Documentation for Importation

David T. sunfish62 at yahoo.com
Sat Nov 24 19:47:31 EST 2012


Jerry--

I'm not entirely sure about your questions... Chapter 3.3 of the Help file discusses importing QIF files. Have you looked there? Personally, I find the Tutorial to be a very useful document. The FAQ does offer some info about importing QIF, but see below.

From my original experience way back when, I found that if I had Quicken export Transactions, Accounts and Categories for all my accounts, I could then import this QIF file into Gnucash, and (for me, at least) everything went flawlessly. All the transactions came in, complete with Categories mapping to Gucash accounts. The FAQ tells you to create your account structure in Gnucash first, but I found that Gnucash pulled in my structure from the Quicken categories pretty well without my setting up the accounts first. This may be a consequence of my exacting use of Quicken--I was scrupulous in using and assigning my transactions to categories in Quicken.

As for your question about hidden accounts, if you tell Quicken to export them, then Gnucash should be able to import them (although I do not know whether they will retain their hidden status).

Finally, I use OFX from my bank all the time quite successfully to import ongoing transactions into Gnucash, so I know that OFX files can work. My understanding of that standard, however, is that it only addresses one account at a time. This would render it painful at best for a full import process, IMHO.


HTH,
David



________________________________
 From: Jerry Criswell <jcriswell58 at gmail.com>
To: gnucash-user at gnucash.org 
Sent: Saturday, November 24, 2012 1:10 PM
Subject: Documentation for Importation
 
Is there any documentation for importation of Quicken files?  I have
looked through the help files and I even bought a book.  I even tried
QFX files and that doesn't work at all.  When you export to a QIF file
are the quicken accts that are hidden included?  A step by step walk
through of exporting Quicken accounts would be nice.

Thank you for your time.
-- 

JC 

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