Are you the person supporting QIF imports?

[Thomas Bullock]

I have inserted replies to your comments, following each.  Don't know if this will be more or less confusing trying to follow the thread of comment and reply.  Trying it to see how it plays.  Tom

From: Charles Day [mailto:cedayiv at gmail.com]
Sent: Wednesday, May 13, 2009 6:22 PM
To: Thomas Bullock
Cc: gnucash-user at gnucash.org
Subject: Re: Are you the person supporting QIF imports?

On Wed, May 13, 2009 at 2:53 PM, Tom Bullock <tbullock at nd.edu<mailto:tbullock at nd.edu>> wrote:
Charles,

[<<Tom:>>]
I have captured the QIF information discussed recently.  The obvious requirement is to build QIF records that GnuCash accepts via the import process and that the program treats in the expected manner.


[<<Charles:>>]
I'm not quite sure what you're referring to. If you're talking about trying to import invoices, the QIF importer doesn't currently support that and I can't recall even ever seeing any invoices in QIF format, much less customer data, billing terms etc.

On the other hand, if you're just trying to transfer accounts and their credits & debits, that should be OK.

[<<Tom:>>]   I think what I will be doing is trying out the conversion program in stages: first, just the accounts; later, some transactions.  At this point I don't know what part of QB's output GC identifies as business versus not-business.


Since I am at the beginning stages of a QuickBooks to GC conversion program, it will be awhile before I have anything for anyone to look at or test.  When I get closer to that point, will you be willing to accept some test data to confirm that what I think works is created the way you need?  While that request would come about after I had put some time into the project, do you have anything that you want to caution me about at the very beginning of the effort?

Hmm... I'm not really sure about what's currently available for processing QuickBooks data. I think you can find some information on other threads about ways of pulling data out and converting it to QIF with a mix of manual and automated steps, using a spreadsheet as a go-between.

[<<Tom:>>] Yes, I have been looking into that.  QB and QIF record formats are critical to success.  QB seems to generate more info than QIF records process.  But I could be mistaken about that.  I will know better when I have plunged into the details of the conversion.

How would your program add to these techniques? Does it understand QuickBooks IIF format, for example?

[<<Tom:>>] Yes, absolutely.  There would be no conversion without that understanding.  In any case, I would be sending QIF format records only.   I will get back to you when I have a specific task that I would like you to help with.  You can answer at that point whether what I am asking is something you could do or not.

Thanks.  Tom


Thanks.

Tom

-Charles