Using QuickbooksPro to produce CSV files

pbarrettbae's Avatar

pbarrettbae

12 Jan, 2018 10:37 PM

Hello,
I'm new to Moneydance but impressed thus far. Also new to this blog.
We use QuickbooksPro2015 for our business and recently found Moneydance for our personal finances.
My wife has been using QuickBooksPro for her personal finances but is eagerly anticipating moving to Moneydance.
I've searched this knowledgebase for "CSV" but have not seen what I'm about to suggest.
Although QuickbooksPro will not save an entire file to CSV format, it will save individual reports to CSV format.
I've checked our various memorized reports and most (if not all) display an "EXCEL" button along the top.
I'd much rather import multiple CSV files into Moneydance than manually enter hundreds (or thousands) of individual transactions.
So, am I missing something here or should this work?

  1. 1 Posted by dwg on 12 Jan, 2018 11:53 PM

    dwg's Avatar

    I'm just a fellow user.

    How well it would work depend on the CSV files that Quickbooks produces.

    For it to work the files must be absolutely consistent, every row must be identical, in other words it must be a perfect table of information. Quicken i.e. Intuit have not been good in the past with this, even doing this with Quicken has not always produced good data.

    There are three tools for Moneydance 2017 that can be used to import CSV data into Bank & credit card type accounts.

    1. The inbuilt File --> Import menu command

    http://help.infinitekind.com/kb/online-banking-and-bill-pay/importi...

    1. The Text File Importer Extension

    http://help.infinitekind.com/kb/extensions-2/text-file-importer-ext...

    1. The User written CSV Importer Extension

    https://github.com/stant/mdcsvimporter2015/releases

    How to use guide towards bottom of the page.

    The CSV importer is the most flexible of the tools, but that all require a consistent table of data. CSV data cannot be imported into Investment accounts.

    No one has really written a tool that can parse irregular data and restructure it so that it can be imported by the above tools, some tools have been created that parse the data from specific applications but none I know of for Quickbooks.

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