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You are here: Experts > Shopping > Credit/Debt Management > Quicken & Other Budget/Accounting Software > exporting files from Quicken 2003
Expert: Linda Saltz, CPA, QBalance.com - 9/24/2008
Question
I am trying to amass information for past years for tax purposes. I need to export several files, from the Business Center - customer invoices & business bills (with all details included - customer, amount, date, what for). My software wants me to use MSN Money, which I don't understand. I'd just like to end up with all the information and transactions in an excel format, or a format that I could convert to excel. Can you help?
Thanks so much,
Answer
HI Kris,
Quicken 2003 is a bit older but there should be away to get a list of the transactions into an excel format.
In my version I would run the Itemized categories report for a
specific date range, expand all
Click on Print > choose Export to and select tab delimited file>
Save to your desktop and open the file with excel. When excel is asked to open a file that does not have an .xls extension it will open with a text import wizard, just click on finish and it should open in Excel.
Hope this helps,
Linda Saltz, CPA
www.qbalance.com
Advanced Certified QuickBooks Advisor
We sell QuickBooks checks and supplies at a discount.
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