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Improve Address Book - import, export, usefulness

TimHandyman
TimHandyman Member ✭✭
Many users have reported problems importing contacts into the existing Address Book via CSV file.
There is no compatibility with Outlook or other contact software.

Exporting data does not permit including any "Group" designations assigned to individual contacts. 

Address book does offers very limited function for manipulating data - identifying duplicates, for example, and since the Address Book is included within the Quicken data file, it cannot be opened and manipulated by other programs such as Excel.

Address book contacts can be used in invoice/payment/check paying functions, but ability to generate more reports such as by city or zip, or even adding address to customer name when reporting payments, is limited or nonexistent.  

[rant redacted]
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  • Furthermore, the address book and check writing & printing routines treat the address book entry as if it were an individual, where the first line of the address is indeed the Payee, e.g. 
    Payee:  John Doe
    Address in envelope window:
         John Doe, 
         123 Main St, 
         Anywhere, CA, 91000.  

    Whereas many checks are written to Payees @ company (or any situation where the Payee should not be shown on the envelope), e.g. 
    Payee:  US Treasury
    Address in envelope window:
    IRS
    PO Box xxxxx
    San Francisco, CA 91000.  
  • UKR
    UKR SuperUser ✭✭✭✭✭
    RanchoHam said:
    Furthermore, the address book and check writing & printing routines treat the address book entry as if it were an individual, where the first line of the address is indeed the Payee, e.g. 
    Payee:  John Doe
    Address in envelope window:
         John Doe, 
         123 Main St, 
         Anywhere, CA, 91000.  

    Whereas many checks are written to Payees @ company (or any situation where the Payee should not be shown on the envelope), e.g. 
    Payee:  US Treasury
    Address in envelope window:
    IRS
    PO Box xxxxx
    San Francisco, CA 91000.  
    This particular example can easily be done by using the Attn: line and setting a couple of Format options in the US Treasury's Address Book record:

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team
    -Quicken Anja
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