Home Page link  

importing Excel data into Quicken address book

 

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
importing Excel data into Quicken address book Bob 12-30-2006
Posted by Bob on December 30, 2006, 2:42 pm
Please log in for more thread options
Specs: XP Pro SP2, Quicken 2007 Deluxe.....................

I'm trying to import addresses (contact info) from Excel into the Address
book of Quicken 2007 Deluxe. It states clearly in Help and online that this
feature is available with the Deluxe version. Everything else in Quicken
works fine.

I'm trying to do this by following the instructions in Help and on the
Intuit website (which are the same). They state:
All of the following steps are done from within Quicken. Step 1 will open
the Address Book, but go back to Quicken to do step 2.

1.. Choose Tools menu > Address Book.
2.. Choose File menu > Import > Addresses.
3.. Choose whether the file is comma or tab delimited, enter the name of
the file you want to import (click Browse to search for it), and then click
Next.
4.. Select the fields you want to import.
Quicken performs the mapping between your imported address fields and the
appropriate Address Book fields. This mapping is shown in the list under
Mapping, with the Address Book value on the left and the imported field on
the right. If you want to remove a field, select it and click Remove. If you
want to add it back, select it from the Fields to be Imported list and click
Add.
5.. Click Done.

Step 1 of this works fine. I can do whatever I like in Address Book.

Step 2 doesn't work. When I follow this procedure I get the following
Import options;

Turbo Tax
Web Connect File
Qif File

Addresses is not an option.

All suggestions on this are appreciated as I'm not going to manually enter
300 contacts.

Thanks everyone!



Posted by Bob Wang on December 30, 2006, 4:27 pm
Please log in for more thread options
Bob:

In my Quicken 2007 H&B:

2. File > Import > Addresses opens up a "Import Address Records" window.

I can then choose whether to import a comma or tab delimited file.

Perhaps you should export your Excel data to a csv or tsv first, and then
import that file.

Bob

>>>
Specs: XP Pro SP2, Quicken 2007 Deluxe.....................

I'm trying to import addresses (contact info) from Excel into the Address
book of Quicken 2007 Deluxe. It states clearly in Help and online that this
feature is available with the Deluxe version. Everything else in Quicken
works fine.

I'm trying to do this by following the instructions in Help and on the
Intuit website (which are the same). They state:
All of the following steps are done from within Quicken. Step 1 will open
the Address Book, but go back to Quicken to do step 2.

1.. Choose Tools menu > Address Book.
2.. Choose File menu > Import > Addresses.
3.. Choose whether the file is comma or tab delimited, enter the name of
the file you want to import (click Browse to search for it), and then click
Next.
4.. Select the fields you want to import.
Quicken performs the mapping between your imported address fields and the
appropriate Address Book fields. This mapping is shown in the list under
Mapping, with the Address Book value on the left and the imported field on
the right. If you want to remove a field, select it and click Remove. If you
want to add it back, select it from the Fields to be Imported list and click
Add.
5.. Click Done.

Step 1 of this works fine. I can do whatever I like in Address Book.

Step 2 doesn't work. When I follow this procedure I get the following
Import options;

Turbo Tax
Web Connect File
Qif File

Addresses is not an option.

All suggestions on this are appreciated as I'm not going to manually enter
300 contacts.

Thanks everyone!




Posted by Bob on December 30, 2006, 4:56 pm
Please log in for more thread options
This is what mine should do as well. The problem is the Import Address
Records option is not there. I'm wondering if it's not available in my
version even though all the documentation states clearly that it is.

This is the heading for the help entry for this:

How do I import contact information? (Quicken Deluxe, Premier, or Home &
Business)

How would exporting to a csv file help? I would still need the address book
option...correct?

Thanks



> Bob:
>
> In my Quicken 2007 H&B:
>
> 2. File > Import > Addresses opens up a "Import Address Records" window.
>
> I can then choose whether to import a comma or tab delimited file.
>
> Perhaps you should export your Excel data to a csv or tsv first, and then
> import that file.
>
> Bob
> is
>>>>
> Specs: XP Pro SP2, Quicken 2007 Deluxe.....................e
>
> I'm trying to import addresses (contact info) from Excel into the Address
> book of Quicken 2007 Deluxe. It states clearly in Help and online that
> this
> feature is available with the Deluxe version. Everything else in Quicken
> works fine.
>
> I'm trying to do this by following the instructions in Help and on the
> Intuit website (which are the same). They state:
> All of the following steps are done from within Quicken. Step 1 will open
> the Address Book, but go back to Quicken to do step 2.
>
> 1.. Choose Tools menu > Address Book.
> 2.. Choose File menu > Import > Addresses.
> 3.. Choose whether the file is comma or tab delimited, enter the name of
> the file you want to import (click Browse to search for it), and then
> click
> Next.
> 4.. Select the fields you want to import.
> Quicken performs the mapping between your imported address fields and the
> appropriate Address Book fields. This mapping is shown in the list under
> Mapping, with the Address Book value on the left and the imported field on
> the right. If you want to remove a field, select it and click Remove. If
> you
> want to add it back, select it from the Fields to be Imported list and
> click
> Add.
> 5.. Click Done.
>
> Step 1 of this works fine. I can do whatever I like in Address Book.
>
> Step 2 doesn't work. When I follow this procedure I get the following
> Import options;
>
> Turbo Tax
> Web Connect File
> Qif File
>
> Addresses is not an option.
>
> All suggestions on this are appreciated as I'm not going to manually enter
> 300 contacts.
>
> Thanks everyone!
>
>
>



Posted by Bob Wang on December 30, 2006, 5:23 pm
Please log in for more thread options
Aha, I get it.

You don't even have the option of "Import Addresses."

Maybe that is only an option with the Home & Business version of Quicken
2007.

I might consider calling Intuit and determine if Q2007 Deluxe is supposed to
have that feature.

If it was supposed to, but got disabled before final release, maybe Intuit
can replace your copy with H&B.

At least worth a try.

Bob

>>>
This is what mine should do as well. The problem is the Import Address
Records option is not there. I'm wondering if it's not available in my
version even though all the documentation states clearly that it is.

This is the heading for the help entry for this:

How do I import contact information? (Quicken Deluxe, Premier, or Home &
Business)

How would exporting to a csv file help? I would still need the address book
option...correct?

Thanks



> Bob:
>
> In my Quicken 2007 H&B:
>
> 2. File > Import > Addresses opens up a "Import Address Records" window.
>
> I can then choose whether to import a comma or tab delimited file.
>
> Perhaps you should export your Excel data to a csv or tsv first, and then
> import that file.
>
> Bob
> is
>>>>
> Specs: XP Pro SP2, Quicken 2007 Deluxe.....................e
>
> I'm trying to import addresses (contact info) from Excel into the Address
> book of Quicken 2007 Deluxe. It states clearly in Help and online that
> this
> feature is available with the Deluxe version. Everything else in Quicken
> works fine.
>
> I'm trying to do this by following the instructions in Help and on the
> Intuit website (which are the same). They state:
> All of the following steps are done from within Quicken. Step 1 will open
> the Address Book, but go back to Quicken to do step 2.
>
> 1.. Choose Tools menu > Address Book.
> 2.. Choose File menu > Import > Addresses.
> 3.. Choose whether the file is comma or tab delimited, enter the name of
> the file you want to import (click Browse to search for it), and then
> click
> Next.
> 4.. Select the fields you want to import.
> Quicken performs the mapping between your imported address fields and the
> appropriate Address Book fields. This mapping is shown in the list under
> Mapping, with the Address Book value on the left and the imported field on
> the right. If you want to remove a field, select it and click Remove. If
> you
> want to add it back, select it from the Fields to be Imported list and
> click
> Add.
> 5.. Click Done.
>
> Step 1 of this works fine. I can do whatever I like in Address Book.
>
> Step 2 doesn't work. When I follow this procedure I get the following
> Import options;
>
> Turbo Tax
> Web Connect File
> Qif File
>
> Addresses is not an option.
>
> All suggestions on this are appreciated as I'm not going to manually enter
> 300 contacts.
>
> Thanks everyone!
>
>
>




Posted by John Pollard on December 30, 2006, 5:20 pm
Please log in for more thread options
Bob wrote:
> Specs: XP Pro SP2, Quicken 2007
> Deluxe.....................
> I'm trying to import addresses (contact info) from Excel
> into the Address book of Quicken 2007 Deluxe. It states
> clearly in Help and online that this feature is available
> with the Deluxe version. Everything else in Quicken
> works fine.

Prior to Q2007, you had to have the H&B version of Quicken to
import addresses. Either the Q2007 Help is wrong or the import
capability didn't get added correctly to Q2007. I suggest you
submit a report in the Product Feedback forum in the
Intuit/Quicken forums.

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



Similar ThreadsPosted
Address Book not printing June 24, 2007, 11:27 am
Quicken utility for importing MS Money Data - Anyone get it to work???? May 6, 2006, 6:53 am
Quicken utility for importing MS Money Data - Anyone get it to work???? May 6, 2006, 8:19 am
Importing old data January 22, 2007, 3:40 pm
Problem downloading/importing data from bank November 4, 2007, 2:33 pm
Grouping Q Interest data by Institution when importing into TTax January 9, 2008, 9:00 am
Quicken 2006, any way to export register to Excel? September 5, 2007, 11:41 am
Address file of Quicken 2500 September 13, 2007, 2:52 pm
Difficulties exporting to Excel January 19, 2007, 1:52 pm
exporting Securities list to Excel March 4, 2007, 11:25 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap