best file/format to import invoices

  • 0
  • 1
  • Problem
  • Updated 2 months ago
  • In Progress
What is the best file and format/spec for batch importing invoices into Quicken?

If there is a specification of the file format somewhere or an example file, someone can point me to, that would be great.
Photo of adam

adam

  • 70 Points

Posted 6 months ago

  • 0
  • 1
Photo of splasher

splasher, SuperUser

  • 541,054 Points 100k badge 2x thumb
Which version of Quicken and OS?  You selected both Win and Mac categories when posting, so giving you a concise answer is not possible.
Photo of Quicken Dave

Quicken Dave, Official Rep

  • 164,760 Points 100k badge 2x thumb
Hi Adam,

I understand you rare looking for a recommendation for the best file/format to use for importing invoices. To help us provide you with the most appropriate answer, please let us know what Quicken product (QWin or QMac), what version (2015, 2016, etc.) and what release you have installed. Also, let us know whether you using the US version of Quicken or Quicken Canada. 

Thanks,
Dave
Photo of NotACPA

NotACPA, SuperUser

  • 326,984 Points 100k badge 2x thumb
"Import" in what format?  As a PDF attached to transactions?  Or as data?
Photo of Dave Bishop

Dave Bishop

  • 60 Points
I need to do this. I am using Windows 7/10 with Q H&B 2017 R6.

I do not see an import option, but is this possible?
Photo of gmalis1

gmalis1, SuperUser

  • 158,554 Points 100k badge 2x thumb
What are you trying to accomplish?

Do you want to import invoices into Quicken so you can pay them?

You need to be much clearer on what your expectations and needs are.  Then we can tell you whether your H&B can do it.