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How To Export Quicken data

Updated: 5/02/2012 | Article ID: GEN82638

You can export data from Quicken for use in other programs. For example, you can export data from one Quicken account or file to another.

You can also export Quicken report data to other programs, such as spreadsheet software (like Microsoft Excel) and word processors software (like Microsoft Word). Tabs separate the figures in the Quicken report. If you paste report data into a word-processing document, you may need to set tabs in the document to format the report attractively. Or you can print the report to an ASCII file and then import the file, in which case the report columns are separated by spaces.

In addition you can export Tax Schedule report data to a tax program.

    1. If you're copying the data to an external disk, place the disk in the disk drive.
    2. Choose File menu > Export > QIF file.
    3. In the QIF File to Export to field, Quicken displays the preset path of the export file. Select the appropriate option:
      • Enter a name for the export file at the end of the existing path (make sure there is a backslash \ before the file name). Quicken automatically adds the correct file extension.
      • Click Browse to select a different location. Enter a name in the File name field, and then click OK to return to the QIF Export window.
    4. In the Quicken Account to Export from list, select the account from which to export transactions.
    5. In the Include Transactions in Dates field, enter the dates of transactions to export.
    6. In the Include in Export list, select the items to include in the export.
      • Select Transactions to include the data in the account's register or transaction list.
      • Select Account List to include all your accounts.
      • Select Category List to include the Tag List in addition to your list of categories.
      • Select Memorized payees to make available from QuickFill and the Memorized Payee List all the transactions you had Quicken memorize in the previous file.
      • Select Security Lists to include all your securities, security prices (including price histories), security types, and your investment goals.
      • Select For Macintosh Users to includes securities, security prices, and the last-saved budget so you can import them to a Quicken for Macintosh file.
      • Select Business Lists to include invoice items and all templates (only in Quicken Home & Business).
    7. Click OK to create the file.
    8. Import data into Quicken.

Notes

To set up a new file with your existing lists, use Export and Import to copy everything except the transactions from an existing file. After copying the list information, you can make changes to the lists at any time.

Export Quicken report data to Excel

  1. Display the report you want.
  2. On the toolbar, click Export Data.
  3. Choose To Excel Compatible Format.
  4. In the File name field, enter a name for the file.
  5. Switch to Excel.
  6. Use Excel's Open command, and navigate to the file containing your report data.

Export report data to a PDF

Information is available at printing in Quicken.

Copy Quicken report data to other programs

  1. Display the report you want.
  2. On the toolbar, click Export Data.
  3. Choose Copy to Clipboard.
  4. Switch to your word processing or spreadsheet program.
  5. Position the cursor where you want the data pasted.
  6. Use the program's Paste command (usually it's on the Edit menu).
 
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