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Posted by John Pollard on March 4, 2007, 3:39 pm
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Rob Hansen wrote:
> I have two businesses and do my checking transactions
> with individual quicken files. One is called "Checking"
> and the other is called "Checktot." At the end of the
> month, I have to take the month's checking transactions
> from "Checking" and import them into "Checktot" for my
> accountant. This was easily accompolished in Quicken 2004
> (which I upgraded from). I would go to "Checking" and
> export a .qif file. In the export window, I would change
> the dates to include only the transactions I needed, and
> I would name the file and export it to my Quicken
> directory. Then I would open the "Checktot" file, click
> on Import, import the .qif file which I just created from
> "Checking," approve the imported transactions and they
> would merge into my "Checktot" file. I can't do this in
> Quicken 2007. When I go to the "Checktot" file and click
> on Import qif file, it asks me for the quicken account I
> want to import into. The only selection is "All Accounts"
> and when I click on "next" it tells me that I need to
> specify an account to import into. So, I'm stuck for now
> unable to merge the two quicken files. Live support was
> unable to help me with this problem, but I'm sure there
> is a simple solution.
Q2007 can import to cash, asset, and liability accounts. Create
a "cash" account in your "checktot" file; import to that.
--
John Pollard
First initial underscore Last name at mchsi dot com
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