Re: E*Trade export to QuickBooks



On Apr 11, 1:40 am, "Lubow" <lu...@xxxxxxxxxxxxxxxxxxx> wrote:
Hello, AsymF!

this is what I got going to the Intuit website:

Converting data from Quicken to QuickBooks (or vice-versa)

The Quicken program cannot convert QuickBooks data because QuickBooks data files
contain many elements for which Quicken has no support mechanism. QuickBooks
products of the same or newer version of your Quicken product, will generally
convert Quicken data files (except your Investment Accounts).

Note: Quicken to QuickBooks data conversion is a one-way conversion. Once a
QuickBooks conversion attempt has been performed on your Quicken data, the data
can no longer be opened in Quicken. For this reason you should make a backup of
your Quicken data prior to any conversion attempt or perform the conversion on a
recent copy of your Quicken data.

You wrote on Thu, 10 Apr 2008 17:24:06 -0700 (PDT):

We have a corporate Complete Savings account. However, no sooner than
we opened it did I find that E*Trade has no tools for exporting to a
business level application such as QuickBooks. They require exporting
to Quicken or Money, neither of which we have nor can we use since
they lack the feature sets required. E*Trade doesn't even offer a way
to export the account summary to a text, CSV, or Excel file for their
banking accounts. Having spent some $40 million recently on beefing up
their support services one would think they would have added
QuickBooks export capabilities for their business customers.
Is there any way to convert a downloaded Quicken file into something
readable by QuickBooks? If I can't find a solution we may simply
withdraw all funds and go with Citi or ING.

That problem arises that QuickBooks tries to import a full Quicken
data file, not a downloaded file for a period of time. We would have
to buy Quicken just for E*Trade, create a new Quicken setup, then
import that entire setup into QuickBooks. However, doing so would also
create an entirely separate QB company file just for this one E*Trade
account I believe.
.



Relevant Pages

  • Re: E*Trade export to QuickBooks
    ... The Quicken program cannot convert QuickBooks data because QuickBooks data files contain many elements for which Quicken has no support mechanism. ... QuickBooks products of the same or newer version of your Quicken product, will generally convert Quicken data files (except your Investment Accounts). ... Quicken to QuickBooks data conversion is a one-way conversion. ...
    (misc.invest.stocks)
  • Re: Quickbooks Conversion Using ODBC extremely slow
    ... Hi Dan, ... One thing I can tell you is Quickbooks is ridiculously slow to begin with. ... have 3 or so users using QB on fast computers. ... > Each month the process adds on about 15 minutes for the conversion. ...
    (microsoft.public.access.externaldata)
  • Quickbooks Conversion Using ODBC extremely slow
    ... On a monthly basis we have to use the "get external data" feature in access ... to import a table from quickbooks. ... Each month the process adds on about 15 minutes for the conversion. ...
    (microsoft.public.access.externaldata)
  • Re: The ugly side of business - long
    ... Mostly used QuickBooks until about two years ago. ... The last straw was when I was _forced_ to upgrade or lose online access to ... particularly if you don't need to access your accounts ... IOW, I still use QB, for one company only, being familiar with it from years ...
    (rec.woodworking)
  • Re: E*Trade export to QuickBooks
    ... data file, not a downloaded file for a period of time. ... to buy Quicken just for E*Trade, create a new Quicken setup, then ... import that entire setup into QuickBooks. ... account I believe. ...
    (misc.invest.stocks)

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