Also imports opening balances.Ĭonvert my lists & opening balances from another accounting application or from an old QuickBooks company file. Lists include Customers, Vendors, Chart of Accounts, sales and inventory items. Import CSV files or Excel spreadsheets with banking transactions or investments into Quicken. Enter data in a copy of a QuickBooks file, and then merge the data back at the office. Merge data from two or more QuickBooks data files.Ĭopy data from one QuickBooks file to another file. Import payments into QuickBooks without double data-entry.Ĭreate Positive Pay files from QuickBooks for upload to my bank.Ĭreate Direct Deposit NACHA files from QuickBooks for upload to my bank. Create annual billings in Excel and send to QuickBooks.Works better than QuickBooks memorized transactions, as current prices and custom item descriptions can be used.Ĭalculate loan payments and interest expense. An individual email is created for each recipient.ĭepreciate assets and automatically enter depreciation expenses into QuickBooks.īatch Invoice many QuickBooks customers. Send both plain text and HTML email, even with images. Use Excel worksheets as the basis for mail-merge values. Import employee Expense reports into QuickBooks.īatch Email to client lists or any list of email addresses directly from Excel.
For subsequent imports the account is selected automatically. The first time a statement is imported, Quicken will prompt you to create a new checking account. To import the OFX statement, use the Quicken import wizard to select the downloaded OFX file. With Quicken it is best to use the older OFX version 1.0.* format, though some versions of Quicken do support the newer OFX 2.1.* versions. The downloaded OFX file may now be imported into your financial package.
UPLOAD CSV TO QUICKEN DOWNLOAD
UPLOAD CSV TO QUICKEN SOFTWARE
The one you choose will depend on your financial software package. Two formats are supported: the XML-based OFX version 2.1 and the older SGML-based OFX version 1.0. Select the date range for the period you wish to download.The SimplyBlu payments account is modeled as a checking bank account where each payment is a credit, and refunds, fees & transfers to your bank account are debits. Click on the Download File button to download the CSV, which can be saved to your local disk.Select the data content and the date range for the period you wish to download.Go to the Data Export tab on the account settings page.
Payment, deposit and customer data can be exported as CSV files. You can download your data in CSV format or in Open Financial Exchange (OFX) format, which can then be imported into other financial applications.
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