

You can contact HP at their web site for the most useful
information about solving problems that may have to do with
their printers/printer-drivers. {Generally, I think the
"solution" amounts to reverting to an "earlier", more generic
version of the printer driver.]

Here is a link to a conversation that mentions switching to
alternate HP printer drivers for printing problems in Visa.

http://tinyurl.com/6eyou7

There are many more such conversations (in the Intuit forums ...
and probably in this newsgroup), if you search for them.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by John Pollard on July 16, 2008, 9:18 am
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John Pollard wrote:
>
> Here is a link to a conversation that mentions switching to
> alternate HP printer drivers for printing problems in Visa.

That should have read, "... printing problems in Vista".

> http://tinyurl.com/6eyou7

I think you should also try renaming WPR.DAT.

1.. Right-click the Windows Start button, and select Explore.
2.. Select the Organize menu, and select Folder and Search
Options.
3.. Click the View tab and select Show hidden files and
folders.
4.. Click OK.
5.. Double-click Local Disk (C:) > ProgramData> Intuit>
Quicken> Config.
6.. Right-click on Wpr.dat, and select Rename.
7.. Open Quicken, and print.
The above instructions can also be found in a larger article on
printing problems in the Quicken knowledge base for Q2008 found
here:

https://quicken.custhelp.com/cgi-bin/quicken.cfg/php/enduser/std_adp.php?p_faqid=4167

[Watch for wrap.]

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



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