Importing from Quick Books

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- Previous
  - 1
    - Moving Credit Card transaction splits to checking acct. In Money Deluxe 2003, I'm trying to see if there is a way of automatically moving my credit card transaction splits into my checking account when I make my monthly payment. Right now, I'm going into the credit card account and designating which expense categories each transaction should be applied to. Then when I make my payment, I have reenter all those expense categories for the check so that they get entered into my budget appropriately. Can I somehow designate which transactions my payment covers and have those expenses automatically moved into that check's splits? Thanks. Tag: Importing from Quick Books Tag: 145847
  - 2
    - Money 2004 and Windows Messenger After installing Microsoft Money 2004 Deluxe, now my Windows Messenger does not automatically sign in when starting my computer. I have Windows XP with the built in Windows Messenger. I do not use the passport features of Money. Before, every time I started my computer, Windows Messenger would startup and also auto sign in. Now it will start but not sign in. I cannot find any option to set it to automatically sign in anywhere. Anyone else have this problem or know how to fix it? Thanks Tag: Importing from Quick Books Tag: 145843
  - 3
    - printing registry I tried to print my check registry (money 2002) and it printed the check number, payee, but not the amount. Anyone have a suggestion. THanks Tag: Importing from Quick Books Tag: 145837
  - 4
    - Problem removing shares in Money 2001 When I try to remove all the shares of a mutual fund investment, I get a message that says doing so will cause a negative balance at some point, and advises me to arrange the transactions so this doesn't happen. Obviously removing all shares would bring the balance to zero, but I don't see why it would ever go negative. The same message appears whether I try to confirm a downloaded transaction, or try to do the transaction manually. Nothing I try to work around this seems to work. Anyone have a solution, or a clue as to why it is happening? Many thanks. Tag: Importing from Quick Books Tag: 145834
  - 5
    - Credit Transactions & Budgets Looking for recommendations: Trying to figure out how to best set up my budget to reflect credit charges and the payments I then make the to the credit card companies. For instance, if I purchase $100 dollars in clothing on my Visa on 8/1/2003, I allocate the charge in my Visa account to the Clothing category. If I run the monthly budget report for 8/2003, it'll show $100 for clothing as an expense. I then send a check to Visa for $100 which also shows as an expense on the monthly budget report. It appears as though I've spent $200 for 8/2003. Should I exclude transfers on the budget reports? Just not clear on how to handle credit card transactions and how to accurately reflect the expense. Gets a bit more confusing when they offer the 1 year no-interest option. Ed Tag: Importing from Quick Books Tag: 145832
  - 6
    - PIN for Money I forgot my password to get into Money 2000. Any way to get in and reset password?" Tag: Importing from Quick Books Tag: 145825
  - 7
    - Default .mny File Location Money 2003 ".mny" and ".mbf" files are saved by default to my My Documents folder. Because this is a very busy folder on my computer that regularly gets synchronized with a backup CD it is risky to keep my key Money files in this location. I feel sure that I could just move the files to a new location and still run Money but I would probably have to point the system to the new location each time I opened Money and I don't want to go through that hassle. I can find no options to change the default path to the core Money data files in Help. This probably means that I will have to go into the registry and change the path. If anyone knows how to make this change I would love to hear from you. Cec Britton Tag: Importing from Quick Books Tag: 145818
  - 8
    - Upgrading to Money 2004 Is it really worth up to 60.00 dollars, US to upgrade to this product? Is there an upgrade price vs new product price? Tag: Importing from Quick Books Tag: 145814
  - 9
    - Can I get MS Money online for a monthly fee rather than purchasing software? I want to set up MS Money to manage my personal finances. I was under the impression that I could eith buy the software outright, or pay a monthly fee and access everything online. I can't find the online option online anymore. Does anyone know anything about this? Tag: Importing from Quick Books Tag: 145799
  - 10
    - Data file security After viewing my MONEY (*.mny) with a hex viewer it appears to be encrypted (as expected). Does anyone know the details of this encryption? How secure is it, especially from being compromised via the internet? Tag: Importing from Quick Books Tag: 145798
  - 11
    - Refinancing Loans 2003 This question come from a 'lender' perspective. I hold two loans which I want to combine into one. How do I set this up so that the new loan pays off the balance on the original loans? Tag: Importing from Quick Books Tag: 145795
  - 12
    - Money 2004 slow I just installed Money 2004 and it seems to work fine only that it is extremely slow. Sometimes it takes a full minute to view one line transaction time from another. Other app programs on my system all work fine. This one seems to be the only one to be so slow. I have a Celeron 466 with 192 mb RAM and 30 gb harddrive. Any help to increase speed of program would be appreciated. Thank you, Fortino Tag: Importing from Quick Books Tag: 145790
  - 13
    - suppress detail in a report? I have a trial version of MS Money 2004. I want to generate a report based on Classification 1 and would like to see a summary only with no detail.. just the amounts for each Classification. I do not see an option in the custom report generator to suppress the detail (in Rows & Columns). Have I overlooked this option? If so, how do I accomplish this? Thanks! Tag: Importing from Quick Books Tag: 145778
  - 14
    - System Failures after Money 2003 I have had a new PC for 18 months running on XP and Money 99 without any problems whatsoever. I recently upgraded to Money 2003 and now the problems have started. Firstly I am unable to download bank statements - although it suggests they've been downloaded but, unlike before, I have no idea where they go and secondly my PC has shutdown half a dozen times with 'NT Authority System Remote Procedure Call(RPC) Failure'. These shutdowns have even occurred when I've tried sending an email with attachments! I have no viruses and so can only conclude this is a result of the Money upgrade. Has anyone experienced this or have any idea how to fix it? Tag: Importing from Quick Books Tag: 145773
  - 15
    - Money 2004 canadian?? hi does anyone know if there will be a canadian version , and when is it comming out..? Tag: Importing from Quick Books Tag: 145770
  - 16
    - How can I create a new file with M2004 It always appear error message when i create a new file, but the sample file... Tag: Importing from Quick Books Tag: 145768
  - 17
    - Passport Amnesia Passport or my computer doesn't remember my user/pw combo, or I should say when I check the "remeber my password" check box it won't let me sign in. I'm not sure if it's an IE6 security setting or what. Haven't been able to find anything in the MS knowledge base. In IE6 I do block all cookies but have passport.net set to "allow all". Any ideas...? Thanks Ed Tag: Importing from Quick Books Tag: 145767
  - 18
    - backup onto a cd hi. since it now takes 4 dics to backup $$ i was wondering if i could backup onto a cd... it doesnt appear as an option when i select backup only A:floppy is available. Tag: Importing from Quick Books Tag: 145766
  - 19
    - Installer Problems Hi! I had Money 2002 on my computer. I "downloaded" the Money 2004 "trial". (I have decided to purchase it soon anyway.) My question: Everytime I "click on" my Money icon on desktop, the Windows Installer trys to install it again and I can't just open money. Then a pop up comes up & says "please insert Money 2004 CD". Is there anyway around this? Especially the Windows Installer. Thanks Guys!! Tag: Importing from Quick Books Tag: 145763
  - 20
    - Disappearing Payees in Money 2002 and 2003 *is fixed* in Money 2004 For those of you that are experiencing disappearing payee problems please read the work that I have done on this issue in the following posts: Just click the long url link that follows: http://groups.google.com/groups?hl=en&lr=&ie=UTF-8&oe=UTF-8&selm=lY4Xa.57679%24o27.1299056%40twister.rdc-kc.rr.com After I defined the conditions of the problem, I was able to easily duplicate the disappearing payees problem in Microsoft Money 2003 Deluxe. I do want to post that the issue *was corrected* in Money 2004 Deluxe. I am unable to duplicate the missing/disappearing payee problem in Money 2004 Deluxe. The issue was resolved in Money 2004. I have included the details of my findings from working on the issue with Money 2003 below: I have duplicated and solved the disappearing payee problem. I have worked on the issue for the past day and a half. I tried many things to figure it out, but I finally found the combination of events that is necessary to get the program to make a payee mysteriously vanish from the explicit list. I can now make any payee vanish from the explicit list at will by doing a certain combination of things. The conditions that are required to duplicate the vanishing payee problem are as follows: 1.. You must have the option in money 2003 under the "Online Services" tab that reads "Replace downloaded payee names with user-altered names when available" selected. 2.. You download a transaction that your bank has given the EXACT same name as a payee in your master list in MS Money (Explanation: say you have a payee in your Money file called "Tom's Diner" ; a lot of times when you download a statement from your bank it will have a weird looking name like "TomDin#2347", but sometimes the name may EXACTLY match the name that is in your Money file's explicit list. I.E. the downloaded transaction will also have the name "Tom's Diner" and be spelled EXACTLY the same as the way you have it spelled in your explicit payee list. This is when the problem occurs) 3.. You accept that downloaded transaction when it is matched to a previously manually entered transaction. When these conditions are met, the payee will vanish off of the explicit list and become implicit immediately after accepting the transaction. There is then no way to make the payee become explicit again, except for a rename and find/replace technique that is a pain. This is definitely a bug, but for now I have found two work arounds. Work around 1: Deselect the option under the "Online Services" tab that reads "Replace downloaded payee names with user-altered names when available" The benefit that is lost by deselecting this option: When Money downloads a transaction into an account register that does not have any matching transaction to go with it, Money will not automatically alias a preferred payee name from the preferred payee names database. You will either have to change the payee name to the one that you want to use before you accept the transaction, or you can just accept the transaction with whatever name is downloaded from your financial institution. ***If you do your accounting the way that I do, having this option deselected will not usually affect you. I always have transactions that I have first manually entered into Money to match to the downloaded transactions before I download a statement. When this is done, the name that was assigned to the transaction when I entered it manually will stick. The option to be deselected was designed more so for people that do not enter their transactions manually before downloading a statement to reconcile against them. Instead they like to save time by having Money create and reconcile their transactions simultaneously when the accept button is selected on their downloaded transactions. Work around 2: (if you desire to keep the "Replace downloaded payee names with user-altered names when available" option selected) Rename the payees in your Money file to names that are very unlikely to ever be exactly the same as the payees that your financial institution assigns. This will not affect transaction matching very much. Money can still do a good job at matching downloaded transactions even though the payee names may not be spelled identically. Things like dates, amounts, check numbers, etc. still let Money be quite accurate when matching downloaded transactions. In addition, when you do match an unequal name for the first time, Money will then add that name to the payee names variation list for that payee, so that future matches for that payee will be even easier for Money to cipher. A simple way to change the payee names in your money file to accomplish this work around would be to append all of them with a special character like one of these "~$%^*&*!+" So instead of calling a payee "Tom's Diner" call it "Tom's Diner*". This work around will not work for online enabled payees, because their names are locked after the first payment to them is made, but when creating future online payee names you can give this some consideration before deciding on a name for them. If you follow these steps, you can stop payees from disappearing from the explicit list. Or as I stated above, you can upgrade to Money 2004. The issue was corrected by Microsoft in that version. Tag: Importing from Quick Books Tag: 145761
  - 21
    - Stock quote updates incorrect I'm using MS Money 2002 on Windows 2000 SP4. I connect to the Internet via a DSL connection. I'm able to complete the "Internet updates". I get a message that says, "Call Complete". However, when I compare the current stock price (of lets say JNJ;Johnson and Johnson) with stock quotes from Yahoo!, MSNMOneyCentral and Quicken (which are all the same), I get a different value for the stock price and the daily change. Tag: Importing from Quick Books Tag: 145755
  - 22
    - money 2001 I had to reload my entire operating system and therefore had to reinstall money 2001. I saved my money folder but do not know how to reinstall my check register. I am fearful that it may not live in the money folder. Does anyone know what it is called and how I can reload that file into my newly installed money 2001? Tag: Importing from Quick Books Tag: 145745
  - 23
    - "Rollover" budget buckets I have been keeping a budget in Excel for years and finally convinced myself to start using Money to manange our expenses. However, I'm stumped with trying to set up our budget in Money 2002 because I can't get the sw to do some very simple budgeting techniques. Please help with these issues I'm having - mostly with expenses that we save for all year but do not occur every month (may be 1 time expense for the year, or something like car maintenance that we draw from as needed but allocate some amount in our budget to each month). My main questions are: (1) I have several budget "buckets" that we've been allocating money into all year (such as Christmas gifts, auto insurance, car maintenance). How do I set these up in Money 2002? (2) How do I establish a starting balance for each of these bucket items (i.e., if we have a $1200 budget for the year for Christmas gifts, and it's now August, I've allocated $800 already to Christmas - how do I allocate the $800 to this category in Money 02)? (3)For normal budget items, like groceries, I want the remaining amount not spent in a given month to automatically roll-over to the next month (unless I realocate it to another category). I don't think it is doing this in Money 02. Shouldn't it work this way? Am I missing something? Please let me know what I'm doing wrong! I am so frustrated. I can't imagine that my Excel spreadsheet system I created and have been using for 8 years could possibly have more functionality than Money. Could it? Tag: Importing from Quick Books Tag: 145744
  - 24
    - record a home sale Does anyone know an easy way to record the sale of a house in MS Money so that the mortgage and the asset are both taken care of? thanks Tag: Importing from Quick Books Tag: 145743
  - 25
    - Money 2002 I have two accounts that represent my checking account. The first one I have closed and the second one is the new account that I want to download my bank's information into. Unfortunately it does not download into the new account. How can I resolve this problem? Thank you L'Tanya Tag: Importing from Quick Books Tag: 145741
- Next
  - 1
    - Money 2003 - Stuck Epay - Will not submit or send. I have Money 2003 basic. Epays have been working fine until last week. Three submitted epays would not send when I submitted them. No reason code or feedback was given. Currently I have three bills I need to process. I search support.microsoft.com's knowledge base without luck for a solution. Please advise workaround or solution. Tag: Importing from Quick Books Tag: 145740
  - 2
    - Print reports in color Any way to print reports in any color than black? I'm having trouble with my printer printing black and want to change it to any color just to get the report out. Thanks. Tag: Importing from Quick Books Tag: 145739
  - 3
    - Conversion accounting Using Money 2003, how do you enter the transactions for the tax-free conversion of an investment of Class A shares for greater number of Class B shares in the same account? The Class B shares will have the same marlet value and cost basis as the former Class A shares. Thanks for the assistance, AJK. Tag: Importing from Quick Books Tag: 145731
  - 4
    - Money 2004 cash flow my money 2004 will not let me goto the cash flow forcast, it gives me an error telling me to create an account ... i already have multiple accounts, and i have tried creating another account, but it didnt help. Since you cannot use money 2004 files with money 2003 and i dont have another backup im stuck with no cash flow. Tag: Importing from Quick Books Tag: 145729
  - 5
    - download problems When trying to upgrade or download info I get an error message BDSIE12029 and a prompt to try again later...how to remedy this??? Tag: Importing from Quick Books Tag: 145728
  - 6
    - UK -> CANADA / Money 2001 -> 2003 Hi, I am running the UK version of Money 2001 small business on my pc and would like to keep maintainnig my UK business and private records in this. I have recently moved to Canada and would like to start using Money for my Canadian affairs, this ofcourse is not possible in the UK version so I will need to aquire a Canadian version of Money 2003 for this purpose. Question : Can the Money 2001 UK version co-exist with the Money 2003 Canadian version, without creating conflicts with files etc. ?? Thanks Richard Tag: Importing from Quick Books Tag: 145726
  - 7
    - On Line Stmt Balances Different than Account List Balances I just migrated my money files from an old pc to my new pc by backing up the files on a diskette and then opening the backup diskette on my new pc. I then downloaded about a one week of transactions from my bank and credit cards; however the balances reflected on the "Read Online Statments" screen are different than the "Account List" balances, and the "Read online" balances appear to be the correct balances and agree with the balances on the institution websites. . Tag: Importing from Quick Books Tag: 145722
  - 8
    - one million dollars Are you ready ?? The future is Http://www.one-million.net Tag: Importing from Quick Books Tag: 145721
  - 9
    - Money Small Business Would like to know if I would be able to prepare invoice in money small busness and sent out as word document format. Which version of Money would support this. My vendor accepts invoice only in word document. Tag: Importing from Quick Books Tag: 145718
  - 10
    - Wachovia/New Account Issue I have an account with Wachovia, which recently merged with First Union. As a result, in order to continue accessing my account via Online Services, I was required to do the following: update my Money 2003 software; disable and then re-enable Online services for my account; update Online Banking; create new payment instructions; etc. Unfortunately, the instructions provided by Wachovia haven't been working for me, no matter what I've tried. So I'm wondering if I can do the following: set up a new Wachovia account (which will only download the last 90 days worth of transactions) and then somehow import the transactions that I've already recorded over the past year. Does anyone know if this is possible? Thanks in advance for your help. Tag: Importing from Quick Books Tag: 145714
  - 11
    - Transfer/Imports Accounts and other settings? I'm trying to set up Money 2003 using the accounts and related settings from another Money file. I want the new file set up as of the beginning of this year, so I don't want to import transactions (unless I can limit it to just transactions after 12/31/02). Obviously, I would need to reset the 1/1/2003 balances on all asset and liability accounts. Can this be done? Thanks, dds Tag: Importing from Quick Books Tag: 145713
  - 12
    - not deleting information I installed money 2004 and imported inforamtion from datek . I reinstalled money 2004 but thye information still appearing , how to remove this. Tag: Importing from Quick Books Tag: 145711
  - 13
    - WINNING WAY DOES IT AGAIN Have you still not joined the WINNING WAY, we have yet again been making big profits for clients, on uk horse racing, and have a long proven track record over 20 years. We have some special offers on at the moment, why not check this out and our latest results, and you too can join in on the WINNING WAY. http://yewdale.tripod.com/thewinningway/index.html Tag: Importing from Quick Books Tag: 145705
  - 14
    - Money 2003: help - how can I add trended items back into the cashflow analysis - I deleted them by accident! I deleted some trended items from my cashflow analysis by accident on mny 2003, Is there any way of getting them back in there??? thanks in advance. Tag: Importing from Quick Books Tag: 145704
  - 15
    - Help, Quicken convert -trouble with Online Transactions or Setup System = Money 2003, Window 98SE, Logging in with Passport.net The Story: When I installed, Setup, Migrated my Quicken file (which all went well) The installation asked me to choose my financial institutions (which I did) it saw all my bank accounts and enabled them for online access. The Problem is: Each accout has a different user name and password (and it has to be that way because of the way my bank does it). So when I set it up, I used the User/Password for the Account I use most frequently. Now when I "connect to bank" using that accout the call summary says "successful" but I get no transactions. My credit Cards seem to be updating properly... In Quicken: I used to connect to each account seperatley with their individual User/Password combos and download transactions for each. What do I need to do heree ? Thanks Ed Tag: Importing from Quick Books Tag: 145703
  - 16
    - Where is your money? Follow your bills at: www.eurobilltracker.com Tag: Importing from Quick Books Tag: 145690
  - 17
    - "Line Choice" not available for chart in reports On several of my report types, the selection for "line" under the charting tab is grayed out (unavailable), while the other types (bar, pie, report) are available. Anyone have any insight into what my problem may be? Tag: Importing from Quick Books Tag: 145672
  - 18
    - Re: Upgrade 2002 Deluxe OEM > 2003 Standard Hi, I now don't live in the States anymore. What are my options? I tried searching for solutions in the earlier messages but couldn't **** you cannot use a US version money file with a Int version of money.exe or vice versa. there are suggested solutions to this in earlier messages so you can search them out "Nawee Sribhadung" <nawee@sribhadung.com> wrote in message news:epaeK89XDHA.2444@tk2msftngp13.phx.gbl... > Hi, > > I wanted to upgrade from my original Money 2002 Deluxe OEM (bought in the > US) to 2003 Standard Win32 English Intl (bought in Hong Kong). The > installation went okay until I tried to open my original mystuff.mny file > where I got an error that the file was created with an incompatible version. > Is it because I was using the Deluxe version and then wanted to upgrade (or > downgrade) to the Standard version? > > regards, > nawee > > Tag: Importing from Quick Books Tag: 145664
  - 19
    - Help, Money 2004 & Runaway Payee Lists Hi, I recently purchased Money 2004, having used Quicken for some time. I must say that I'm rather impressed with Money 2004! The navigation and audio guidance is a big improvement over Quicken, and I find that the entire program is quicker than Quicken (no pun intended) -- especially the on-line updates and reconciliation processes. Now then, the only frustration I have right now is in managing my Payee lists. I use the online update function to download transaction history for most of my accounts. I cannot figure out how (if it's even possible?) to DISABLE the auto-addition of payees to my permanent list for each and every transaction that gets downloaded. This results in a huge ugly list every time I sync up with my Bank and it clutters the drop down (AutoComplete) menus when manually entering in the Register. Anyone? Tag: Importing from Quick Books Tag: 145662
  - 20
    - I need help changing the budget period! I cannot find where to change the budget time period in this program--I want my budget month to start at the 10th and end at the 9th of the following month instead of the traditional start at the 1st and end on the last day of the month. Does anyone know how to do this! Tag: Importing from Quick Books Tag: 145658
  - 21
    - Sound File Missing Just purchased Money 2004 after installing the trial version. This is my first version of MS Money. I used the upgrade feature in the trial version to purchase the downloadable product. However, the sound files for sound effect withing the program, i.e. for the Money program events like "Enter Transaction" do not exist. The entire "Media\Sounds" folder doesn't exist. Where are the sound files and how do I get them installed? Tag: Importing from Quick Books Tag: 145655
  - 22
    - Money 2003. Investment. Mutual Fund entered as a Bond!! Can't change it. Can't download quotes. Can this be fixed? Thanks. Tag: Importing from Quick Books Tag: 145646
  - 23
    - M2004 downloadable source? I see that Money 2004 finally is capable of being downloaded when purchased (yayyy no more wasted packaging!!!!). But I've looked at CompUSA, Amazon, and the Upgrade Money link in Money, and they all want physical media to be sent. Where can I get M2004 Deluxe downloadable? Thanks. -cf Tag: Importing from Quick Books Tag: 145643
  - 24
    - Social Security Limit and Budget Within bills and deposits, how can I account for the decrease in SS payments after reaching the $80K limit? Does MS Money, automatically make the adjsutment? If not it should... Thanks, Tag: Importing from Quick Books Tag: 145640
  - 25
    - Recording ownership in an LLC partnership I'm a partner in an LLC company and would like to track my ownership interest in Money 2004. It's not "real" obvious how I might go about this, particularly ... What account type should be used? How do I record my portion of the profits earned, for which I'm am personally taxed? How do I record the gain in ownership value these profits provided when I haven't necessarily received them in cash? How do I record a portion of these profits as received in cash when they aren't dividends but distributions? I'd prefer to use an investment oriented approach rather than an asset account, but this scenario isn't one that's obviously accounted for in Money. Thoughts anyone?? Phil Tag: Importing from Quick Books Tag: 145639

I would like to import my invoices and payroll data from Quick Books. I
haven't found anything on this in online help or in the Knowledge Base. Any
hints, tips, or links to how to do this?

Thanks
--
Tom Ellison

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Re: Importing from Quick Books by Richard

Richard
Wed Aug 13 22:10:17 CDT 2003

There's generally not a way to do this easily. If you can get your file
into QIF format, you can get it into Money. Unfortunately, I don't know how
to get a QB file into QIF.

--
Will you sponsor me in the Tour de Cure?
http://main.diabetes.org/site/TR?pg=personal&fr_id=1058&px=1626087

"Tom Ellison" <tellison@jcdoyle.com> wrote in message
news:%23PJGABhYDHA.1680@tk2msftngp13.phx.gbl...
> I would like to import my invoices and payroll data from Quick Books. I
> haven't found anything on this in online help or in the Knowledge Base.
Any
> hints, tips, or links to how to do this?
>
> Thanks
> --
> Tom Ellison
>
>

Top